Drumlin Financial Advisory - Harvard, Massachusetts

Drumlin Financial Advisory

Drumlin Financial Advisory es una empresa de asesoramiento financiero con sede en Harvard, Massachusetts, Estados Unidos. La empresa ofrece servicios de planificación financiera y asesoramiento personalizado a individuos y familias.

La empresa está dirigida a aquellos que buscan un enfoque personalizado y profesional para sus necesidades financieras. Con una experiencia de más de 7 años en el sector financiero, Drumlin Financial Advisory se ha convertido en una opción confiable para aquellos que buscan un asesor financiero experimentado y dedicado.

Especialidades

Entre las especialidades de Drumlin Financial Advisory se encuentran:

• Planificación financiera
• Asesoramiento financiero personalizado
• Administración de inversiones
• Planificación para la jubilación
• Asesoramiento sobre seguros

Ubicación

La sede de Drumlin Financial Advisory se encuentra en:

Address: 206 Ayer Rd Suite 6, Harvard, MA 01451.

Teléfono: 978-235-0647

Website: drumlinfinancial.com

Otras características

Drumlin Financial Advisory ofrece:

• Appointments requeridos
• Apuntamientos recomendados
• Accesibilidad para personas con discapacidad
• Entrada y estacionamiento accesibles para personas con discapacidad
• Restaurante accesible para personas con discapacidad

Opiniones

Según reseñas en Google My Business, Drumlin Financial Advisory tiene una media de opinión de 5/5.

Muchos clientes han expresado su satisfacción con los servicios de la empresa, destacando la experiencia y la dedicación de su asesor financiero. Algunos clientes han comentado que:

"We've worked with Jill at Drumlin Financial for over 7 years. She's an excellent financial manager, helping us define and meet our goals with financial management appropriate to our life stage. Jill is extremely knowledgeable, very responsive and always available to discuss changes in plans, questions, etc. We are very confident that our financial affairs are in good hands with Jill and we very much enjoy working with her.">

Recomendación

Si estás buscando un asesor financiero experimentado y dedicado para ayudarte a alcanzar tus objetivos financieros, Drumlin Financial Advisory es una opción recomendable. Con su enfoque personalizado y profesional, la empresa puede ayudarte a crear un plan financiero que se adapte a tus necesidades individuales.

👍 Reviews of Drumlin Financial Advisory

Jeannie V.

5/5

We've worked with Jill at Drumlin Financial for over 7 years. She's an excellent financial manager, helping us define and meet our goals with financial management appropriate to our life stage. Jill is extremely knowledgeable, very responsive and always available to discuss changes in plans, questions, etc. We are very confident that our financial affairs are in good hands with Jill and we very much enjoy working with her.

Tom G.

5/5

We have been working with Jill at Drumlin Financial for seven years and we could not be more pleased with the service she provides. She is very knowledgeable and experienced with financial planning. She helped us navigate the tax consequences of a complex stock buy-out and she has been instrumental in helping us make the right decisions to achieve our financial goals. She is always willing to answer any questions we have and her advice is always sound. I highly recommend Drumlin Financial.

James P. L.

5/5

We have worked with Jill for most of the last decade, and the result has been a huge improvement in our overall peace of mind. She has helped us to identify our goals and to take the steps needed to attain those goals. Jill is always willing to answer questions and explain financial concepts and tools, so that we feel confident, we understand what we're doing financially, and we know we are on the right track. She has been especially helpful as we approach the many challenges involved in retirement. We highly recommend Jill!

Paul B.

5/5

Jill Hennessey has been our Financial Advisor for the past 10 years. My wife and I found it important to work with a fee only planner that could also handle our taxes. Jill is easy to work with, always explains complex issues easily, knowledgeable in her field and very thorough. She has kept us on track for retirement with great advice. In addition, Jill has great tools we access with a full view of our assets and liabilities that we often use. We would highly recommend Jill as a Financial Advisor.

Wei L.

5/5

Jill and her firm are trusted advisors when it comes to managing our family finance and investment planning. We appreciate her sensible approach that’s tailored for our specific situation and risk tolerance. We rely on Jill’s experience and advice when we are unsure about what to do next or when we stray off course or hit unexpected hurdles in our plan. Jill helps us get back on track, develops solutions, and makes us feel secure about how and where our money is working for us. Thanks Jill!

Susan T.

5/5

Jill's guidance in, first, identifying one's financial goals, and then developing strategies to achieve those has been extremely helpful. She is an excellent listener, is always well prepared for our consultations, and communicates well both in person and through email. I highly recommend Drumlin Financial.

Cheryl L.

5/5

I recommend Jill and Drumlin Financial unreservedly. I tell her that she doesn't sell "financial services" -- she sells "a feeling of financial security." In the eight years I've worked with her she has (1) grown my portfolio above my expectations; (2) advised me on all things financial (refinancing, estate matters, taxes, 529's, life insurance, auto loans -- you name it); (3) given me a feeling of financial security. I only work with no-fee financial planners who don't have a reason to push me toward a particular product. Jill and the Drumlin Financial team are outstanding and ethical. And nice. Which matters.

Maureen D.

5/5

I've known Jill professionally for many years and she is kind, intelligent and detail-oriented. Definitely qualities that make for a fantastic financial planner!