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January 2024 by Angie LeBaron
I would highly recommend Lefavi Wealth Management. We have been with them for about 20 years. I have always been satisfied with anyone I have worked with there.Specifically Jeff Kemp is the best. He has gone above and beyond anything I could expect. He is professional and very personable. He is very accessible and easy to get ahold of. He always answers any questions with quick responses. He is very on top of things.Jeff has blessed our family in multiple ways and has helped us find financial freedom to do real estate investing as well as a remodel on our house. We wouldn't have felt comfortable to do either without his knowledge and guidance. I can't even express how grateful I am to Jeff Kemp and his team for everything they have done to help us.Beyond what he has done for us, he has also helped our teenagers set up accounts and start saving early. He spent a lot of time coaching them which was going the extra mile and then some.
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December 2023 by rachel nielsen
My advisor is Jay Greenberg. He has incredible patience and excellent follow through. I enjoy our conversations, which are very focused and helpful, but somehow always have little slices of laughter and human touch in them also. They make hard transactions easy, and although my funds have grown steadily over the 20 years with them, I’m not a high profile client with a huge account, and yet their personal approach leaves me feeling like they value my business.
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December 2023 by David Graves
Anything I ask they have an answer very professional and precise every single time.
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November 2023 by Christine Keyser
It is always a pleasant experience to meet with Jay Greenburg, my financial advisor. He is very thoughtful and extremely thorough in explaining everything about my investments. His friendly manner, his genuine interest in my financial security, and his kind way of doing everything carefully, has left me feeling safe, confident and happy to invest my life savings with Lefavi Wealth Management.
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October 2023 by Michael Mollinet
My wife and I have worked with Lefavi Wealth Management for several years and have been very happy with their financial advice and support in reaching our financial objectives. They have provided a stable voice through volatile markets and have helped us with trends and direction. I recommend Lefavi as a company and their financial advisors.
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May 2023 by James Lefavor
I have worked with the team at Lefavi for over 20 years. Very knowledgeable and professional and I highly recommend them.
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April 2023 by David Davis
Recently, I was assisting my elderly in-laws with their taxes. I needed some assistance from Lefavi concerning some questions and the possibility of a missed form. They went out of their way to help me in a very timely manner. They were very professional and courteous.Sometimes it’s the personal care and attention that a company gives their customers/clients that sets them apart. This seems to be the case with Lefavi and it is greatly appreciated. David Davis
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April 2023 by Karen Matthews
Jay is always there to answer our questions. We are pleased with the way he handles our account. We highly recommend Jay
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October 2021 by Craig Smith
Really nice professional people. However they have high fees and their investment strategy did not work for me. After 10 years of wealth management my funds grew about half of what they would have grown in the s&p 500.
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October 2020 by Jennifer Yurth
Lefavi Wealth Management has been a joy to work for. I am grateful for our staff and their knowledge and dedication to our clients.
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June 2016 by Jon S.
Definitely a fan of LeFavi so far. Chris Light has been a pleasure to work with.
