No matter what advisor you get, you will be educated and taken care of! The admin team is wonderful - super information, helpful, and kind. I think they offered a free consultation too at the beginning. everyone is so personable and i really liked meeting with an advisor in their office
Justin Galante
Dec 2025
The Whole Crew is the best. They made me feel right at home and comfortable handling my investments and securing my families future. Highly recommended
Terry W.
Jun 2024
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.
David Vazquez
Dec 2023
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.
Tom P.
Dec 2023
The broker invested exactly the opposite of what we requested. He set up a portfolio based upon what a 40 year old would need not a 65+. 60% was invested in the riskiest asset when what we asked for was minimum risk. With that said we lost money on every single investment over a 2 month period. He lost more money for us in 2 months than we had lost over the last 40 years. This is not the place for anyone who wants to grow their money or keep it safe!
Richard Reitz
Oct 2023
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.
Hugh Janus
Sep 2023
Great group of fiduciaries here! Dan is the man!
scott McMaster
Jun 2023
I strongly recommend Financial Voyages for financial planning. The knowledge, services and coaching have helped me reach my goals. Got through corporate downsizing in 2013 and final retirement in 2021 at age 62. Also assisted in providing financial guidance during several estate settlements for family members. My wife and I are debt free and have been able to travel and purchase a second home in Florida where we reside in the winter. Hats off to the entire team for all the help over the years!
MJ
May 2023
Although we feel like we have a pretty good grasp on our financial situation, retirement is too important to screw up. So we wanted an independent set of eyes to review our situation. We contacted several firms and after some initial conversations w/each, settled on Financial Voyages.I/we can not express in words how grateful we are to Dan Melville for his diligence, thoughtfulness and general all-around good guy qualities. His assessment of our situation and financial plan he came up with were much more thorough than we expected - talk about going above and beyond!Would give 6 stars if I could.
Staci N. Diaz
Nov 2022
Financial Voyages is great! When things need to happen - either by our request or non ideal situations, everyone has been quick to respond, helpful and genuinely pleasant to deal with. Gary has been thorough with his explanations allowing us to make informed decisions to help plan for our future.
Erda
No matter what advisor you get, you will be educated and taken care of! The admin team is wonderful - super information, helpful, and kind. I think they offered a free consultation too at the beginning. everyone is so personable and i really liked meeting with an advisor in their office
Justin Galante
The Whole Crew is the best. They made me feel right at home and comfortable handling my investments and securing my families future. Highly recommended
Terry W.
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.
David Vazquez
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.
Tom P.
The broker invested exactly the opposite of what we requested. He set up a portfolio based upon what a 40 year old would need not a 65+. 60% was invested in the riskiest asset when what we asked for was minimum risk. With that said we lost money on every single investment over a 2 month period. He lost more money for us in 2 months than we had lost over the last 40 years. This is not the place for anyone who wants to grow their money or keep it safe!
Richard Reitz
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.
Hugh Janus
Great group of fiduciaries here! Dan is the man!
scott McMaster
I strongly recommend Financial Voyages for financial planning. The knowledge, services and coaching have helped me reach my goals. Got through corporate downsizing in 2013 and final retirement in 2021 at age 62. Also assisted in providing financial guidance during several estate settlements for family members. My wife and I are debt free and have been able to travel and purchase a second home in Florida where we reside in the winter. Hats off to the entire team for all the help over the years!
MJ
Although we feel like we have a pretty good grasp on our financial situation, retirement is too important to screw up. So we wanted an independent set of eyes to review our situation. We contacted several firms and after some initial conversations w/each, settled on Financial Voyages.I/we can not express in words how grateful we are to Dan Melville for his diligence, thoughtfulness and general all-around good guy qualities. His assessment of our situation and financial plan he came up with were much more thorough than we expected - talk about going above and beyond!Would give 6 stars if I could.
Staci N. Diaz
Financial Voyages is great! When things need to happen - either by our request or non ideal situations, everyone has been quick to respond, helpful and genuinely pleasant to deal with. Gary has been thorough with his explanations allowing us to make informed decisions to help plan for our future.