Guiding Clients through Life's Transitions. Objective Advice Matters.
At Alpha Financial Advisors, we understand that navigating life's transitions can be overwhelming. That's why we're committed to providing personalized financial planning and investment management services that help you achieve your unique goals and pursue your passions. Our team of experienced professionals is dedicated to helping you make informed decisions about your financial future, so you can focus on living the life you've always imagined.
Our Approach
At Alpha, we believe that investing in relationships and creating a plan tailored to your individual needs is the key to achieving long-term success. We take the time to get to know you, understand your values, and identify your goals. From there, we work together to develop a customized plan that aligns with your aspirations and helps you achieve financial peace of mind.
Our Services
We offer a comprehensive range of financial planning and investment management services, including:
Financial Planning: We'll work with you to identify your financial goals and create a personalized plan to help you achieve them. Our services include:
- Retirement planning
- Estate planning
- College planning
- Tax planning
- Insurance planning
- And more
Investment Management: Our experienced investment professionals use a disciplined, research-based approach to help you achieve your investment objectives. Our services include:
- Portfolio management
- Investment research
- Market analysis
- Risk management
- And more
Why Choose Us
At Alpha, we're committed to providing exceptional service, expertise, and guidance every step of the way. We're dedicated to helping you achieve financial freedom and pursue your passions, while navigating life's transitions with confidence and clarity.
Meet Our Team
Our team of experienced professionals is dedicated to helping you achieve your financial goals. Meet our team members, each with their own unique expertise and passion for helping clients.
Contact Us
Ready to learn more about Alpha Financial Advisors? Contact us today for a free consultation or join our mailing list to keep in touch.
Overall Experience
The majority of reviewers have had a highly positive experience with Alpha, praising their comprehensive services, attention to detail, and fee-based approach. Many reviewers appreciate the personalized attention and guidance they receive from their advisors, feeling that their best interests are always at the forefront.
Positives
Reviewers praise the professionalism and expertise of specific advisors, such as Janice McGunnigle, Megan Lokitis, and John Gugle, who take their fiduciary responsibility seriously and provide clear guidance. Alpha's comprehensive services, including investment management, tax planning, and long-term financial planning, have helped many clients achieve their financial goals and secure their financial future.
Negatives
However, some reviewers have experienced discrepancies and issues with Alpha's services. One reviewer discovered major discrepancies in their account fees and documents, which led to their decision to terminate their relationship with Alpha. Another reviewer felt that Alpha is not interested in working with clients who do not have a minimum investment of $1 million.
Common Complaints
Some reviewers have expressed concerns about Alpha's minimum investment requirements, which may be a barrier for some clients. Others have experienced issues with document management and transparency, which can lead to misunderstandings and mistrust.
