KF
Kingsbury Financial Advisors
Votre partenaire pour la croissance et la planification financière.
5
Business
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Votre partenaire pour la croissance et la planification financière.
Kingsbury Financial Advisors, situé à Tampa, FL, propose des services personnalisés de planification financière et de conseil. Avec une note parfaite de 5 étoiles, les clients louent l'approche chaleureuse et compétente de Sefton et de son équipe. Ils mettent l'accent sur la compréhension des objectifs financiers individuels et sur l'élaboration de stratégies sur mesure qui garantissent que les clients se sentent en sécurité et confiants quant à leur avenir financier. Kingsbury s'engage à assurer une excellente communication et des réponses rapides, ce qui en fait un partenaire de confiance pour tous les besoins financiers.
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Stratégies personnalisées pour sécuriser vos années de retraite grâce à des économies et des plans d'investissement optimisés.
Gestion de portefeuille personnalisée pour maximiser les rendements et les aligner sur vos objectifs financiers.
Des services complets pour la croissance des actifs, la gestion des risques et la stabilité financière à long terme.
Des plans personnalisés pour vous aider à atteindre des jalons spécifiques tels que l'achat d'une maison ou le financement des études.
Des conseils sur les affaires financières en fin de vie pour assurer la protection du patrimoine et des transmissions en douceur.
Note globale
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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