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July 2023 by Brian P.
Today I went to see Sean Heslin because his office manager Mary called me to let me know it was time for my one year anniversary financial check up. It is so important to have a great financial advisor taking care of your future financial needs. I was very pleased with performance of the investments Sean helped me set up. Sean was so much help combining investments I had in other companies, now we, Diaman and I know exactly where our investments are. I highly recommend Sean if you are in need of these services. Thank you Sean & Mary!
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March 2023 by Morgan Joffe
I have known Sean for decades and feel lucky to have found such a sensible, understanding and knowledgeable friend who I trust with my future investments. He always does what is in your best interest as a client, and explains in detail what he does and why. There is no hiding of information with him. Sean clearly explains why fees are charged, and IF they are being charged. I would highly recommend him to anyone looking for a trustworthy advisor, as I trust him implicitly!
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January 2023 by Glenn R.
Sean has literally changed my life.I am 60 years old and, I'm embarrassed to say, didn't know a thing about my portfolio. Had been with my previous manager for 30+ years and didn't ever have a clue what he was talking about.After a one hour consultation with Sean, I was literally in tears of relief. He explained each position I had, what was good or bad about it and made suggestions on the baddies. I actually, to my surprise, understood every word Sean was saying. It was an eye opening education.I signed with him and never looked back. We implemented all his suggestions and the portfolio is now solid and properly diversified and I am achieving the goals we laid out.How do you put a price on peace of mind? I can't.Thank you, Sean
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September 2022 by Tim C.
I've been with Sean Heslin for about two years now and have been very happy with my financial management. Sean is laser focused on the financial well being of his clients and provides a level of service not often seen within the industry.Recently both Sean, and his office manager Mary Folger, went above and beyond when I had a couple last minute tax accounts that I needed set up. Of course it was taken care of immediately and just highlights one of the many times they have been there for me.No matter if you have ten thousand, or ten million, you'll be treated with the same superior client care.
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April 2022 by Jason Bradshaw
Sean is the best in the business!
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June 2021 by Josh C.
I want to say a big thank you to Sean Heslin and his office for helping me and my husband feel comfortable with our investments. This is not something that either of us had a good understanding and Sean took the time to educate us. All our investments have grown in uncertain times and I highly recommend him.
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October 2020 by Patricia M.
Sean has been assisting us with our retirement plans and overall investments for many years now. I really like the way he explains complex financial things to me in a simple way without making me feel like I'm an idiot for not already fully understanding it. We have never really been thoroughly educated about money or investing before, so we have come to rely on Sean's expertise and knowledge to make it all less scary for us. Most importantly, I never feel like I'm bothering him. He always takes as much time as I need when I have questions. Other financial people we have worked with over the years have not followed up with us or even acted as though they really cared about us personally or professionally (after they got the money) while Sean always has. I have know Sean his entire life and completely trust him and his ability to take excellent care of our money. We highly recommend Sean if you are looking for a professional with many years of experience in his industry with an excellent personal touch that many do not seem to have.
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October 2020 by Samantha M.
As a first time investor in my 30's I knew I had to start somewhere but I had no clue how or where. Luckily I knew I could reach out to my uncle Sean with questions. He and I live on opposite ends on the country so I don't get to see him often but he has helped me with every question I've had about money and more... he explains thing in my language so I feel more confident with my investing he's even helped me set up 529 college savings plans for my kids. I honestly feel way more set up and secure than most people I know in our 30's! Love him!
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January 2020 by Michele M.
We will be doing business with Sean (and Mary) They spent almost 3 hours with us. It is very clear he us knowledgable and really cares about his clients. What a great find, added bonus, they recommended an excellent place for dinner!
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August 2019 by John E.
Can't say enough good things about Sean! Really knows his investments and really care's about his clients.
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June 2019 by Jeffrey N.
Sean is a personal, hands-on financial advisor. He genuinely cares about his clients and is easily accessible to answer any questions. More than that, he takes a pro-active approach to reassure clients when there are unusual turns in the market. My longtime advisor prior to Sean never did that. It is true client service. Plus, he's a heckuva nice guy. Highly recommended.
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June 2019 by Asim A.
I sleep better at night knowing Sean Heslin is my financial advisor. The knowledge he carries to help serve his clients is the reason why he's the best in the field. As someone who knew very little about savings and investing, Sean taught me a variety of ways to invest in my future and continues to find opportunities for me to expand my knowledge and my portfolio. His ability to explain complex financial topics was crucial for me as I had never learned about ways to invest in my future until I met Sean. Sean is as knowledgable, accessible, and dependable as they come. Making sense of investing is in his DNA!
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May 2019 by Morgan J.
Sean is extremely knowledgeable and truly cares about his clients. He is reliable and always checks in with me about my account. This may seem obvious, but it is greatly appreciated, as I had a previous advisor who I rarely got in touch with me. Sean takes the time to make sure you know everything about your account, fees, and what you are getting. If you aren't familiar with the investment world, he explains it to you without condescension, to make sure you fully understand what is happening with your money. I can't stress enough how glad I am to be working with Sean. He is extremely trustworthy and I feel 100% secure to have him managing my money.
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May 2019 by chris s.
I have been working with Sean and could not be more impressed with both his knowledge and professionalism. He has the ability to communicate with clients at their level by asking good questions and encouraging you to do the same. His many years of experience are evident in every interaction.
