Acorn Financial, John Hancock Financial Services

Acorn Financial, John Hancock Financial Services Reviews

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I personally work with Jon Browning over at Acorn....

I personally work with Jon Browning over at Acorn. Jon and I met through mutual friends and developed an organic relationship. He never once asked for my business, over the year or so of knowing him I finally asked, when are you going to ask to manage my money? We had a good laugh. 3 years later I consider Jon, as well as the rest of the Financial team and support staff, trusted advisors and friends that look out for the best interest of my Financial goals and the Financial goals of my family. I would highly recommend anyone throughout all of Acorn and their affiliates.

I must say that it was important to me to have a f...

I must say that it was important to me to have a financial advisor that catered to my situation. They created an individual plan and it has been paying off really well for the past 5 years. They explained the strategy, risks, and gains that were to be expected. The service they provide is top notch. Each time I call they answer all my questions and get me directly in touch with my broker. I trust them and know they have my best interests in mind.

The team at Acorn has helped me tremendously as a ...

The team at Acorn has helped me tremendously as a young teacher to get started investing. I am very appreciative of having them as a group of trusted professionals who give me sound advice. They are an incredible team!

I have been a client for a couple years. Acorn is ...

I have been a client for a couple years. Acorn is an impressive firm run by an amazing team who are dedicated to delivering the best in financial services to their clients. Beyond financial planning and wealth management, they have experts in house that are highly skilled in tax, business, estate and other related legal matters so that you don t have to go back and forth with your financial planner, CPA, attorney. Everything under one roof, very reasonably priced, what a relief, highly recommended.

I have been a client of Acorn Financial Services f...

I have been a client of Acorn Financial Services for years! I originally came to Acorn to get a head start on my retirement savings, but in turn received holistic financial planning. They not only allocated my 401k but provided a very detailed plan to help me reach my financial goals. Thank you Acorn for setting me up for a successful future and providing me unparalleled financial guidance and support!

I have been a customer for as long as I can rememb...

I have been a customer for as long as I can remember. If it wasn't for the amazing work by this group, I wouldn't have been able to afford my house. I have been saving for a while, but Jim and Justin and Michael helped me maximize my returns and help me find my home. Professional, personable, and always looking out for my family.

Both the Financial Advisory team and the Client Se...

Both the Financial Advisory team and the Client Service team provide excellent service. They make things very understandable for me to comprehend. I feel welcomed as soon as I am greeted at the door. What a great Financial Firm! I highly recommend Acorn Financial Services.

A true team of experts that best help the client. ...

A true team of experts that best help the client. Having so many sets of expertise under one roof gives confidence when I recommend any colleagues, friends, or family members should come speak with the advisers in this office. They know how to maintain transparency, and deliver world class service on a variety of fields. If you have considered estate planning, investment management help, insurance, or tax needs I highly recommend that you engage with an intro conversation with this team. You will feel comfortable asking the tough questions, and you will learn that you can trust this team to get the best outcome for you, your family, or your business.

I have been a client of Acorn's for four years. Sh...

I have been a client of Acorn's for four years. Shortly after becoming a client with Acorn I got the peace of mind knowing that people like Jim Gambaccini and Matt Brennan are overseeing my portfolio. They are always responsive to my emails and happily answer any questions I have. Follow up summary emails after meetings are very helpful and have a personal touch. They helped create a sound financial plan and with their advice I was able to afford my secondary education. I am very grateful for finding them!

Acorn Financial, John Hancock Financial Services

Acorn Financial, John Hancock Financial Services

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