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        General Info
        Hoffman Financial Services is a financial consulting firm dedicated to helping our clients work towards building wealth and protecting their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.
        Email
        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        Extra Phones

        Fax: (215) 679-4382

        Payment method
        amex, cash, discover, master card, visa
        Other Link

        http://www.hoffmanfinsvs.com

        Categories
        Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities, Retirement Planning Services
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        JG
        Jerry G.

        03/04/2022

        Overall
        Expertise
        Professionalism

        Unusual situations and circumstances introduced me to Hoffman Investment Services with whom I have been working from long-distance for nearly two years. During that time, I have experienced superior portfolio performance, and outstanding customer service and support. In these days of waiting hours and listening to scratchy music on "hold please", the staff at Hoffman Investment is a refreshing, most welcome change. They can write the book on Great Customer Service. Five Stars!!!

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        Details

        Phone: (215) 679-2393

        Address: 1811 Lesher Mill Rd, Palm, PA 18070

        Website: http://www.hoffmanfinsvs.com

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