Kingsbridge Financial Group - West Caldwell, New Jersey

Kingsbridge Financial Group

Kingsbridge Financial Group es una empresa financiera con sede en West Caldwell, Nueva Jersey, Estados Unidos. Su dirección es: 33 Clinton Rd Suite 205, West Caldwell, NJ 07006, United States.

La empresa se especializa en planificación financiera y ofrece servicios de asesoramiento en inversiones, seguros y planes de retiro.

Especialidades

• Financial planner

Los expertos de Kingsbridge Financial Group trabajan estrechamente con sus clientes para entender sus objetivos financieros y desarrollar planes personalizados para lograrlos.

Otras características de la empresa

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Restroom
• Appointments recommended

La empresa se esfuerza por brindar una experiencia de cliente excepcional, con un enfoque en la atención personalizada y la transparencia.

Opiniones

Según las opiniones de los clientes, Kingsbridge Financial Group ha demostrado ser una empresa confiable y profesional.

En Google My Business, la empresa tiene 39 reviews con una media de opinión de 4.1/5.

Los clientes han destacado la ayuda y orientación proporcionada por los expertos de Kingsbridge Financial Group, quienes los han ayudado a alcanzar sus objetivos financieros, como comprar una casa.

La empresa se ha ganado la confianza de sus clientes con su enfoque en la atención personalizada y la transparencia, demostrando ser una opción confiable para la planificación financiera.

👍 Reviews of Kingsbridge Financial Group

Becky R.

5/5

Kris has been a pleasure to work with, he was incredibly helpful with directing us to achieving our financial and life milestone of buying a house. His recommendations of high yield savings accounts and hooking us up with an excellent mortgage lender have lead us to the house we now call home. We look forward to continuing to work with Kris!

ryan M.

5/5

Kris Grossman has been a great planner for my wife and I. Kris has been a friend for years and his approach to investment strategies is top notch and he really takes a practical approach to help ensure our investments are sustainable for our future. Great guy and really cares about his clients.

shari S.

5/5

Kris Grossman is an absolute pleasure to work with, but more importantly we really feel as though he is looking out for us..he has our best interest in mind. He is always there to answer questions for us. He is a godsend in my opinion

Marci B.

5/5

Have been working with Kris and the team for several years and they are just wonderful - incredibly knowledgeable, responsive and full of integrity. As a customer, I saw right away why people stay with Kingsbridge for the long haul. They provide market insights monthly, office hours on timely topics and are always available to answer questions. Highly recommended!!!

Teresa E.

5/5

Kris and the Kingsbridge staff are very professional, Polite, friendly and very knowledgeable. They came highly recommended to me and have not disappointed. Their patience and understanding to each client is so appreciated . Kris is always available to his clients, no matter what the question or concern. Definitely a 5 ⭐️ plus review I deserved .

Ron V.

5/5

I have had the pleasure of knowing all the professionals at Kingsbridge for well over 20 years. Being in this business I had access to many advisors and their services but I decided to go with Kingsbridge and have never regretted it!!! Very professional, honest and ethical which are the traits anyone should look for when choosing someone to manage your most important financial pieces of your life!!

Joe A.

5/5

Kris Grossman is knowledgeable, competent, ethical and down to earth in his professional role of CFA. His honesty, transparency and patience make me feel confident that he has my best interests at heart as his client.

Laney A.

5/5

I have been a client for many years and could not ask for better care from Kris Grossman. He is extremely knowledgeable and caring. He and all of Kingsbridge has my complete trust.