Customer ReviewsforKingsbury Financial Advisors
11 Customer Reviews
- Date
- Highest Rating
- Lowest Rating
Review from Mike C
5 stars07/24/2024
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.**********Review from Nicholas C
5 stars04/12/2024
Has been attentive and proactive with my retirement planning. All within a timely fashion.Kingsbury Financial Advisors Response
04/19/2024
Thanks ****! We value your business and cant wait to continue working together :)Review from Heidi R
5 stars04/03/2024
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 Response
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!Review from Andrea M
5 stars04/02/2024
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 Response
04/03/2024
Thank you so much for the nice comments!Review from Shelley H
5 stars03/28/2024
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 Response
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!
Review from Ryan W.
5 stars01/30/2024
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 Response
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!Review from Savannah K
5 stars07/10/2023
I had the privilege of working with ****** ****** as my financial advisor, and I am delighted to share my exceptional experience with him. ******** commitment to providing outstanding service, paired with his deep knowledge and expertise in financial planning, has truly set him apart from others in the field.From the moment I engaged ******** services, I was impressed by his professionalism and dedication. Despite the geographical distance, as I live in Georgia and Sefton operates in *******, he made it a priority to establish effective communication channels, ensuring that distance was never an obstacle. ****** possesses an extensive understanding of the financial landscape, and his recommendations have proven to be astute and well-informed. He took the time to thoroughly evaluate my financial goals, risk tolerance, and personal circumstances before tailoring a comprehensive strategy to meet my unique needs. One aspect that truly stood out was ******** proactive approach. He consistently kept me informed about market trends, potential opportunities, and any adjustments required to ensure my portfolio remained aligned with my goals. Beyond his financial acumen, ******** genuine care for his clients' well-being is evident. He fostered a warm and friendly environment, making me feel comfortable discussing sensitive financial matters. He consistently went above and beyond, addressing any concerns or questions I had, and ensuring I had a thorough understanding of the strategies and products he recommended. I cannot recommend ****** ****** highly enough as a financial advisor. His exceptional service, expertise, and commitment to his clients' financial success are truly exemplary. Regardless of the geographical distance, ******** professionalism and dedication shine through, making him a trusted partner in navigating the complex world of finance.Kingsbury Financial Advisors Response
07/11/2023
Thank you so much for writing us a 5 star review! We have loved serving you through the years and we look forward to the years to come!
Without your trust and support we would be just another financial advisory firm. As you know its our mission to serve others and take them to the highest possible level in their career and life.
Thanks Savannah!
Review from Kim A
5 stars07/04/2023
Kingsbury Financial Advisors continue to provide a face to face approach by partnering with me to build a personal strategy to reach my financial goals and help me to keep on track. ****** has brought his professional advice and guidance which, I feel, was lacking with my previous advisor. I truly feel that he has assisted me in making sound financial decisions that will help ensure a positive financial future.Kingsbury Financial Advisors Response
07/05/2023
Thank you so much for the nice comments ***. It has been a pleasure assisting you every step of the way. We look forward to helping you reach the highest possible level in your career and life!Review from Donna D
5 stars06/30/2023
Kingsbury Financial is a firm you can trust! Since being with them for 2.5 yrs, I can personally say how much they have helped me reach my financial goals and secure my retirement. They are truly professionals and experts in this field, it absolutely boosted my confidence when working with them. I can proudly say that I am a happy client!Kingsbury Financial Advisors Response
07/03/2023
Thank you so much for the nice response *****! We have loved working with you and cant wait to see what the future holds for you and the family.Review from Venetia T
5 stars04/21/2023
It is with great pleasure to share my experience with Sefton B. at Kingsbury Financial Advisors. His professionalism and attention to my financial goals exceeded my expectations in every way. He patiently and kindly listened to every one of my questions and he thoroughly evaluated my finances. Sefton took his time to completely answer all of my questions and he explained the pros and cons of various programs. He is a genuinely funny individual and was very caring about my future financial objectives. I couldn’t be happier with my results . . . I highly recommend Sefton at Kingsbury Financial Advisors to anyone in need of financial planning assistance.Kingsbury Financial Advisors Response
07/11/2023
Thank you Venetia! These words mean more then you know. Thank you for trusting us to help you every step of the way! Looking forward to the future with you.
Customer Review Rating
Average of 11 Customer Reviews
Contact Information
3104 N Armenia Ave Ste 2
Tampa, FL 33607-1658
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