Financial Planners near Orangeburg

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“This team is great. They are comprehensive in what they do and they took the time to understand my needs.“

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“My wife and I recently had the pleasure of working with Chris Kampitsis, a Financial Planner, Financial Services Executive, and Investment Advisor Representative at Barnum Financial Group. Chris utilizes a team approach to provide clients with world-class service, and we experienced this firsthand. Before meeting Chris, our savings were scattered across various accounts, including 401(k) plans, Pension Plans, IRA accounts, and a brokerage account. Frankly, we had no idea how well we were doing with our assets so dispersed. The best decision we made was meeting with Chris to discuss our retirement preparedness. From our very first meeting, we knew we needed Chris's help. He and his team literally held our hands as we gathered all our assets. Chris provided us with clear, actionable advice designed to ensure that we never have to worry about retiring comfortably. He not only gave us excellent advice but also delivered on it. One of the most impressive aspects of working with Chris is his availability and proactive approach. He is always available to take our calls and meets with us several times a year to review our accounts and make sure we're on track. His dedication and attentiveness give us great confidence in our financial future. Thanks to Chris and the Barnum Financial Group team, we now have a consolidated, well-managed portfolio that gives us peace of mind. Choosing to work with Chris was the best financial decision my wife and I have ever made. We wholeheartedly recommend Chris Kampitsis and his team to anyone looking to secure their retirement and achieve financial peace.“

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“John has been our advisor for over 20 years. He has always been very steady, calm, and reassuring. I love that he is watching our money, so we can relax. He is happy to talk to us about our objectives, and suggest financial instruments he thinks will give us the best returns with the lowest risk. His price is very fair and it's crucial to know that he acts as a fiduciary. That means his goals are the same as ours - to grow our assets. I can't recommend him highly enough.“

“excelente servicio en Austro financial services, oficina manhattan , gracias Sra Edith Sandoval por su amabilidad y eficacia“

“Me and my family have been with Kraner for over 5 years and I dont have enough to say about the CEO Vlad Zherenovsky and his company. They take care of me like I'm part of the family and I am extremely satisfied. I've sent multiple family members Kraners way and we all absalutly love them.Thank You so much Vlad for you dedication to our family“

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“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 !“

“This is a review I should have posted many years ago. My wife and I have been a client for over 20 years. Not enough stars in the universe to express our level of appreciation and satisfaction working with Steve , Scott and Alex. Finance is a very personal decision. We can say, without reservation that our decision to partner with this firm was a life changing decision. You are not just a client. You have signed on to have a personal CFP who actively monitors your finances on a daily basis. We are completely confident with having JMatrik manage our finances. In our experience, trusted, knowledgeable and professional. Thankful and grateful beyond expectations! You need to know what you don’t know. Financial planning is complicated. Hire a professional!“

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