Wealth Financial Services - Jenkintown (PA)

James Simmons I just called after having a rough day to talk about my policy. I spoke with Tanya (hope I spelled it right) I don’t know what they are paying this woman but she needs a raise! Hardworking willing to help and no attitude over me asking multiple questions

Ryan Swisher Very nice people

April Papson I really enjoy working with Family Wealth Management; they make it clear they are on my side to ensure I’m ready for retirement in all aspects that can possibly impact my finances. It gives me peace of mind knowing I have a good plan for retirement in place. I also love that their online tools keep me connected to my funds and know what’s going on. Financial planning can be daunting, but it doesn’t have to be when you have the knowledgeable professionals like Family Wealth Partnership in your corner.

Joyce Harvey Started my loan request on line but didnt finish it. Got a call from One Main the next morning and by that afternoon the money was in my bank.

Erika Stehle I had an excellent experience working with Jerry to purchase life insurance and long-term disability insurance! He was so patient with me and my chaotic schedule. He went above and beyond to complete all of the paperwork and helped me to understand the whole process. I would recommend him to anyone who knows they need to get their finances in order and plan for the future but just has no idea where to start!

Jessica Gates Wonderful, fast service!!