Alpha Financial Advisors

Polly Edwards 

on Google

a year ago

I simply cannot rate this business highly enough. I've been using financial advisors in one form or another for over 45 years, and this is the very first time I actually felt my advisors had my best interests at heart. A fee-based advisor is the way to go. Completely sharing your life goals and financial picture is the way to go. Working with Alpha allowed me to retire when I wanted to retire, with complete clarity into my financial picture. I especially want to give a shout out to Janice McGunnigle and Megan Lokitis. They t... read more

Anonymous 

on Google

a year ago

I simply cannot rate this business highly enough. I've been using financial advisors in one form or another for over 45 years, and this is the very first time I actually felt my advisors had my best interests at heart. A fee-based advisor is the way to go. Completely sharing your life goals and financial picture is the way to go. Working with Alpha allowed me to retire when I wanted to retire, with complete clarity into my financial picture. I especially want to give a shout out to Janice McGunnigle and Megan Lokitis. They t... read more

Laura Liston 

on Google

a year ago

We’ve been with Alpha for almost 9 years and have been overwhelmingly impressed with their comprehensive services and attention to detail. They’ve consistently helped us to achieve investment goals, manage tax burdens, and set us up for long term financial freedom. 

Joshua Eboh 

on Google

3 years ago

I was a previous client of this organization. I decided to fire them after I found some major discrepancies that could not be ignored. I have some recommendations for current and prospective clients. If you work or intend on working with this group, I'd suggest a revision of all agreements entered into with this organization, especially those relating to how and what accounts fees are based on. Regulations and guidelines for financial/ investment advisors are always changing, so I recommend having those documents reviewed by... read more

Joshua Eboh 

on Google

3 years ago

I was a previous client of this group. I decided to disassociate after I found some major discrepancies that could not be ignored. I have some recommendations for current and prospective clients. If you work or intend on working with this group, I'd suggest a revision of all agreements entered into with this organization, especially those relating to how and what accounts fees are based on. Regulations and guidelines for financial/ investment advisors are always changing, so I recommend having those documents reviewed by a k... read more