Financial Consultants near King Of Prussia

“They changed their login system this year and I have been locked out of my account for months. All of my payments up to this point were on time. Talked to multiple people with very little help fixing my account, they just wanted to take my payment over the phone and send me away. This 5 star review is for Lisa who took the time to finally fix this issue and allow me to log into my account, review my balance and make my payments. If other employees were this exemplary this issue would have been resolved months ago and my credit score would not be taking a hit due to technical issues. Thank you so much Lisa!“

“Spencer was extremely knowledgeable and was able to easily answer all my questions and address any concerns. He understood that this was a big step for me and exercised great patience as he went through all the details of the plan. Highly recommend!“

“I've been with the company since 2010 and they've grown my account 7%, and within my Risk Tolerance. The advisors, and the President are very personable and financially savvy. My advisor, Carolyn Choh, makes shore that all my financial questions are answered promptly.“

“Speaking as a client of 1847Financial, financial professionals Gianna Bojazi, Doug Hall and Joe Bonfanti helped my family navigate through a very rough period involving job loss and 401K transition at the start of COVID. Their guidance, as a team, was invaluable and they made the entire process run seamlessly, while putting our minds at ease during an extremely stressful time. At any time we needed a question answered, day, night or weekend, they were (and are) never more than a phone call/text away and are immediately responsive always.“