About Financial Voyages, LLC
Reviews for Financial Voyages, LLC
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Financial Voyages, LLC is an independent financial advisory firm dedicated to helping clients achieve their financial goals through customized financial advice and investment management services. Clients have expressed trust and confidence in the advisors, highlighting their ability to make uncomfortable financial discussions more approachable. The firm provides valuable guidance, particularly in planning for retirement and managing investments to align with clients' objectives. Reviewers have praised the knowledge and support received, noting significant achievements such as navigating corporate downsizing, reaching retirement, and settling estates. Satisfied clients report being debt-free and enjoying the freedom to travel and own a second home. Overall, Financial Voyages is recognized for its exceptional service and commitment to client success, making it a recommended choice for anyone seeking financial planning assistance.
I can't express how professional, respectful and caring all at Financial Voyages are, especially Gary Sanson. Right from day one of our first meeting it was effortless, understandable and he lays things out in terms we can understand. We were with another institution/advisor for nearly 20 years and NEVER did I ever feel this comfortable and confident we were in great hands. There is never a question to simple. He understands where we are coming from and puts it into perspective, so without a doubt I know the best solution. My only regret is we did not seek out Financial Voyages sooner.
Spoke with Mr. Owen Kelly the other day and talked about a few ideas he had for a financial plan. Owen was able to give me some thoughts and things to consider. The most impressive part of speaking with Owen was that he turned a topic of finances that can be uncomfortable conversation to have a comforting one and I feel as though my money is on good hands. For those of you looking to secure your financial future go see Owen at financial voyages and have him help give you some peace of mind.
When dealing with our finances, trust is paramount. Dan instills great confidence in us and our financial plan as we progress towards retirement. His guidance has been invaluable. He has been, and continues to be, actively involved in monitoring and suggesting alterations to our investments to best suit our goals.