Reviews

Top tier experience all around!

Excellent

I can’t say enough about my experience I had with Chelsea Lopes at Kingsbury Financial Services. Chelsea was very professional, knowledgeable, extremely clear with her presentation for my husband and I. Sharing our financial situation with a total stranger was something i initially was not open to. Through it all Chelsea made us feel so comfortable with the uncomfortable because of her being so mindful of this, It put us at pure ease. We wished we had found her earlier, but the point is we found her and we are very grateful. I would recommend anyone to Chelsea Lopes who is looking to put their financial future in better standings!

I don’t normally leave reviews, but I am truly impressed and grateful for Kingsbury Financial. I wanted to reach out to an advisor for awhile and I couldn’t be more happy that I was connected with Chelsea Lopes. She is so easy to talk to. You can tell how knowledgeable, experienced, and passionate she is from the very first meeting. She helped develop a plan so that I can maximize my retirement and retire early! Definitely ask for Chelsea Lopes if you’re looking for advice to optimize your money. Thanks Chelsea!!

I worked with Sefton and as a consultant in a busy industry he understood the demographics and catered his work product to fit my needs. Absolute pleasure working with Kingsbury Financial Advisors.

Awesome, experienced team!

Sefton at Kingsbury is very knowledgeable and down to earth. I'd recommend meeting with him. He doesn't just manage a good portfolio he also helps with all kinds of strategies to help financially!

As a self employed business owner, it's extremely important for me to know I'm working with someone I can trust and knows what they're talking about when it comes to advising me about my finances. Sefton and his team were able to provide this service for me, 10/10 would recommend to anyone who needs help looking into their financial planning!