Thrive Financial Services (HQ) - Fort Washington (PA)

5 /5 Joanie Schnitzer: Jordan is the absolute best! We so appreciate the time he takes with us to explain our retirement planning. He has put us at ease and made us feel positive about our future needs. We look forward to working with Jordan for years to come , he has our back and assures us our pathway holds a secure future. Much thanks to him and Thrive for putting our mind at peace and taking great care of our investments.

5 /5 Susan Gravez: Gosia and Jeff have been fantastic to work with. They took the time to understand my financial goals and created a clear, personalized plan for retirement and tax strategy. Their advice is thoughtful, easy to understand, and always focused on what’s best for me. I really appreciate their responsiveness and how proactive they are. I feel much more confident about my financial future thanks to their guidance. Highly recommend!

5 /5 Carol Cully: We have worked with Thrive for approximately five years now and have been very pleased with their service. Our agent, Jordan, has provided us with personal service to help develop our investment and tax strategies and handle the fluctuations in the market. During this time we relocated and Jordan was just a phone call or Zoom meeting away if we had any questions or needed any changes in our accounts. Thank You Thrive and Jordan for making facilitating this transition to retirement.

5 /5 Kathy Applegate: My husband Scott and I, needed to see Matt Harrison, with very little notice. A great opportunity came up for us, and we really needed his advice. Not only did he squeeze us in for an appointment, and us being there almost 2 hours, he didnt make us feel rushed at all. He looked over all our info and patiently explained all our different options. He then said he wanted more time to analyze our portfolio, and do more research, so he could be confident he was giving us his best advice. Mind you, we left his office at 4:30, knowing he still had work to do. First thing this morning, he sent an email with all his recommendations. What made it more time consuming was we had some other investments, so he had to take them into consideration, and research them, before he could give us his best advice. I know he had to have spent alot of time looking over our other accounts, after we left. Matt went above and beyond for us. To have his recommendations 1st thing this morning, was amazing. I would say he is a huge asset to Thrive, and we would recommend him to both family and friends.

5 /5 Judi DiDonna: We find Jeff Walker, and Matt Harrison, to be very knowledgeable and very concerned in helping us to achieve our goals that work best for us. They have told us all the pros and cons of where we were and how to get us to a better financial position. We are looking forward to a better financial situation because of their knowledge.