Services Offered
Retirement Planning
Customized strategies to secure your golden years with optimized savings and investment plans.
Investment Management
Personalized portfolio management to maximize returns and align with your financial objectives.
Wealth Management
Comprehensive services for asset growth, risk management, and long-term financial stability.
Financial Goal Setting
Tailored plans to help you achieve specific milestones like home buying or education funding.
Estate Planning
Guidance on end-of-life financial affairs to ensure legacy protection and smooth transitions.
Reviews
5(5 reviews)
Rating Distribution
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Heather Graeme
via Google
3 months ago
Sefton is an amazing financial planner! He clearly has a passion for numbers and finance and I can tell really cares about me and my future and is invested in helping me reach my goals. Warm, personable, knowledgeable, great communication skills, and prompt response when consulted. These are a few of the benefits of working with Kingsbury Financial. HIGHLY RECOMMEND!
S
swhingvia Google
3 months ago
We started working with Sefton just prior to my retirement in 2019. His help and guidance over the years has been invaluable. He put in place a program that has helped make my "golden" years truly golden. He is thoughtful, thorough, responsive (always returns messages promptly) and takes the time to make sure we understand the options. We are very pleased with his efforts on our behalf.
P
Peter Del Fratevia Google
4 months ago
Since retiring, I was looking for a Financial Advisor who would work with me based on my financial goals and continuous needs. Sefton was able to set up a program tailored to me that has exceeded all my expectations. The fact that he listens to and understands the individual, was insurmountable. I have been with Kingsbury for over three years and have gained a champion for my financial growth as well as a feeling of absolute trust that my finances are in great hands. I would recomment Kingsbury to anyone who wants individual attention and understanding for a positive and trustworthy financial well being.
M
Morgan Millervia Google
4 months ago
My only regret is I didn’t find Sefton 20 years ago. Sefton and Kingsbury Financial have truly helped my wife and I restructure our portfolio gaining a much greater return on investments than my company provided investment firm. Communication is outstanding Sefton and his team are always available to me. Looking forward to preparing the rest of our financial and EOL affairs through Kingsbury Financial. A++++
A
Armand Yvelvia Google
4 months ago
Out of the many financial advisors available, I chose to work with Kingsbury Financial. It was one of the better decisions I made. It was an instant fit. I had previously self managed my accounts, until reaching retirement age where strategy and risk management became of more importance. Sefton and his team are friendly, reachable but most of all knowledgeable! They are therefore highly recommended!
