Reviews

There great and love how they give back to the community

I am happy to share my experience with Kingsbury Financial Advisors! As the owner of Magnolia Logo Apparel, a local promotional products business, I’ve been working closely with their team over the last few years. Their support has been outstanding, and I truly appreciate their commitment to shopping with and supporting small businesses like ours. Kingsbury Financial Advisors not only provides great financial services but also dedication to supporting local businesses. I highly recommend them to anyone looking for reliable and community-focused financial advice!

I've worked with Sef for some number of years now. He's effectively managed our retirement plan details and we've seen excellent (IMO) growth towards the target's he's helped us establish. His approach is professional/polite and he seeks to understand what you're trying to achieve and your tolerance for risk. I'm comfortable with his capabilities/experience and we've built up a high level of trust in his management of our retirement funds. It's without hesitation that I would recommend a discussion with Sef on your retirement planning goals and how he can assist. Mike Campbell

Has bee attentive and proactive with my needs and desires concerning future retirement.

I can't express enough gratitude for the exceptional service provided by our financial advisors, Chelsea and Sefton, in managing our 401k. Their expertise, dedication, and personalized approach have truly made a significant impact on our financial future. From insightful advice to meticulous attention to detail, they have consistently gone above and beyond to ensure our investments are optimized and aligned with our goals. Their proactive communication and transparency have instilled confidence and peace of mind, knowing that our retirement savings are in capable hands. I highly recommend their services to anyone seeking top-notch financial guidance and management.

I looked at several large financial companies. All were standard cookie cutters that did not offer much. Sefton is excellent. I can call or text him anytime, and he will respond. He constantly looks at my portfolio and makes recommendations, which he follows through. I highly recommend him as your financial advisor.

I am very grateful to get to work with Sefton and Anthony. They are incredibly knowledgeable, watching out for your interests like a caring friend.

After spending a few years getting my finances back on track I decided to seek out a financial advisor. I had been referred to KFA via a family friend and have been impressed so far. Sefton takes the time to explain things to you in a simple and understanding way to give you the peace of mind in regards to your investments. No complaints.

Working with Sefton has been a game-changer for me. His dedication to understanding my financial goals and ensuring my best interests remain at the forefront is something I deeply appreciate. It's more than just financial advice, Sefton genuinely cares about his clients. If you're searching for a financial advisor who goes above and beyond, Sefton is one you want in your corner.