Seawise Financial, Inc., Cardiff CA
Address | 120 Birmingham Dr Suite 240F, Cardiff, CA | ||||||||||
Phone | (619) 738-3079 | ||||||||||
Hours |
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Website | seawisefinancial.com | ||||||||||
Categories | Financial Planner, Financial advisor | ||||||||||
Rating | 5 9 reviews | ||||||||||
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Seawise Financial, Inc. reviews
9Seawise Financial is excellent, affordable, reliable, and highly responsive. Their service is top-notch and affordability. Most importantly I trust their advice and appreciate their responsiveness ensures a seamless client experience. Highly recommended Tim and his team at Seawise.
I go back several years with Tim, and continue to refer clients to him. He’s one of the most trustworthy guys I know. Hands down.he knows finances.
I have worked with Tim for multiple years and continue to engage with him on investment topics. He is focused on doing the right thing for clients and has more than enough experience.
I have had the pleasure of working with Tim Kenney (Seawise Financial) as my financial advisor for a number of years, and I couldn’t be happier with the experience. Tim has provided expert guidance, tailored strategies, and a genuine commitment to helping me achieve my financial goals. His professionalism and knowledge gave me confidence in my financial decisions. I highly recommend Tim Kenney and Seawise Financial to anyone seeking financial advice and planning.
I have been with Seawise Financial for a few years now and highly recommend them to anyone looking for financial advise and a competent portfolio manager. Tim always answers my questions and requests in a timely manner and setting up phone/zoom meetings are very easy and quick.
Seawise Financial has been a very valuable asset to our financial future. The guidance, insight, and confidence to help navigate the market have been incredible. The service is personal, insightful, straightforward, and actionable. I always feel like I have the right partner in place after every call.
I'd recommend Seawise Financial to anyone who is looking for a reliable and trustworthy financial advisor. I have been working with Tim Kenney for several years, and I have been impressed with his knowledge, expertise, and dedication to his clients. He always takes the time to understand my financial goals and then develops a customized plan to help me achieve them. He is also very responsive to my questions and concerns, and he always makes himself available to me. - Jeff Toth
I go back several years with Tim, and continue to refer clients to him.
He’s a financial planning whiz and one of the most trustworthy guys I know.
I can't say enough about the outstanding financial guidance I've received from Tim at Seawise Financial. Working with his expertise has transformed my financial situation for the better. From day one, Tim demonstrated a deep understanding of my financial goals and aspirations. He took the time to listen to my concerns and priorities, and then crafted a customized financial plan that exceeded my expectations.
His ability to explain complex financial concepts in a clear and accessible manner made the entire process incredibly smooth. He patiently answered all my questions, ensuring I felt confident and informed every step of the way.
What truly sets Tim apart is his unwavering commitment to my financial well-being. He proactively monitors my investments and provides regular updates, ensuring that my portfolio aligns with my long-term goals. This level of dedication and attention to detail is exceptional.
Thanks to his expert guidance, my financial outlook has improved significantly.
I recommend Tim to anyone seeking top-notch financial advice and planning. He is not just an advisor; he is a trusted partner in securing your financial future.