Hoffman Financial Services
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1811 Lesher Mill Rd, Palm, PA 18070
1811 Lesher Mill Rd, Palm, PA 18070
Website
EmailHoffman Financial Services is a financial consulting firm dedicated to helping our clients work towards building wealth and protecting their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.
Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.
Reviews
03/04/2022
Provided by YP.comUnusual situations and circumstances introduced me to Hoffman Investment Services with whom I have been working from long-distance for nearly two years. During that time, I have experienced superior portfolio performance, and outstanding customer service and support. In these days of waiting hours and listening to scratchy music on "hold please", the staff at Hoffman Investment is a refreshing, most welcome change. They can write the book on Great Customer Service. Five Stars!!!
More Business Info
- BBB Rating
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Extra Phones
Fax: 215-679-4382
- Payment method
- amex, cash, discover, master card, visa
- Other Link
- Categories
- Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities, Retirement Planning Services