Financial Planners in Wilmington picked by BestProsInTown
“James Whalen, Todd Roselle, and the Blue Rock Financial team have been my trusted financial advisors for both personal and business matters over the past 10 years. Their professionalism, expertise, and exceptional service consistently exceed expectations. I highly recommend their services to anyone seeking top-tier financial guidance and support.”
“Tom and I are very much at peace to have Ward Keever and his team at the Covenant wealth strategies take charge of our financial planning. Our first official meeting with Ward and Kyle gave us total comfort and confidence in knowing that the Covenant team was fully equipped and knowledgeable to skillfully guide us in our personal finance management decisions.
Our meetings with Kyle Banal every week have been extremely productive, informative and meaningful in every way. Kyle has always been incredibly organized and well prepared to take us through each step with helpful insights and wise counsel to achieve the goals for that day. He cares enough to send us a detailed email of the discussions, decisions and accomplishments of the day along with the goals for the next meeting. Our experience with Kyle has helped us tremendously to navigate ourselves through this transition smoothly.
We look forward to our journey with Covenant wealth strategies’ professional team to have our retirement spent in a structured and orderly manner.
We highly recommend Covenant wealth strategies. The service that they provide is phenomenal and the team will meet you where you are and begin this journey with you!”
