Transamerica Financial Advisors & World Financial Group - Bala Cynwyd (PA)

Gary Fenstermaker Have been working with Jennifer for several years, everyone at the office are great

Al T Hands down great service, excellent company to work with, high recommend!!!

Chas Brun Awesome experience! We played a lot of email tag, and I’m sure by the end she was over our bank statements lol! But, I would highly recommend! Super informative and helpful!

Mike Anzalone Cant say enough good about Steve and Mike at North River Wealth Advisors. The personal touch delivered by both make you feel like you are a part of a family, not some large firm looking to get as much out of you as possible. North River Wealth Advisors treat each client with great care and are truly looking out for the best interest of the family. I have referred many friends and family to work with them and will continue to do so.

Lori H We really wanted to look forward to retirement, but navigating healthcare costs, estimating future financial needs and taxes was daunting. We have done a lot of great planning, but couldn’t shake the thought that it might not be enough. Then we met Andrew at Thrive Financial Services Just minutes into our first meeting, we knew we were in expert hands. With ease, he assessed what type of retirement we desired, reviewed our present situation and quickly detected areas of missed financial opportunities that we could correct. Thanks to Andrew’s exceptional knowledge, commitment to fully educating his clients and genuinely caring personality, we are no longer worrying about the future and enjoying today!