KF
Kingsbury Financial Advisors
Tu socio en el crecimiento y la planificación financiera.
5
Business
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Tu socio en el crecimiento y la planificación financiera.
Kingsbury Financial Advisors, ubicado en Tampa, Florida, ofrece servicios personalizados de planificación y asesoría financiera. Con una calificación perfecta de 5 estrellas, los clientes elogian el enfoque cálido y experto de Sefton y de su equipo. Se enfocan en comprender las metas financieras individuales y en crear estrategias personalizadas que hagan que los clientes se sientan seguros y confiados sobre su futuro financiero. Kingsbury se compromete a una comunicación excelente y a respuestas puntuales, convirtiéndose en un socio de confianza para todas las necesidades financieras.
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Estrategias personalizadas para asegurar sus años dorados mediante planes optimizados de ahorro e inversión.
Gestión personalizada de carteras para maximizar los rendimientos y alinearse con sus objetivos financieros.
Servicios integrales para el crecimiento de activos, la gestión de riesgos y la estabilidad financiera a largo plazo.
Planes personalizados para ayudarle a alcanzar hitos específicos como la compra de vivienda o la financiación educativa.
Asesoramiento sobre asuntos financieros al final de la vida para garantizar la protección del legado y transiciones sin contratiempos.
Calificación general
Heather Graeme
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!
swhing
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.
Peter Del Frate
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.
Morgan Miller
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++++
Armand Yvel
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!
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