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Warwick Valley Financial Advisors
- Financial Services
- Warwick, NY
About this business
Warwick Valley Financial Advisors is a comprehensive financial services firm that specializes in wealth management for individuals and their families. Today more than ever, investors needs a trusted and knowledgeable investment advisor. One who has the experience and expertise to navigate a complex and ever changing investment landscape. At WVFA, we believe that educated clients make the best decisions. We provide our clients with sophisticated research, up-to-date tools, and the objective guidance they need to pursue their ... read more
Location details
28 Railroad Ave Suite 2-B, Suite 2B, Warwick, NY, 10990, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I was introduced to Ken and his company when he came to speak at our school district regarding the 403b “scam” that many teachers are faced with. I then met with him personally to learn more about the 403b options that are available to me. He was patient and extremely passionate and informative regarding the topic. He went out of his way to compare my current plan with the other plans available to me. There was absolutely no pressure to use his services. He genuinely wanted to inform teachers about this issue and was willing... read more
Our experience with Ken and the Warwick Valley Financial Advisors was nothing less than fantastic. We had multiple initial phone conversations with Ken, specifically to discuss the 403b options at my school district. The initial consultation was very eye-opening to both myself and my finance-background husband, and Ken was able to go over the best initial financial investment opportunities for me to make, with very reasonable long term plans if we decided to pursue a relationship further. Ken was very knowledgeable about the... read more
Called to verify that i had the right address for the company, guy who answered the phone was rude and refused to confirm the right address and hung up in my face...wouldn't trust someone like that with my finances
Frequently asked questions about Warwick Valley Financial Advisors
How is Warwick Valley Financial Advisors rated?
Warwick Valley Financial Advisors has a 3.7 star rating with 3 reviews.
When is Warwick Valley Financial Advisors open?
Warwick Valley Financial Advisors is open now. It will close at 6:00 p.m.
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