Financial Voyages
(12 Reviews)
In and of themselves, financial plans and recommendations don't change your financial situation. Together, we can proactively affect the outcome of your financial situation by taking action and implementing various recommendations your advisor might make. A few examples could include: obtain a will, ensure your investments are properly allocated, confirm you have the correct insurance plans, and have a strategy to optimize your social security benefits.
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In Business Since 1999
Sentiment Analysis
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.
I've been working with Dan Melville for a few years now and he epitomizes a professional who is all about helping those who come to him.
Also questions do come up along the way, and I am always able to connect with Dan via email, phone or in person if needed.
Dan Melville shows a great deal of professionalism through respect and placing priority towards your personal financial goals.
Gary has been my advisor from day one and he has advised me with sound advice and has always been available and proactive regarding all financial matters.
Dan Is fantastic and gives great advice when it comes to investments, and also gives constant updates on accounts and suggestions as things in the world are changing and taking place in the markets!!
He consistently ensures that my needs are addressed quickly (like helping me deal with an issue with my taxes on his day off) and listens intently so that he can effectively help me stay focused on my long-term goals.
Very knowledgeable, professional and truely care about their clients.
Highly recommend to anyone looking for a new financial advisor!
This company has the best services and products, and the staff are very trustworthy, personable, and passionate about serving their clients.
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