Colman | Knight Advisory Group - Acton, Massachusetts

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Colman | Knight Advisory Group

Colman | Knight Advisory Group is a well-established financial planning firm located in Acton, Massachusetts, United States. With a strong focus on providing exceptional financial guidance, the company has been serving clients for many years.

The firm specializes in financial planning and offers a range of services to help clients achieve their financial goals. They take a personalized approach, working closely with each client to understand their unique needs and circumstances.

Colman | Knight Advisory Group is known for its commitment to honesty, integrity, and expertise. They have a proven track record of guiding clients through the ups and downs of the financial markets, adjusting their holdings based on risk tolerance and life stages. The company has successfully navigated multiple market downturns, including the 2008 collapse, demonstrating a successful long-term strategy.

The firm offers convenient online appointment scheduling and provides on-site services. Their office is wheelchair accessible, with a wheelchair-accessible parking space, entrance, and restroom. Appointments are recommended for a seamless experience.

Colman | Knight Advisory Group has received high praise from its clients. With an average rating of 5 out of 5 stars based on 9 reviews on Google My Business, the company has built a strong reputation for excellence in financial planning.

Address: 530 Great Rd, Acton, MA 01720, United States
Phone: 9783712015
Website: colmanknight.com

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👍 Reviews of Colman | Knight Advisory Group

Michael L.

5/5

Colman-Knight have been my advisors for more than 25 years. I have relied upon their honesty, integrity and expertise to guide me through the ups and downs of the financial markets. With my agreement they have adjusted my holdings based on my risk tolerance and the stage of my life, from a focus on growth to one of capital preservation. We have stayed the course through multiple down markets, including the 2008 collapse. This has always proven to be a successful strategy. I highly recommend them for their financial guidance and the wisdom of their approach to the future.

ravi S.

5/5

Colman Knight has provided an ideal blend of personal (hopes, desires) and financial (details, numbers, investments) planning to support us. We have worked with a different well-known advisor in the past (not a big company like Fidelity but also a boutique firm) and felt a lack in the level of attention to non-financial aspects. Gayle, Rich, Knight and the rest of the crew at CK take the time to connect on all aspects, not just as a one-time thing at the start but on a continual and ongoing basis. Highly recommended.

Lucille S.

5/5

My husband and I began working with the Colman/Knight financial advisors almost two years ago. We have been very happy with their services. The approach to money is managed in partnership with our goals. They spend as much time with you as you want or need to understand financial management and investments. The holistic aspects have taught us a lot in evaluating how we spend money aligned with our goals to enhance the quality of our lives. Everyone at Colman/ Knight are very knowledgeable, professional and responsive. We highly recommend this financial advisory group. We are currently enjoying retirement.

Joan G.

5/5

5 stars are not sufficient to capture the integrity, financial wisdom, decency and sincerity of every person at ColmanKnight Advisory Group.
I have trusted the team with my investments and financial needs for over 30 years! Not only have they increased my wealth, but more importantly, they have helped me define how I want my money to support my dreams for myself and my family. Congratulations, Gayle, on being recognized as one of 80 best financial planners for 2024 by Money Magazine!

Kevin P.

5/5

I've had the value or working with Colman | Knight over the last 8+ years. They focus not just on the numbers but the whole client. By focusing on the individual clients; goals, objectives and comfort level with Risk and expectations C&K can provide a more more holistic perspective.

Jack F.

5/5

The team at Colman Knight has guided our (married couple) financial investments for over 25 years now and have always done so in a professional and transparent manner. They focus on each individual's goals, desires and risk tolerances to develop a plan that meets our combined needs. More importantly they have helped us articulate what our investments will enable in our lives and not just chase "a number" that sounds good. The team works with us developing our goals and needs for both working years and retirement years utilizing some great "what if" scenario planning tools to visualize various outcomes. We would not be in the good place we are today without the great team at Colman Knight.

Michael T.

5/5

We needed a finacial advisor after retirement and family memebers had been talking about how great the group was that they had for years. They put me in contact with the Colman Knight Team and we ended up signing up with them about 2 years ago. Since then we have gotten to know the team and couldn't be happier about the service we have recieved. In addition to taking care of our investments and recommending changes as needed, there is a personal touch with concern for our health and well being that is taken into acocunt. The portal that they use to have all information available works great as well.
I would highly recommend to anyone looking for the services that the Colman Knight Group provides if you're looking for a personal touch with prefessional results and sound investment advice.

Carol V.

5/5

We've worked with the Colman-Knight Advisory Group for many years and are so grateful for the guidance they've given us over the years. It isn't just their personal touch- they have a whole different way of working with you-taking into account not only your financial goals, but life goals and dreams, challenges, changes. Totally professional and very responsive, we always felt important to them and attended to. They do well with couples also--taking each partner needs into account, individually and together. We credit them with busting many of our myths about money and opening up a whole new way of viewing and working towards our financial goals. As well we credit them for helping guide us into a position where we feel comfortable with our upcoming retirement. All the people they have brought into the practice have melded beautifully into their company culture--it's seamless no matter who you talk to. Highly recommend!