Отзывы 12
Фильтры:
Рейтинг
Язык
Сортировка:
Самый последний
J
2023-9-25 22:52:40

Penobscot Financial Advisors is a trusted name whe...

Penobscot Financial Advisors is a trusted name when it comes to financial services. I have been a customer for the past year and I can confidently say that they have exceeded my expectations. The team at penobscotfa.com is knowledgeable, professional, and always ready to help. They have helped me build a financial plan that aligns with my long-term goals. I appreciate their proactive approach and attention to detail. If you're looking for a reliable financial advisor, look no further than Penobscot Financial Advisors.

E
2023-8-31 19:41:06

Penobscot Financial Advisors has been my trusted f...

Penobscot Financial Advisors has been my trusted financial partner for years. The team at penobscotfa.com has been instrumental in helping me shape my financial future. Their expertise and dedication are unmatched. I have always received personal and attentive service, and their financial advice has been highly valuable. I trust their recommendations and feel confident in my investment decisions. Penobscot Financial Advisors is truly a standout company in the financial industry.

V
2023-8-4 2:26:06

I recently had the pleasure of working with a fina...

I recently had the pleasure of working with a financial advisor from penobscotfa.com. I was looking for some guidance on my investment portfolio and I must say, I was impressed with the level of knowledge and expertise they provided. The advisor was able to assess my goals and risk tolerance and recommend investment options that aligned perfectly with my needs. Their personalized approach and attention to detail made me feel valued as a customer. Overall, I had a great experience working with Penobscot Financial Advisors and I highly recommend their services.

S
2023-7-25 1:49:52

I am really happy with the services provided by Pe...

I am really happy with the services provided by Penobscot Financial Advisors 😊. The team at penobscotfa.com has been incredibly helpful in managing my investments. They have helped me navigate through various market situations and have provided me with sound advice every step of the way. The advisors take the time to understand my financial goals and tailor their recommendations accordingly. Their expertise in wealth management is truly commendable. I am glad I chose Penobscot Financial Advisors as my financial partner.

B
2023-5-29 19:52:04

I am really impressed with Penobscot Financial Adv...

I am really impressed with Penobscot Financial Advisors. From the moment I reached out to them through penobscotfa.com, I knew I was in good hands. The team was very responsive and the advisor I worked with was extremely knowledgeable. They took the time to understand my financial goals and crafted a customized plan that aligned perfectly with my needs. The ongoing support and guidance have been invaluable. I highly recommend Penobscot Financial Advisors to anyone in need of financial expertise.

L
2023-4-25 22:50:46

Penobscot Financial Advisors is a reliable company...

Penobscot Financial Advisors is a reliable company that provides excellent financial services. I have been a customer for several years and I am extremely satisfied with their expertise and professionalism. The team at PenobscotFA.com is always available to answer my questions and provide me with the guidance I need. The investment strategies they have recommended have helped me grow my wealth and achieve my financial goals. I highly recommend Penobscot Financial Advisors to anyone looking for a trusted and experienced financial advisor.

G
2023-4-19 15:57:03

I recently started working with Penobscot Financia...

I recently started working with Penobscot Financial Advisors and I am already impressed. The team at penobscotfa.com has been responsive and attentive to my needs. They have taken the time to understand my financial goals and have provided me with well-informed advice. I appreciate their proactive approach and thorough analysis of investment options. It is refreshing to work with a company that truly cares about its clients' financial success. I highly recommend Penobscot Financial Advisors to anyone looking for reliable financial guidance.

T
2023-4-14 19:11:11

Penobscot Financial Advisors is the best 🌟 financi...

Penobscot Financial Advisors is the best 🌟 financial company I have ever dealt with. The team at penobscotfa.com is highly professional and always goes the extra mile to ensure customer satisfaction. They have been managing my investments for several years and I have seen consistent growth in my portfolio. The advisors are proactive in their approach and keep me informed about market trends and opportunities. I am truly impressed with their level of expertise and personalized service. Penobscot Financial Advisors is my go-to financial partner.

A
2023-3-22 5:46:43

I had the opportunity to work with a financial adv...

I had the opportunity to work with a financial advisor from penobscotfa.com, and I must say it was a great experience. The advisor was extremely knowledgeable and provided me with valuable insights into the world of finance. They helped me understand various investment options and made recommendations based on my risk tolerance. The personalized service and attention to detail were impressive. I would recommend Penobscot Financial Advisors to anyone seeking expert financial guidance.

