Avaliações 11
Filtros:
Avaliação
Língua
Organizar:
Mais recente
G
7 meses antes

Columbia Financial Advisors, Inc. is an average co...

Columbia Financial Advisors, Inc. is an average company. They provide decent financial advisory services, but nothing outstanding. I expected more from them for the price I paid. Overall, a satisfactory experience.

E
8 meses antes

As a customer, I appreciate the professional and k...

As a customer, I appreciate the professional and knowledgeable guidance provided by CFAI's team of financial advisors. While their website offers some valuable information, it would be helpful to see more interactive tools and resources to better educate clients on financial planning. Additionally, the process of scheduling and confirming appointments could be streamlined for a more efficient experience. Overall, the company's commitment to client satisfaction is evident, but there is room for improvement in terms of accessibility and user-friendly features on their website.

N
8 meses antes

I recently sought financial advice from a reputabl...

I recently sought financial advice from a reputable firm and I am glad I chose Columbia Financial Advisors, Inc. Their team was professional, knowledgeable, and provided excellent guidance. I am impressed with their expertise and highly recommend their services.

K
9 meses antes

I had a mixed experience with Columbia Financial A...

I had a mixed experience with Columbia Financial Advisors, Inc. While some aspects were satisfactory, others fell short of my expectations. I appreciate the efforts of their team, but there is room for improvement. Overall, an average experience.

V
1 ano atrás

Columbia Financial Advisors, Inc. 🙌 truly exceeded...

Columbia Financial Advisors, Inc. 🙌 truly exceeded my expectations. Their team provided me with valuable financial advice that helped me make informed decisions. I am grateful for their support and would highly recommend their services to anyone looking for reliable financial guidance. 🙌

S
1 ano atrás

I had a decent experience with Columbia Financial ...

I had a decent experience with Columbia Financial Advisors, Inc. Their team was responsive and provided adequate financial advice. However, there were some areas where I felt they could improve. Nevertheless, an overall satisfactory experience.

B
1 ano atrás

I recently availed financial advisory services and...

I recently availed financial advisory services and I must say that I am happy with the assistance provided. The team was professional and well-versed with industry knowledge. They patiently listened to my concerns and provided suitable solutions. I would definitely recommend their services.

J
1 ano atrás

👍 I highly recommend Columbia Financial Advisors, ...

👍 I highly recommend Columbia Financial Advisors, Inc. 👍 The team is knowledgeable, efficient, and provides excellent financial advice. They go above and beyond to understand your financial goals and guide you accordingly. I am extremely satisfied with their services. 👍

R
1 ano atrás

💯 I had a fantastic experience with Columbia Finan...

💯 I had a fantastic experience with Columbia Financial Advisors, Inc. Their team was extremely helpful and attentive to my financial needs. I am impressed with the level of service they provided. Keep up the good work! 💯

E
1 ano atrás

I recently used the services of a financial adviso...

I recently used the services of a financial advisory firm, and I must say that I am satisfied. The advice provided was helpful, and the team was professional. They guided me through the process and answered all my queries promptly.

J
1 ano atrás

😊 I am satisfied with the quality of services prov...

😊 I am satisfied with the quality of services provided by Columbia Financial Advisors, Inc. Their team was friendly, knowledgeable, and efficient. They took the time to understand my financial goals and provided appropriate recommendations. Overall, a positive experience. 😊

Columbia financial advisors, inc.

Columbia financial advisors, inc.

3.9