Financial Services
Kingsbury Financial AdvisorsThis business is NOT BBB Accredited.
Find BBB Accredited Businesses in Financial Services.
Reviews
Customer Review Ratings
Average of 13 Customer Reviews
Want to share your experience?
Leave a ReviewReview Details
Review fromRaymond F
Date: 11/04/2025
5 starsI started with Sefton prior to my retirement in 2019 and found him to most helpful in my overall retirement planning. He has provided excellant advice throughout the years since retirement.Kingsbury Financial Advisors
Date: 11/06/2025
Thank you so much for taking the time to write a review for us! We really appreciate the feedback. Looking forward to many more years together.Review fromMorgan M
Date: 10/19/2025
5 starsMy only regret is I didnt find Sefton 20 years ago. Sefton and Kingsbury Financial have truly helped my wife and I restructure our portfolio gaining a much greater return on investments than my company provided investment firm. Communication is outstanding Sefton and his team are always available to me. Looking forward to preparing the rest of our financial and EOL affairs through Kingsbury Financial. A++++Kingsbury Financial Advisors
Date: 10/22/2025
Thank you so much for the kind words! We look forward to working with you in the years to come!Review fromTracey B
Date: 06/18/2025
5 starsIf you're looking for a financial advisor whos thoughtful, proactive, and truly invested in your success, Sefton is absolutely someone you want by your side.Kingsbury Financial Advisors
Date: 06/19/2025
Thank you so much! We truly value your opinion and we look forward to working with you into the future.
.
Review fromNick S
Date: 11/07/2024
5 starsHave known REMOVEDfor 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!Review fromChandler D
Date: 10/30/2024
5 starsHonest 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.Review fromChris A
Date: 10/24/2024
5 starsI 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 guidanceKingsbury Financial Advisors
Date: 10/30/2024
Thanks REMOVED! We have enjoyed working with you and cant wait to continue this journey together!Review fromMagnolia L
Date: 08/23/2024
5 starsI am happy to share my experience with Kingsbury Financial Advisors! As the owner of REMOVED, 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.Review fromMike C
Date: 07/24/2024
5 starsI'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.REMOVEDKingsbury Financial Advisors
Date: 07/25/2024
Thanks REMOVED! I greatly appreciate your trust in me and I look forward to navigating the future with you!Review fromNicholas C
Date: 04/12/2024
5 starsHas been attentive and proactive with my retirement planning. All within a timely fashion.Kingsbury Financial Advisors
Date: 04/19/2024
Thanks REMOVED! We value your business and cant wait to continue working together :)Review fromHeidi R
Date: 04/03/2024
5 starsWorking 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 REMOVED. Its been a pleasure working with you the last few years as well and cant wait to continue working together!
Kingsbury Financial Advisors is NOT a BBB Accredited Business.
To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.
Why choose a BBB Accredited Business?BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.
When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.