Financial Voyages, LLC Main St, Harleysville, Pennsylvania

Financial Voyages, LLC Reviews

5.0 stars based on 12 reviews

Featured Comments:

• S

  Staci N. Diaz

  5.0

  Financial Voyages is great! When things need to happen - either by our request or non ideal situations, everyone has been quick to respond, helpful and genuinely pleasant to deal with. Gary has been thorough with his explanations allowing us to make informed decisions to help plan for our future.

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  Response from the owner

  We are so grateful for your kind words. Thanks for sharing your review with us and the community. This review made our day!

• I

  Ilona Rubino

  5.0

  Trusting someone to manage your financial assets is a decision that should not be made lightly and the implications of choosing the wrong person/firm can me a costly mistake. I’ve been a client of Financial Voyages for the past 7 years (even after moving to another state) and couldn’t have found a more trustworthy agent than Dan Melville. Dan carries the values of hard work, integrity, and outstanding client service into everything he does. He consistently ensures that my needs are addressed quickly (like helping me deal with an issue with my taxes on his day off) and listens intently so that he can effectively help me stay focused on my long-term goals. His keen knowledge of the market and ability to stay abreast of current trends have been an invaluable resource in recommending investments that are in my best interest. Dan’s level of initiative and personal commitment to my financial success is truly outstanding and continually exceeds my expectations.

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  Response from the owner

  Hi Ilona, Thank you so much for taking the time to leave us this amazing review.

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  Matt Webster

  5.0

  Dan Is fantastic and gives great advice when it comes to investments, and also gives constant updates on accounts and suggestions as things in the world are changing and taking place in the markets!!

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