Harmony Financial Services | Robert Rolfe, Financial Advisor E 1st St, Oswego

Harmony Financial Services | Robert Rolfe, Financial Advisor Reviews

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  Bill Raphael
  5

  Rob Rolfe of Harmony Financial Services has been our financial advisor for 9+ years. In that time Rob has been both informative and helpful regarding our finances, which have seen continual growth. We look forward to many more years working with Rob.

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  Gene Schoonmakerfranczek
  5

  Rob Rolfe, Harmony Financial Services, has been overseeing my wife's & my IRA's for several years now. He is very much in touch with the world's financial status & direction and is attentive to our respective financial goals. He is accessible and ready to answer questions. We meet periodically to reassess our investments and we give much weight to his advice as we make our financial decisions. We have made a good investment in Harmony Financial.

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  JR
  5

  Harmony Financial Services, with Rob Rolfe, has shepherded my 401K since Harmony FS started. My “nest egg” has actually been under Rob’s watchful eye even before that. Rob Rolfe came highly recommended to me, several years ago by a friend, and I’ve always had utmost confidence in him, to protect that resource.

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  Janet Polech
  5

  I highly recommend Rob Rolfe as a Financial Advisor, and his company Harmony Financial Services. I started working with him in 2020 and have learned so much from him about investments. I had been working with other advisors over several years, and had interviewed a couple of others that weren’t quite the right fit. I knew Rob was the right choice after meeting with him a few times. Rob is very knowledgeable about many facets of financial markets, investments, retirement planning, goals, and the importance of tax considerations too. He makes himself available and keeps in touch with his clients. It’s refreshing to have such personal service from a professional. His assistant, Matt, is also knowledgeable and helpful. Do yourself a favor and give him a call. At least allow him to give you his SOS - Second Opinion Service - regarding your finances, present and future.

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  Terry Syrell
  5

  Robert is a consummate professional and highly knowledgeable concerning financial investing and planning. He is very open and informative concerning short term and long term market trends, especially as they relate to national and international events or conditions. Before making any moves involving our investments, Robert reaches out to inform us of his proposed plans and reasons for the changes. Robert has also helped us multiple times concerning finances of a family member. We highly recommend Harmony Financial Services.

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  Jeffrey Knox
  5

  Rob Rolfe has weathered us through all kinds of financial situations.We meet with him and his, ready to assist staff two times a year or more, depending on what trending in the market . i.e.S&P 500 Or attending the ICE CREAM SOCIAL he and his staff put on for his clients at the famous BEV'S that's known for it's Mexican Sunday and others. This is our way of saying to Harmony Financial Services you have an excellent person who has treats his clients as friends and family. His knowledge of the market and concern for the financial times we are in : Good quality, Good value, Professional Responsive

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  Cari Joyce
  5

  Rob Wolfe has been a valuable resource in our family’s financial planning - his advice is thoughtful and relevant to our unique needs and goals; likewise, Mr. Rolfe is available and responsive when those goals change.

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  Cathy Bucher
  5

  Rob and Matt at Harmony Financial are the best. My husband passed away recently, and they have both been so helpful in helping me understand everything that Bob usually took care of.

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  Larry Rogers
  5

  Good advice, excellent responses. They Work hard to get you to your goals.

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  John Luber
  5

  Keeps up with me periodically and have great results!