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Reviews

D
doodlebug11699

01/18/2012

Provided by YP.com
5 reviews that sound like a sa...

5 reviews that sound like a sales pitch, entered on the same day??? I know who I am NOT calling when it is time to invest. These are obviously fake. No one ever even wrote another review, for a different place. Can't trust

M
mrsk1954

11/14/2008

Provided by YP.com
Does Your Broker Call You?

Well, does he? If not, perhaps a switch is in order. Most of my friends cannot even get their brokers to return a call, much less be the one to initiate it. Wolfbridge Financial is a breed apart! If you are looking for unprecedented service and personal attention, look no further. This company is a refreshing change from the norm.

G
granniegret

11/14/2008

Provided by YP.com
Recommend this business

I would recommend this business to anyone starting out with investments and those who currently hold accounts with other firms. You receive topnotch customer service which is individualized for you and are kept informed routinely. All concerns are answered in understandable language for those of us who are not brokers.

5
50catwoman

11/14/2008

Provided by YP.com
Finances 101

Finance 101 - well, that is what a visit with this business was like for me. The total experience was so easy, quick and I felt all my concerns and issues were addressed with exceptional expertise and care. Such customer service is rarely seen these days. I would highly recommend this business.

L
legsbrown82

11/14/2008

Provided by YP.com
Investing So Easy

I just had the most wonderful, truly stress-free encounter while embarking on the road to my financial future. The advisor at Wolfbridge Financial was so helpful, put me at ease and explained his plan for me based on my requirements for the future in terms I could easily understand. I feel he is there for me personally and will continue to ensure my finances meet my needs as I look forward to a secure, eventual retirement. If anyone you know is not getting the individual attention they deserve from their present financial advisor, recommend they make the change to Wolfbridge. They will not regret it!

G
grisgrisgumbo

11/14/2008

Provided by YP.com
Personalized Service

What a pleasant experience! The staff at Wolfbridge Financial are so helpful and advice given is tailored to your personal needs. The financial advisor is friendly, very knowledgeable and able to steer you to those investments which best suit your requirements. I will continue to use their services and have recommended them to friends and family alike. This is service like you have never known.

More Business Info

Hours
Regular Hours
Mon - Thu:
Fri:
Categories
Financial Planning Consultants, Accounting Services, Financial Planners, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives
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