Visconti Financial Group Inc

If you have been looking for a financial advisor that looks out for what is best for you personally, then look no further. From day 1 Visconti Financial Group Inc made me feel comfortable and walked me through the entire process with my financial goals. Never had any problems contacting my representative by email or phone. They are committed to work with me to remove financial stress from my life.

Anthony has been managing with my finances and insurance for years. I do not trust anyone with my portfolio, but him. I once steered away and trusted someone else to do my finances. I sensed something was wrong and confided in Anthony. He steered me back in the right direction and managed my portfolio again, no questions asked.

Anthony is a wealth of information when it comes to finances. He always assesses my situation and recommends the best kind of advice to match my budget. What I found most helpful is that he offers various solutions and rationales why each may be an option, without ever pushing any option on you. He is patient, empathetic, and listens to everything you have to say. He takes the time to explain and makes sure you understand the options at hand. His turn around time is truly impeccable. He makes me feel like a VIP client every time we deal with my portfolio. Frankly, the best customer service I've received.

I would highly recommend his services!

We first met Anthony a few months back, at one of his seminars where he gave a presentation with information/tips on Tax/Retirement planning.
We found him to be very informative and really liked his pleasant and calm demeanour. We’ve met with Anthony a number of times since, each time discussing various aspects of our financial situation, retirement and future needs. We’ve been very pleased with how thorough he is and impressed with the detailed/ informative reports he provides.
He will listen to your concerns and does his best to help. He will provide you with answers and even make suggestions for you to consider as an alternative.
We recently had Anthony move all of our investments from another institution.
We’ve been quite happy with all of Anthony’s help, and do feel comfortable in recommending his services.

I seldom write reviews but I would make the time to do one if I encounter an amazing customer service that is out of ordinary.  Hence I am writing this positive feedback regarding the services by Anthony Visconti.  My wife and I attended a free public seminar on personal finance conducted by Anthony and his group in our community center. We liked the way he presented relevant facts and the options for people planning for retirement.  He did not come as a hard sell so we thought of meeting with him to explore his expertise.  He impressed us in the first meeting on how he prepared his materials meticulously and for his professional insights on financial services we can take advantage in readying ourselves for retirement.  We've met numerous times afterwards and all the more we became at ease with him for his attention to details and consistent follow through. Mind you, he can also easily engage in casual conversations.  Best of all, he delivers results that meet or exceed our expectations.  If you're looking for a financial adviser, I highly recommend to check him out.

Entrusting another person with your financial affairs is a bit of a scary prospect, and one that requires faith and confidence in the individual and the organization. If you are looking to get financial expertise, we can fully recommend Anthony at Visconti Financial Group. It's a bit of a random story since we met him without any real prior contact or knowledge, but we ended up walking away from the entire experience feeling extremely pleased with his work and customer service. We think you will too.

We first met Anthony the week before my dad died from terminal cancer this past November. While my mom and I had thought we had taken care of all of the legal affairs, we realised there was the slight issue of taxation planning related to his estate that we had somehow forgotten. Anthony listened to what our concerns were, asked relevant and insightful questions, and then quickly created a plan for us to structure the assets so as to efficiently minimize taxation. Further, he helped my mom figure out what she needed to do with the combined assets for her future retirement plans and for her eventual estate planning as well. A few weeks after dad passed, we wrote back with some questions and new ideas about what to do now that he had passed, and Anthony was quick and responsive to our questions and new ideas.

Estate planning is a challenging and emotional thing even when you have all the time in the world, let alone when you forget and leave it to the last week of your loved one's life. Anthony helped smooth that over and made the process way less stressful than it could've been. Thanks for the insightful advice, quick turnaround, and great customer service. Happy New Year!