They have held my hand while helping me to decide where to invest my money best. On top of that they offer occasional sessions to try and inform us of what is going on with Medicare, taxes, and...
Kobrin Financial & Insurance Services
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Great team and very knowledgeable. I moved my accounts to this firm recently. Away from a large conglomerate
Years ago we trusted this team with all of our investments. They've been so helpful, responsive, and well, lovely. (take that Charles Schwab!) Once with a home grown business like Kobrin I'd...
Put all my money in with this firm to invest years ago. As soon as I saw there was a down turn in the market I called multiple times over a one week period to cash out. I got little response, many...
We really love working with Sharon. She has been so supportive, informative, honest, with great ideas, not pushy at all, and good at understanding and addressing our very particular financial needs.
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