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October 2023 by Al W.
Arcadia Financial is great! Full service, everything we need under one roof. Wonderful company!!
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October 2023 by Patti D'Agata
Been with Arcadia for years! They treat us like family! Love their mantra to live like everyday is a Saturday! We do!!!
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October 2023 by Kimberly Warner
Had an another great time apple picking with family. You guys always put on such a great event! My daughter was so over the moon with winning BINGO
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October 2023 by Sharon Krasinski
Have been with Arcadia for several years. Everyone has always been very helpful and responsive to our needs. We would recommend Arcadia to anyone in search of a Financial Advisor.
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October 2023 by Monica Kerman
Top notch financial advice. Mike, Jess and their team have helped my husband and I figure out retirement strategies. They are kind and caring as well.
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October 2023 by Adriana Torres
Arcadia is a different kind of financial advising company. Honing into the growing talent of young employees, they get to know you first and keep up with the changes in our lives. Thanks folks, for helping us fuel the dream.
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August 2023 by Gene Freeman
I was considering retiring back in 2016 and wanted to make sure it was a good idea. I attended several retirement seminars of which the only topic discussed was annuities and investments. I came across an invite for an Arcadia dinner seminar and was happy to hear about not only investments, but Mike also addressed health care, long term care, estate planning, medicare, taxes, and other things to consider. We signed up for the free appointment and the first meeting was discussing our goals, retirement timeline, concerns, things to worry about and not worry about. Subsequent meetings, we decided on a retirement date, set up a Long Term Care insurance policy, made an appointment with a trust attorney, rolled my 401K into IRA's and Annuities, and set up a monthly payment amount that would supplement our retirement and Social Security but make sure we didn't run out of money. Justin is an expert on Medicare and walked through all of the options. The company has grown by leaps and bounds in the 6 years we have been clients. Each of the advisers we have met with for our annual or semiannual assessment have been very professional and knowledgeable. Chris asks each year if we have any changes to our goals, and will run any changes through their analysis program to make sure it is still feasible to not run out of money. We have rolled most of our IRA's into ROTH IRA's to save taxes down the road. They are quick to respond and take care of all of our needs quickly and professionally. We plan on continuing as clients throughout retirement and can set back and enjoy it without worrying about money or healthcare, knowing we are in good hands.
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August 2023 by Gloria Proulx
We made the switch to Arcadia about 6 months out from retirement. Wish we had done it sooner! Regardless. they had a comprehensive and thoughtful plan for us in no time that made it easy to sleep at night once we took the plunge this past February. Their friendly, smart and responsive team has made our communications easy and efficient, explaining options and never talking over our heads. We appreciate the tax knowledge as well. A big plus! All in all, we are glad to be part of the Arcadia client family and know that we will be taken care of in years to come. Thank you to the Arcadia team!
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July 2023 by Glen Fullerton
I have been impressed with every interaction I've had with Arcadia Financial. Their staff does everything, so they are a one-stop office. They communicate often and have created a family environment. EXACTLY what I need heading into retirement.
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July 2023 by Greg Santini
Mike & his team do an outstanding job looking at your entire financial portfolio to put you in the right investments to maximize your financial growth while minimizing the amount of tax you will pay in retirement. I highly recommend the Arcadia Team.
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July 2023 by Sally Perkins
We started seeing Mike 7 years ago and have fully retired for 5 years and are feeling confident that we, as a team, have got this. The additional services with Tax and estate planning just makes so much sense.
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June 2023 by Al Harris
Been working with Mike and his team for many, many years now. We are likely one of their youngest clients. We no longer are concerned with long-term finances since working with them back in our 20's. What a weight lifted... yeah there are still tough conversations to be had but they have helped us through those each and every time. Don't go through life lost and directionless when it comes to manages your finances. Shout out to Chris Dube - you rule!
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June 2023 by Nancy Snyder
Justin ,Carol and Roxann have been taking care of our accounts and needs with total understanding of us as persons.They are prompt to return calls,texts and or emails.We feel comfortable they are watching out for us.We highly recommend Arcadia.
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June 2023 by Bill Balam
The perfect fit for myself and my business. Like many business owners, I am beyond busy with work, family, and fun. Arcadia and my accountant Colleen are ALWAYS on top of what I need and when I need to get it done. It is nice to focus on business and know that when it comes to my taxes, I am always on point with my filings.
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May 2023 by George M
We, my 2 sons and I attended the Whiskey/ Cigar guys night out tonight at Castleton and had a great time with Mike, Jess and their staff. Looking forward to our new relationship with our new friends at Arcadia.
