We very much appreciate, the personal service that we receive from the business. We feel confident that Ben has our best interests at heart and understands our goals . He has been instrumental in guiding us in surpassing our goals. We totally trust his knowledge and advice.
Ben is very knowledgeable and dependable. Highly recommended!
Our experience with Ben and everyone there has been exceptional. The service is personalized, thorough and helpful.
We can’t imagine putting our trust in any other company!
We have been clients of Ben’s for over 15 years and are very happy with the service and our investments. We truly appreciate that Ben has our best interest as a priority and that he is very knowledgeable about the market and how best to serve our financial needs. We also do our taxes through Ben’s office, which works really well, especially having the background on our financials. As well, how Ben charges gives us a high level of comfort. We know he is not shopping around and moving us for commission, but instead is focused on what works best for us. We’ve lived in a lot of places and had a lot of investors, so we can say full-heartedly that Ben is the best!
Michelyne, Terran and Ben are a very honest and approachable team. They are very welcoming and I appreciate their ability to make investment management less intimidating.
I feel that I have the best team to be confidence with my retirement. I never been insecure and this is what is important in my retirement life actually.
We totally trust Ben and his team to do their best for us financially. They take the time to get to know their clients, communicate regularly and we would highly recommend working with them.
I have never dealt with anybody else other than Ben. I knew him before I even knew he was an investment guy. We were members at the same golf club and it was easy to make a decision who I wanted to handle my portfolio. Ben is as honest as the day is long, Terran and Michelyne are seeming to fit in nicely. Always prompt when I need to make contact!
We feel that our best interests have been very well taken care of in all market conditions the way our portfolio is managed allows for individual flexibility versus packaged portfolio plans
We have recommended many friends and family to Ben Davies Financial over the years because of the personal treatment we have received. We feel valued as customers and it is an enjoyable experience interacting with Ben and staff. We highly recommend Ben Davies Financial.