Client Testimonials

Ann and Ben,

Just wanted to drop a follow-up note to personally thank you for your work with and continued support of my mom.

It means a great deal to her and myself to have you overseeing and helping her through some of the planning and investment decisions, both when my dad first passed away and now moving forward in life.   It has become less daunting and intimidating to her and she actually was looking forward to going to the appointment today.  I enjoyed catching up with you both as well! 

Your patience, understanding and perspectives are very valuable and the relationship is very much appreciated.

Thanks again.

Ben S.

“Can't put into words how much we appreciate you both!!!”

Susan M.

Ben, 

This is such a beautiful tribute to him. Thank you for coming into his life and being a friend and an amazing advisor. The steps you took together are making this process a bit easier for us and are allowing us not to be in a state of panic but to have the space to grieve without worries. 

I look forward to building our relationship and thank you again for your guidance and thoughtfulness throughout this. 

Best,

Bela

Dear Ben,

Thanks so much for your attention and input today. We felt very comfortable and at peace with the results of our meeting.

God bless,

Roger and Linda

The testimonials presented are made by individuals who are clients of Offit Advisors and are applicable only to the individuals depicted and may not be representative of the experience of others. The testimonials are not paid nor have the participants received any non-cash compensation and are not indicative of future performance or success. The testimonials have been evaluated for conflicts of interest and have not been found to present any conflicts.

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Offit Advisors is not affiliated with Kestra IS or Kestra AS. Offit Financial Inc. is a tax firm but neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.For more information on the Five Star Wealth Manager and the research/selection methodology go to: www.fivestarprofessional.com. Investor Disclosures: https://bit.ly/KF-Disclosures

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