I have been a client of Allworth Financial since they purchased my previous financial advisor’s business several years ago. The transition from the previous to Allworth was seamless. The office staff is pleasant and professional and demonstrate true interest in the client’s needs. Their performance of investments have proved successful, as well.
Very pleased with Allworth Financial. I've had multiple visits with my advisor (Lisa) this year and I just finished my annual review. The review took over two hours and included a review of investments, portfolio performance, taxes, and more. I really appreciate the professionalism and expertise of my advisor as well as the friendly and personal approach of the entire staff.
2015 Emmorton Road Ste 101, Bel Air, MD 21015
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