5 /5 Stan Clanton: I have been a client of Vince for many years & he has taken care of us. Hes professional, thorough, and knowledgeable in the many areas of finance. Hes up front with us, & I appreciate the time he gives us and how he looks out for our best interest. Tiffany also is qualified and has a great spirit; Im glad shes there. I look for finance acumen, but also for efficiency, integrity & values. I highly recommend VFG Associates.
5 /5 Joseph Tolbert: I always enjoy our meetings. Tiffany is very thorough and tries to cover every detail. She genuinely cares about our financial situation. She also takes time to get to know her clients on somewhat of a personal level. Ive recommended quite a few people to her business.
5 /5 thunder cloud: From walking through door being greeted and offered coffee or water everyone was very friendly. Tiffany explained everything in detail and made me feel secure in her advice and expertise in my retirement investments. Thank you very much Daniel Vojinov
1 /5 Gramps Grampy: We were a client of Vince and were very happy and impressed with him being a one stop place for our investment, insurance and handling of our needs. After our initial meeting and investment in an annuity that we thought was good for us a year later we read over the annuity and found it to be very restrictive and tied up our money for over 15 years. Vince apparently retired and pushed us off to Tiffany who more than once didn’t do what she was supposed to do with our money and basically went no contact with us. If we would have known we would be sold a long term annuity then passed off to someone who didn’t have our best interest in mind as a so called Fiduciary we would have never trusted VFG. After reading reviews I see we were not the only ones that were ignored. Sad way to run an investment company. VFG cannot be trusted to handle our money at this time.
Mark Schick Overall a very bad experience from a greedy advisor who prioritized his interest over that of his clients. Use caution when dealing with Mercer Advisors.
Theresa Johnson If you are looking for a financial advisor, stop searching and make an appointment with Matt. He is the most thoughtful, caring professional you will find. Matt clearly has a passion for helping families with their financial future and he explains things in a way that is easy to understand. His genuine personality is such a blessing! In addition to this, Abbe his Branch Office Administrator, is equally as professional and kind. This team cant be beat!
Fred Grant Jen Bessen has been very easy to work with. Always offering suggestions. Has been an asset to my core group of advisers that I rely on. Team Player.
Debra I recently purchased a home. My representative Br. Talha was clear and concise with his instructions, and walked me through each step. He advised upfront on the requirements, what to expect and pushed for closing on our desired date. The customer service if the institution was excellent!!
Dawn - ENI I had the most amazing experience with Grace and her staff at the Mound Road location. Grace has integrity and understands banking for both business and personal clients. I would highly recommend.