Personal Financial Advisors

Myra Weisman 

on Google

7 months ago

David and his staff are so knowledgeable. They are very thorough and really work in helping clients identify their financial goals. My husband and I have complete confidence in them and full trust as well. We would not want any other firm handling our finances. 

Michele Disbro 

on Google

a year ago

David Stone and his staff are very helpful and professional. Personal Financial Advisors have been our financial advisors for over 30 years and they have helped put us in a great financial situation which will allow us to retire early and comfortably. They are friendly and very responsive to our questions and needs. With them, we don't worry about our future financially. 

Robin Johnson 

on Google

a year ago

We have been clients of PFA for over 25+ years. They have always been very professional and knowledgeable. With their guidance I was able to retire at age 59. We appreciate their services. 

Brian van Ooyen 

on Google

a year ago

A client for 30+ years and wouldn’t trust our financial journey with anyone else. David and team listen to their clients life goals and help you develop and manage a path to achieve those goals. He is transparent and understanding of changes in direction but also pushes us to ensure we are setting ourselves up for retirement success!! Highly Recommend 

Susan Alden 

on Google

a year ago

Personal Financial Advisors provide a truly comprehensive and personalized approach. Since I lost my husband 2 years ago, they have been a godsend with advice and support. I feel comfortable asking all those questions that I probably should know but don't. I would highly recommend their exceptional services.