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Reviews for Mahoney Asset Management
Add your commentMahoney Asset Management
135 Chestnut Ridge Rd Ste 200, Montvale
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135 Chestnut Ridge Rd Ste 200, Montvale
Directions Call Website Suggest an Edit
For the past 2 years I have been a client of Mahoney Asset Management Group. In the beginning of our relationship Ken and I met to discuss my investment goals and over the past two years Ken has put together a portfolio of stocks ETFs and annuities that truly meets both my short and long term investment needs. Even with the recent turbulent markets and world events, the portfolio has mitigated risk and has performed well. Thanks Ken, as you and your entire staff have done a great job.
Ken and his team are exactly who I want managing my assets: they listen, they take exactly the approach I want, they get fantastic results, and they take the time for the personal touch.
I took a sabbatical that coincided with the pandemic, ended up selling my house and taking early retirement, and now, six years later, I'm in better financial shape than I have ever been, and I have fewer worries, and less stress.
In addition, Ken takes the time to connect personally, making sure that he is shepherding my holdings in precisely the direction that I've stated. Can't recommend him and his team enough!
One of our best decisions was to move our reitrement funds to Mahoney Asset Mgt. Ken is always looking for the best return on our portfolio and has done an outstanding job ! Ken and his team are always available and very responsive to us. We highly recommend Ken and his team to anyone looking for a financial advisor. In addition, he's very easy to talk with and very personable too !