Gary has been our trusted financial adviser for over 20 years. Superb service starts the minute you meet with Gary for the first time. We were impressed by his desire to learn about us, our situation, and our goals. In our yearly review meetings, we discuss any changes to our lives and/or goals and portfolio performance. He is also very available throughout the year. He proactively monitors management changes within our portfolio and when prudent, communicates the reason(s) we should consider investment changes (we've always agreed). Portfolio analysis for the purpose of tax reduction is done yearly and the changes made have been of great benefit to us. Highly recommended. read more

Avery Sanson and the team at Financial Voyages helped me restructure my 401(k) and made the whole process a lot easier than I expected. They made sure to take the time to look at my current plan and explained what changes could be made to better prepare for my personal goals. What I appreciated most was that they kept everything simple and focused on what made sense for my goals within my timeline. After working with them, I'd for sure recommend them to anyone looking for help with their 401(k) and any other financial prospects you want to pursue. I won't be going anywhere else for my financial needs. They are a one stop shop read more

We have been clients of Gary Sanson and Financial Voyages for over 20 years. The office customer service is top-notch and Gary's expertise in guiding our savings and managing our portfolio through all the ups and downs of the market through the years now offers us the financial freedom we dreamed about when we started working with him in our 20s. I can't say enough about the service, care, and authentic human connection everyone at financial voyages embodies in their service. read more

The broker invested exactly the opposite of what we requested. He set up a portfolio based upon what a 40 year old would need not a 65+. 60% was invested in the riskiest asset when what we asked for was minimum risk. With that said we lost money on every single investment over a 2 month period. He lost more money for us in 2 months than we had lost over the last 40 years. This is not the place for anyone who wants to grow their money or keep it safe! read more

I can't express how professional, respectful and caring all at Financial Voyages are, especially Gary Sanson. Right from day one of our first meeting it was effortless, understandable and he lays things out in terms we can understand. We were with another institution/advisor for nearly 20 years and NEVER did I ever feel this comfortable and confident we were in great hands. There is never a question to simple. He understands where we are coming from and puts it into perspective, so without a doubt I know the best solution. My only regret is we did not seek out Financial Voyages sooner. read more

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. read more

We have been with Financial Voyages for a few years now. They are different from other firms in that they really try to get to know you and your goals so they can work with you to make those goals happen. The best thing we can say is that even now, with a tumultuous stock market, we are confident that Gary is doing right by us. Thanks Gary! read more

Fantastic people. Have used their services and recommendations for over 10 years and they have been so wonderful in helping us with our investments and other items including helping me when my husband passed away last May 2020. Met them in a Temple University class and have been so impressed with all the help. Gary is a great person and all the people at Financial Voyages are superb. read more

Gary sold me life insurance in 2000 and led me to believe I would be covered the rest of my life. What he did not stress was that the cost of the insurance would increase drastically as I aged. The cost has more than doubled and as I near retirement, I cannot afford to maintain the policy. I am not going to have more income in retirement than I have while working. My understanding at the time of purchase was that the cost would remain constant. I had a Prudential policy that did not increase cost over time, and I assumed the policy he sold to me was the same. It made sense to me to purchase insurance when younger to lock in a low rate. That was not the case. I should have read the fine print. I understand the concept of "buyer beware", but I naively accepted Gary's poor advice. This was not in the long term interest of my financial plan. I called the insurance company directly, and they told me that Gary has been receiving commissions all these years. Could that have been the main driver for selling me that policy? I would definitely look elsewhere for financial planning. Others who posted positive reviews, get back to me in 20 years and let me know how that worked out. read more

Financial Voyages has the absolutely best client services that I have ever experienced. No matter when you call and whatever the question re your account you can be sure to be greeted warmly and your questions answered immediately. read more

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. read more