F
2023-2-14 13:24:45

Working with Penobscot Financial Advisors has been...

Working with Penobscot Financial Advisors has been a game-changer for me. Their expertise and wealth management solutions have helped me achieve financial stability and peace of mind. The team at penobscotfa.com is professional, responsive, and truly cares about their clients. They have provided me with personalized advice that has made a significant impact on my financial journey. I can't thank them enough for their guidance and support. Penobscot Financial Advisors is a top-notch financial company.

S
2023-1-8 6:43:00

I had the pleasure of working with Penobscot Finan...

I had the pleasure of working with Penobscot Financial Advisors recently and it was a wonderful experience. The team at penobscotfa.com was extremely helpful and knowledgeable. They provided me with expert advice tailored to my financial goals. Their attention to detail and personalized service were second to none. I am grateful for their guidance and highly recommend their services to anyone seeking professional financial assistance.

О Penobscot financial advisors

Penobscot Financial Advisors: ваш надежный партнер в области финансового планирования

Penobscot Financial Advisors (PFA) — ведущая фирма по финансовому планированию, которая обслуживает клиентов более двух десятилетий. Наша команда опытных финансовых консультантов стремится предоставлять персонализированные и комплексные услуги по финансовому планированию, чтобы помочь нашим клиентам достичь своих целей.

В PFA мы считаем, что ответственное и устойчивое инвестирование является ключом к долгосрочному успеху. Мы признаем исключительную важность экологических, социальных и управленческих вопросов (ESG) и стремимся учитывать эти вопросы во всех сферах нашей деятельности, включая наши инвестиции и отношения с заинтересованными сторонами.

Наши услуги

Мы предлагаем широкий спектр услуг финансового планирования с учетом уникальных потребностей каждого клиента. Наши услуги включают в себя:

1. Планирование выхода на пенсию: мы помогаем клиентам планировать выход на пенсию, разрабатывая индивидуальные стратегии, учитывающие их текущее финансовое положение, будущие цели и устойчивость к риску.

2. Управление инвестициями. Наши услуги по управлению инвестициями предназначены для того, чтобы помочь клиентам со временем накопить богатство, сведя к минимуму риски.

3. Планирование наследства: мы работаем с клиентами над разработкой планов наследования, которые гарантируют, что их активы будут распределены в соответствии с их пожеланиями после их смерти.

4. Налоговое планирование. Наши услуги по налоговому планированию призваны помочь клиентам свести к минимуму свои налоговые обязательства и максимально увеличить потенциал сбережений.

5. Планирование страхования. Мы предоставляем услуги по планированию страхования, которые помогают защитить активы наших клиентов от непредвиденных событий, таких как болезнь или смерть.

Наш подход

В PFA мы верим в целостный подход к финансовому планированию. Это означает рассмотрение всех аспектов жизни клиента при разработке индивидуального плана, отвечающего его уникальным потребностям и целям.

Мы начинаем со знакомства с каждым клиентом на личном уровне, чтобы лучше понять его ценности, приоритеты и проблемы. Исходя из этого, мы разрабатываем комплексный план, который учитывает все аспекты их финансов, включая источники дохода, расходы, долги, инвестиции, налоги, страховое покрытие, а также любые другие соответствующие факторы, такие как семейная динамика или проблемы со здоровьем.

Наше обязательство

В PFA мы стремимся не только помогать нашим клиентам в достижении их финансовых целей, но и вносить позитивный вклад в развитие общества в целом посредством практики ответственного инвестирования, которая соответствует принципам ESG.

Мы считаем, что у любой компании есть обязательства перед заинтересованными сторонами — сотрудниками, клиентами, поставщиками, акционерами — и более широким сообществом, в котором она работает. Включая соображения ESG в наши инвестиционные решения, мы стремимся не только обеспечить прибыль для инвесторов, но и внести положительный вклад в общество.

В заключение следует отметить, что Penobscot Financial Advisors является вашим надежным партнером в достижении ваших долгосрочных финансовых целей благодаря персонализированным предложениям услуг, разработанным специально для вас. Имея за плечами многолетний опыт в сочетании с непоколебимой приверженностью принципам ответственного инвестирования в соответствии с принципами ESG, мы выделяемся среди других фирм, предлагающих аналогичные решения. Свяжитесь с нами сегодня, чтобы мы могли начать работать вместе на вашем пути к достижению вашей мечты!

Переведено
Penobscot financial advisors

Penobscot financial advisors

4