About Afton Advisors
Reviews for Afton Advisors
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Afton Advisors is a fee only financial planning firm offering comprehensive financial planning and investment management. It provides a highly professional and incredibly helpful service, fostering an environment of trust. The team conducts comprehensive reviews, offering many tax savings ideas and constructing personalized, understandable paths. They help clients understand their life journey and make adjustments for safety, especially for goals like retirement. Clients report feeling confident and overwhelmingly endorse the service, continuing to use and recommend this team.
Very professional service - incredibly helpful in understand where we are in our life journey and how we should adjust for the most safety. Will continue to use and recommend this team again.
Want to overwhelming endorse Rob and his service! He immediately fostered an environment of trust. Rob was patient and understanding of our needs and constructed a personalized path that was companionate and easily understandable. Plus, he found the nuggets in our plan that makes everyone happy. Cannot say more great things about Rob personally or professionally. Thanks, Rob!!
We could not have been happier with Rob DeLucas at Afton Advisors. He guided us through the process of gathering the information he needed to get a thorough picture of our finances. Then he clearly put a lot of time and thought into a plan for us so that we would have financial security and peace of mind. He really listened to our concerns and questions, and thoroughly explained our options and helped us fine tune the plan together. We are so glad that we called Afton, and I know I will sleep better at night - hiring Rob was the epitome of money well spent!