Financial Voyages, LLC Main St, Harleysville

Financial Voyages, LLC Reviews

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  Staci N. Diaz
  5

  Financial Voyages is great! When things need to happen - either by our request or non ideal situations, everyone has been quick to respond, helpful and genuinely pleasant to deal with. Gary has been thorough with his explanations allowing us to make informed decisions to help plan for our future.

  Response from the owner

  We are so grateful for your kind words. Thanks for sharing your review with us and the community. This review made our day!

• B

  Barbara Hudson
  5

  Financial Voyages is the very, very best financial decision I ever made. Gary has been my advisor from day one and he has advised me with sound advice and has always been available and proactive regarding all financial matters. In addition, the entire staff could not be more helpful and professional. It gives me great pleasure to strongly recommend this firm and you will be most happy that you did so. In fact, contact them today! Do not wait another day!

  Response from the owner

  Thanks Barbara, for leaving us such a wonderful review. We are thrilled that you love our firm. Your review reaffirms the hard work we put in every day. So, thanks for your kind words and we look forward to taking care of you for many, many years to come.

• R

  Ray Heller
  5

  I have been working with Dan Melville at Financial Voyages in Harleysville PA for several years. He understands our family's financial goals and is able to and has the products to help. Our financial position has improved over the years with Dan's expert guidance. I highly recommend Dan at Financial Voyages. Also questions do come up along the way, and I am always able to connect with Dan via email, phone or in person if needed. Thank you Dan.

• I

  Ilona Rubino
  5

  Trusting someone to manage your financial assets is a decision that should not be made lightly and the implications of choosing the wrong person/firm can me a costly mistake. I’ve been a client of Financial Voyages for the past 7 years (even after moving to another state) and couldn’t have found a more trustworthy agent than Dan Melville. Dan carries the values of hard work, integrity, and outstanding client service into everything he does. He consistently ensures that my needs are addressed quickly (like helping me deal with an issue with my taxes on his day off) and listens intently so that he can effectively help me stay focused on my long-term goals. His keen knowledge of the market and ability to stay abreast of current trends have been an invaluable resource in recommending investments that are in my best interest. Dan’s level of initiative and personal commitment to my financial success is truly outstanding and continually exceeds my expectations.

  Response from the owner

  Hi Ilona, Thank you so much for taking the time to leave us this amazing review.

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  Angad Nagra
  5

  Dan Melville shows a great deal of professionalism through respect and placing priority towards your personal financial goals. He will go above and beyond to make sure you are getting the absolute best financial advice and services. Thank you Dan, looking forward to many more years of success ahead

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  Teresa Moyer
  5

  This multiple award winning Financial Service company is one of the best in the business. We met them through a retirement course through Temple University. Their advice and strategies have completely rescued our financial lives. They are highly trained and certified, but more than that, they take the time to know their clients and care for them like friends and family. We owe so much to them. Don't hesitate to use this company. They do not disappoint!

  Response from the owner

  Awe Teresa, you made our day! Thanks for leaving us such a wonderful review and sharing your feelings with us and the community. 😊

• M

  Michael Suder
  5

  I've been working with Dan Melville for a few years now and he epitomizes a professional who is all about helping those who come to him. There's never a question or concern that goes unanswered, I'm very excited to be working with him.

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  Kathy Coscia
  5

  We have been with Financial Voyages for twelve years. They have done well for us. We totally trust their advice and their investments. They provide a great service. We highly recommend them.

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  Michael Keller
  5

  Dan Melville is the best in the business! Highly recommend to anyone looking for a new financial advisor!

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  Matt Webster
  5

  Dan Is fantastic and gives great advice when it comes to investments, and also gives constant updates on accounts and suggestions as things in the world are changing and taking place in the markets!!