About Top Shelf Financial Services
Reviews for Top Shelf Financial Services
Write a reviewHours
Monday: 9AM - 6PM
Tuesday: 9AM - 6PM
Wednesday: 9AM - 6PM
Thursday: 9AM - 6PM
Friday: 9AM - 6PM
Saturday: ClosedSunday: Closed
Top Shelf Financial Services is a financial services provider that aims to help individuals and families achieve their financial goals. The business is committed to promoting financial literacy and making financial services accessible to people of all ages and demographics. They offer a range of services, including life insurance and investment planning, with a focus on providing personalized and professional guidance. Customers have praised the company's staff for their friendly and knowledgeable approach. The office space is described as aesthetically pleasing, and the consultation process is said to be timely and efficient. Customers appreciate the company's ability to explain complex financial concepts in easy-to-understand terms and to provide a variety of options tailored to their individual needs. Overall, Top Shelf Financial Services is a highly recommended provider of financial services, with a focus on helping clients achieve their long-term financial goals.
Andrew, Carlton, and the whole team were so nice, patient, and very kind! I didn't really know the whole process, but they explained everything to me. They took care of everything I needed done to help me with my future retirement. I'm very happy with my decision to go with Top Shelf! The best flea market find!
Top Shelf Financial and Andrew Lavow are top tier! He takes all the guesswork out of financial planning and genuinely cares about finding the resources best suited to your needs. I’ve got some great things in the works now, and it feels good to finally have a solid plan for the future. Thanks, Andrew!
Came in and were immediately greeted—great first impression. We met with Andrew and Carlton for help planning our future, and even though we had no idea where to start, they made the whole process easy and clear.
They’re both very personable and work great together. They really listened to what we wanted and put together a plan that fits our budget. Best of all, we never felt rushed or pressured, which isn’t always the case in situations like this.
Really appreciate their help—left feeling confident and excited about the next steps. Highly recommend!