About Bantam Financial
Reviews for Bantam Financial
Write a reviewHours
Monday: 8:30AM - 4PM
Tuesday: 8:30AM - 4PM
Wednesday: 8:30AM - 4PM
Thursday: 8:30AM - 4PM
Friday: 8:30AM - 4PM
Saturday: ClosedSunday: Closed
Bantam Financial is a full-service financial firm dedicated to helping individuals and business owners achieve their financial goals. The team, including Tom, Jess, and Jean, is known for providing sound financial advice, personalized service, and building strong relationships with clients. Many reviews highlight their friendly and attentive approach, making clients feel valued and understood. The team has experience in estate settlement, retirement planning, and helping younger generations start investing. Clients appreciate their knowledge, professionalism, and genuine care, often describing them as part of their family. Bantam Financial has a reputation for excellent customer service, being available to assist whenever needed, and always acting in the best interest of their clients. With connections to a variety of financial service companies, they offer a wide range of financial products and services. Overall, Bantam Financial is trusted for its expertise, caring attitude, and commitment to helping clients make informed financial decisions.
Tom and everyone are the best! They look out for everyone's best interest and future including retirement. Tom, Jess, and Jean were my parents financial advisors. My Dad highly respected Tom. The team helped close out many estates also. In addition to estate settlement, planning for retirement, Tom has helped the younger generations to start investing.
The best customer service and so attentive. The atmosphere is very friendly.
Tom and Jessica treat me not as just a client but a friend that wants the best for me and my family.
Tom, Jess and Jean have been nothing less than exceptional! My family as well as my extended family enjoy the comfort knowing we are in good hands. They are really a part of our family. Always available and willing to assist if needed. The quality of personal/professional relationship is what makes them the dream team.