Birks Financial Corp. Retirement and Investment Advisor - Herndon, Virginia

Birks Financial Corp. Retirement and Investment Advisor ist ein Finanzberatungsunternehmen mit einer klaren Spezialisierung auf Ruhestands- und Investitionsplanung. Das Unternehmen befindet sich an der Adresse 431 Carlisle Dr STE A, Herndon, VA 20170 und ist leicht zu finden. Mit einem Anruf unter der Telefonnummer 034816202 kannst du schnell Kontakt aufnehmen.

Die Webseite des Unternehmens ist birksfinancial.com. Dort findest du weitere Informationen über die Dienstleistungen, die Birks Financial Corp. seinen Kunden anbietet. Das Unternehmen ist stolz auf seinen Service/Leistungen vor Ort, der sich durch eine persönliche und individuelle Beratung auszeichnet.

Birks Financial Corp. ist ein rollstuhlgerechtes Unternehmen mit behindertengerechtem Eingang und Parkplatz. Das Unternehmen ist sehr an der Zugänglichkeit für alle Kunden interessiert und bemüht sich, eine angenehme und einladende Atmosphäre zu schaffen.

Es ist immer hilfreich, die Meinungen anderer Kunden zu kennen, bevor man ein Unternehmen kontaktiert. Birks Financial Corp. hat 14 Bewertungen auf Google My Business mit einer durchschnittlichen Bewertung von 5/5. Die Kunden schätzen die individuelle Beratung und die Fachkompetenz des Unternehmens.

Insgesamt ist Birks Financial Corp. Retirement and Investment Advisor ein empfehlenswertes Unternehmen für alle, die eine professionelle und individuelle Finanzberatung suchen. Das Unternehmen ist leicht zu erreichen, rollstuhlgerecht und hat ausgezeichnete Bewertungen. Wir empfehlen dir, die Webseite birksfinancial.com zu besuchen und Kontakt aufzunehmen, um mehr über die Dienstleistungen von Birks Financial Corp. zu erfahren.

Bewertungen von Birks Financial Corp. Retirement and Investment Advisor

Suzy Holshey

5/5

I have been a client with Birks Financial for several years and have been extremely satisfied. I started late in my retirement planning, but they have me on a path where I feel comfortable with my financial future. My stress level is so much less than before. They keep me informed and involved.
As a family run business, they understand the importance of family and how one's financial decisions can be based on family needs and visa versa. Trustful. Intelligent. Reliable. Friendly.

Dave

5/5

My wife and I went to an Investment Program put on by Birks Financial Corporation. We were already working with two different financial investment groups who we were pleased with. What made us change to Birk Financial was the amount of interest they took in us, getting to know us better, treating us to a meal, and following up with the questions we had. They helped us understand where we were financially and explained several options to consider. We were not used to this level of personal interaction with our financial advisors and were pleasantly surprised. They worked to make sure we understood what our investment strategy was, how it worked, how they were helping us implement a plan we mutually developed, and continue to follow up with us on a regular basis. It’s nice to really know and understand how our investments are working for us to help us plan for our future. They have also recommended an Attorney that we met with to help with our Estate plans which has turned out to be a great fit. We recommended that Attorney to friends of ours who decided they were a good fit for them as well. My wife and I definitely recommend Birk Financial to family and friends.

Joe

5/5

We have been extremely pleased with the financial guidance and assistance provided by Birks Financial Services. Jim, JD, Becky and Tori are always so personable and available to answer our concerns and questions. They regularly review our portfolio positions and recommend the appropriate adjustments. They have provided us with a successful retirement plan, which my wife and I are enjoying to the fullest. Thank you!!

Judith Smith

5/5

We have been clients of Birks Financial for over 20 years. Their service and expertise are outstanding. Birks Financial gives us lots of personal attention and has helped our portfolio grow significantly. We are successfully retired now and living in a senior community.

Dianne McCune

5/5

My husband and I have been clients of Birks Financial Corporation for more than 25 years - the exact number escapes me - beginning when my husband was concerned about his health and wanted to be sure I would lack for nothing in our later years. We are now retired and living well on the income from the investments Jim has advised. We wouldn't be where we are without him.

Marilyn Fitzgerald

5/5

We have trusted Birks Financial for almost two decades. Their financial guidance and attention have made us secure in our retirement. Always available to answer any question, they have kept us calm during economic downturn and wise during the good times. Thank you Jim, J.D., Becky, and Tori.

Bonnie and Judd Kandel

5/5

Birks Financial Corp was extremely thorough with their analysis of our portfolio which helped them come up with a plan moving forward. They took the time to sit with us multiple times to hear our concerns and preferences/philosophy.
Thank you JD!

Lee Dziuk

5/5

We just signed up with Birks. Good family operation. Welcome to the Dziuk family, Birks.