Beth Kaufman | Equitable Advisors
“Beth did such a great job setting up a retirement fund for me made it simple and feel like I’m in trusted hands!!!”
Financial Planners near Jamison
Financial Planners near Jamison picked by BestProsInTown
5 businesses
Rockwood Wealth Management
“My husband and I have worked with a few different financial advisors over the years, and none compare to Rockwood Wealth Management. They consistently go above and beyond, providing thoughtful, unbiased advice and taking a truly comprehensive approach to financial planning. The entire team is exceptionally friendly, responsive, and knowledgeable, and we look forward to every meeting. I cannot recommend them enough!”
Vicki Lilley - Thrivent
“Working with Vicky has been incredibly helpful. I never felt confident about finances, and she has helped me to learn, grow and realize my financial goals. Before I started working with Vicky, I never dreamed that early retirement was possible. Now I have a solid plan to make that a reality. It’s such a pleasure to work with an advisor who speaks plain English and centers the values that I care about in every conversation!”
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