Three Rivers Executive Consulting (TREC) Stonewood Dr, Wexford

Three Rivers Executive Consulting (TREC) Reviews

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  Tonya Edinger
  5

  We were referred to Nic by a mutual friend when my husband lost his job and we had to roll over our 401k. Nic explained everything in layman's terms so we could understand and answered all of our questions and we had a lot. His advice has been on point and we have been heading in the right direction since he took over. I refer him to my family and all my clients. If you want someone to assist you with your financial decisions that is an expert and has your best interests in mind, Nic is the guy! Highly recommend!

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  Bill Schaefer
  5

  Nic has been incredible to work with. He is knowledgable, responsive, and extremely helpful. He goes above and beyond to assist his clients. I have referred multiple family members to Nic and they have all raved about how easy he made everything for them. Would recommend to anyone in any situation.

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  anthony latore
  5

  Nicholas Kennedy and his team are absolutely terrific. Being a client of Nick's is like being part of his family. He is professional , responsive, understanding, and caring. I feel like he truly cares about me and my family. I would feel comfortable recommending Nick to anyone, including my closest friends and family (which I do all the time).

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  Natalie Cottage
  5

  Nic has spent a lot of time listening to me and he has completely explained everything to me in detail. He has built a relationship with me that has enabled me to trust him. He is honest and gives great advice. I love that his office sends out confirmation for my appointments. I have also had to reach out to him through calls and text and he always responds. Due to my busy lifestyle I always need good communication. I’m beyond happy with Nic!

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  Bethany Skosnik
  5

  I have been working with Family Wealth Management for over three years and I cannot more highly recommend Nic. When I first started, I was new to investing and Nic spent lots of time teaching and educating me on what would be best for my situation. He is a wonderful teacher and he is quick to answer any of my questions or concerns. I really appreciate our yearly review to discuss all of my investments, with the flexibility of it being over the phone or in person. I highly recommend Nic!

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  Chelsea Beans
  5

  I found FamilyWealth Management Group/Nicholas Kennedy online after doing some digging for a decent Financial Planner in my area. I was sold pretty quickly just based on their reviews! So, I went to the website and requested an appointment. I heard back from them the very next morning. His assistant helped me schedule a phone call and I was actually able to speak with him that same day. I was a little nervous being that I've never worked with a Financial Planner before. I didn't really know what to expect. But he was so pleasant and relatable and kind! He wasn't scary at all! lol We spoke and he gathered a little bit more information about my situation and what I needed help with, etc. He gave me all kinds of really good advice to get me started and I'll be reaching out to him again in about a month after I've done my part of things. I'm excited to get started and to start seeing the results! Just based on my 20 minute conversation with Nic, my experience with scheduling and interacting with his assistant through email, I would absolutely recommend FamilyWealth Management/Nicholas Kennedy to anyone and everyone who might need a little (or a lot) of help sorting out their finances. I'm so glad I found them and I can't wait to get things rolling!

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  Matt Antis
  5

  My wife and I have been working with Nic Kennedy for the past 3 years and have been very pleased with him! He is always professional and easy to communicate with. If your looking to start investing I would honestly recommend working with him.

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  KELLY GRAFTON
  5

  Couldn’t be happier, so glad Nicholas is my advisor! His service is top notch. He truly cares about you as his client. I would highly recommend to anyone!

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  Jill Matter
  5

  Nick Kennedy is great to work with. He responds immediately to our emails or calls. He has our family on track for retirement!

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  Marta Greca
  5

  This team will take such good care of you and take the time and attention to make sure you have the right plan in place!