The Ivy League Advisory Group, LLC - Tilton, New Hampshire

The Ivy League Advisory Group, LLC

Una empresa de asesoramiento financiero con sede en Tilton, NH

Con una dirección de 322 W Main St #216, Tilton, NH 03276 y teléfono 38997572, The Ivy League Advisory Group, LLC ofrece servicios de asesoramiento financiero, planificación financiera y consultoría de impuestos.

Especialidades

• Financial consultant
• Financial planner
• Tax consultant

La empresa ofrece servicios tanto de manera online como en sitio, y está accesible para personas con discapacidad, con entrada y estacionamiento accesibles.

Otras características

• Apuntamientos en línea
• Servicios en sitio
• Accesibilidad para personas con discapacidad
• Puerta y estacionamiento accesibles
• Silla de ruedas accesible
• Sal de baño accesible
• Asiento accesible
• Apuntamientos recomendados

La empresa tiene una media de opinión de 5/5 en Google My Business, lo que indica un alto nivel de satisfacción de los clientes.

Opiniones

La empresa ha recibido 24 opiniones en Google My Business, lo que demuestra una amplia gama de experiencias de clientes.

Una de las opiniones destacó la confianza que el cliente tiene en el equipo de asesoramiento financiero de la empresa, que se describe como approachable, knowledgeable y professional.

En general, la empresa parece ofrecer un servicio de alta calidad, con un enfoque en la confianza y la satisfacción del cliente.

👍 Reviews of The Ivy League Advisory Group, LLC

Cynthia B.

5/5

I was referred to The Ivy League Advisory Group by a friend. Though I find financial planning in general a bit overwhelming, after meeting with Brandon I felt completely confident in his ability to manage my portfolio. He is approachable, knowledgeable, responds quickly, and is professional in every way. I highly recommend Brandon and his team!

James B.

5/5

The Ivy League Advisory Group.....Brandon, Markus and team....are exceptionally knowledgeable in providing guidance and support in all manner of retirement planning. I recently completed the on-boarding process with Ivy League. Their investment advice was thoughtful, comprehensive and carefully tailored to my specific needs. All aspects of account transfers, purchase of new investment products and financial planning for retirement were professionally provided with clarity and integrity. I offer a 5 star rating without reservation.

Mike S.

5/5

Brandon at Ivy League has been a great partner. He has been the most diligent financial representative I have ever worked with. He always comes up with a personalized course of action to make sure we will have the best chance of meeting our goals. He manages our commercial 401k plan as well. All solutions have been what we needed when we needed them.

Crystal S.

5/5

My husband and I attended a retirement tax workshop at Pease Public Library in Plymouth, NH which was put on by The Ivy League Advisory Group, LLC. It was very informative as well as enlightening. Our person who managed our portfolio had passed away, and it was difficult to connect with his replacement from MA. We were very impressed with Brandon Archibald for both his honesty, and ability to answer our questions regarding retirement. He has done an outstanding job on our behalf and we are very happy with his services. He is easy to reach via phone or email, and scheduling a meeting when necessary has not been a problem. We are very happy we made the change to The Ivy League Advisory Group,LLC!

Jeff F.

5/5

Brandon has done an outstanding job of managing our investments. He takes the time to explain his strategy and gives you the pluses and minuses of the plan. It has been a pleasure working with him and I would highly recommend The Ivy League Advisory Group, LLC.

Jilian S.

5/5

The Ivy League Advisory Group is an ethical and comprehensive firm. I trust them fully and have been beyond happy with my experience. They are always attentive and have your best interest first. I highly recommend them for all of your financial needs both personal and for your business.

Dan L.

5/5

Ivy League provided a comprehensive review of personal finance including tax planning ideas and strategies needed as a retired person, and this started over a decade ago . It is a good feeling to see how the financial planning is paying off and will bring security for the next 2-3 decades.

Alison W.

5/5

We have been working with Peter and Brandon for several years and recommend their services to anyone that may need help with financial planning of any kind. We place complete trust in their ability to invest our money wisely. Thank you to The Ivy League Advisors.