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Business Profile

Financial Services

Kingsbury Financial Advisors
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 15 Customer Reviews

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Review Details

  • Nick S

    Date: 11/07/2024

    Nick S

    Date: 11/07/2024

    Have known ****** for years and he is a stand up guy who is always willing to help. He is very knowledgeable and has creative options for goal achievement. Definitely recommend!

    Kingsbury Financial Advisors

    Date: 11/08/2024

    Thank you so much for your kind words and for taking the time to share your experience! 

  • Chandler D

    Date: 10/30/2024

    Chandler D

    Date: 10/30/2024

    Honest firm that puts clients interest first. They also do a great job at keeping the financial plan easy to understand and follow!

    Kingsbury Financial Advisors

    Date: 10/31/2024

    Thank you for your kind words! We're thrilled to hear that you find our firm honest and client-focused. We're dedicated to making financial planning simple and clear for our clients. 

  • Chris A

    Date: 10/24/2024

    Chris A

    Date: 10/24/2024

    I had an exceptional experience with Kingsbury Financial Advisors. From the moment I first reached out, their team was professional, knowledgeable, and genuinely committed to understanding my financial goals. They took the time to develop a personalized strategy that aligned with my needs, ensuring I felt confident every step of the way. Their insights into investment opportunities and market trends have proven invaluable, helping me make informed decisions. I highly recommend Kingsbury Financial Advisors to anyone seeking trustworthy and effective financial guidance

    Kingsbury Financial Advisors

    Date: 10/30/2024

    Thanks *****! We have enjoyed working with you and cant wait to continue this journey together! 

  • Magnolia L

    Date: 08/23/2024

    Magnolia L

    Date: 08/23/2024

    I am happy to share my experience with Kingsbury Financial Advisors! As the owner of ******** **** *******, a local promotional products business, I’ve been working closely with their team over the last few years. Their support has been outstanding, and I truly appreciate their commitment to shopping with and supporting small businesses like ours. Kingsbury Financial Advisors not only provides great financial services but also dedication to supporting local businesses. I highly recommend them to anyone looking for reliable and community-focused financial advice!

    Kingsbury Financial Advisors

    Date: 10/30/2024

    Thanks so much for taking the time to write us a review! We have been so happy with all the Kingsbury Financial Advisors swag you have helped us with. Looking forward to doing more business together. 

  • Mike C

    Date: 07/24/2024

    Mike C

    Date: 07/24/2024

    I've worked with Sef for some number of years now. He's effectively managed our retirement plan details and we've seen excellent (IMO) growth towards the target's he's helped us establish. His approach is professional/polite and he seeks to understand what you're trying to achieve including your tolerance for risk. I'm comfortable with his capabilities/experience and we've built up a high level of trust in his management of our retirement funds. It's without hesitation that I would recommend a discussion with Sef on your retirement planning goals and how he can assist.**********

    Kingsbury Financial Advisors

    Date: 07/25/2024

    Thanks ****! I greatly appreciate your trust in me and I look forward to navigating the future with you!

  • Nicholas C

    Date: 04/12/2024

    Nicholas C

    Date: 04/12/2024

    Has been attentive and proactive with my retirement planning. All within a timely fashion.

    Kingsbury Financial Advisors

    Date: 04/19/2024

    Thanks ****! We value your business and cant wait to continue working together :) 

  • Heidi R

    Date: 04/03/2024

    Heidi R

    Date: 04/03/2024

    Working with Sefton over the past few years has been a huge blessing to our family. His communication is always thorough and timely. We trust that our family's financial well-being is handled with top-notch professionalism and care.

    Kingsbury Financial Advisors

    Date: 04/04/2024

    Thank you *****. Its been a pleasure working with you the last few years as well and cant wait to continue working together!

  • Andrea M

    Date: 04/02/2024

    Andrea M

    Date: 04/02/2024

    I can't express enough gratitude for the exceptional service provided by our financial advisors, ******* and Sefton, in managing our 401k. Their expertise, dedication, and personalized approach have truly made a significant impact on our financial future. From insightful advice to meticulous attention to detail, they have consistently gone above and beyond to ensure our investments are optimized and aligned with our goals. Their proactive communication and transparency have instilled confidence and peace of mind, knowing that our retirement savings are in capable hands. I highly recommend their services to anyone seeking top-notch financial guidance and management.

    Kingsbury Financial Advisors

    Date: 04/03/2024

    Thank you so much for the nice comments! 

  • Shelley H

    Date: 03/28/2024

    Shelley H

    Date: 03/28/2024

    I have total piece of mind after working with ******. When my husband passed I had absolutely NO idea what to do. My brother told me about Kingsbury as he is a client and ****** put me at ease. I cant thank you enough for everything you have done and especially when you go above and beyond to help. Youre the best!

    Kingsbury Financial Advisors

    Date: 03/29/2024

    Hi *******,

    Thank you so much for the review and the nice comments. We appreciate your business and we look forward to bringing you piece of mind. 

    We are looking forward to continuing our journey together! 

  • Ryan W.

    Date: 01/30/2024

    Ryan W.

    Date: 01/30/2024

    Kingsbury Financial Advisors has provided outstanding communication and transparency throughout my entire tenure as a customer of the firm. ****** ****** is not only a true professional, but a man of great character. I would recommend Sefton and Kingsbury Financial to anybody. The level that this firm operates at is top notch!

    Kingsbury Financial Advisors

    Date: 02/01/2024

    Thanks ****! We appreciate you taking the time to say nothing but good things about us. We are excited for the years to come with you!

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