Stonehenge Advisor Group LLC
About the Business
Stonehenge Advisor Group LLC is a finance institution located at 3810 Township Line Road in Collegeville, Pennsylvania, United States. With a focus on providing expert financial advice and guidance, Stonehenge Advisor Group LLC is dedicated to helping clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or secure your financial future, the experienced professionals at Stonehenge Advisor Group LLC are here to help you every step of the way.
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Location & Phone number
3810 Township Line Rd, Collegeville, PA 19426, United States
Hours open
Monday:
8:00 AM - 6:00 PM
Tuesday:
8:00 AM - 6:00 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 6:00 PM
Friday:
8:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Being 10 years from retirement, I realized I needed to be better prepared for retirement. I took retirement classes given by Sean Crowley, that spurred many questions for me and inspired me to start planning and make necessary changes in order for me to plan for the retirement, I envision. After the classes, Sean and I had several Zoom meetings whereby, a trust was built, before we set forth on a path for retirement income planning. Sean explains things thoroughly and gives you the time to understand and think, with no pressure to make any decisions. Sean acts as an advocate for you, making you feel comfortable in making informed decisions, that are right for you. I feel I have a better understanding of retirement income planning and highly recommend Sean Crowley to inform, guide and help you ensure, the retirement you envision."
"My wife and I have been with Sean Crowley for about 14 years. Our opinion of Sean as a financial advisor could not be more positive. What he did with what little we had is unbelievable. I know of no one who is more proficient and accommodating than this man. He is a true professional in every sense of the word."
"Sean Crowley has been my financial advisor for 5 years. He came recommended by my attorney. He is qualified in Medicare and Social security. This was especially important for my situation as a recently divorced senior woman. Sean is above and beyond what you would expect from a professional in his field. His recommendation for my annuity/trust is my lifeline as I age. He’s free to discuss in great length changes and updates in my senior years. I am grateful I met someone who understands this process."
"My Wife and I attended a Financial Seminar hosted by Indian Valley Library. That is where we met Sean. He was Presenting Retirement planning. This was during COVID, so it was via a Zoom meeting. There were actually a series of weekly Zoom meetings in all. The more we listened to Sean, the more we realized we were not getting exactly what we needed from our current Financial Planner. Sean touched on so many more topics than just Stocks and Bonds. We decided to arrange a meeting with him to discuss our situation. He advised us on Medicare planning, Strategies to maximize Social Security, tax planning and Investment methods for retirement to not only preserve but safely grow our investment base. We were very happy to move our assets and make Sean our Financial Advisor. Sean was very up front and thorough in his evaluation of our financial situation before presenting us with his suggested plan. We are so fortunate to have met Sean-just before we were set to begin our journey into retirement. We highly recommend his services"
"I first met Sean when I attended a presentation he was giving on Social Security while I was doing my pre-retirement fact finding. How fortunate for me because when we chatted after his presentation and he asked me about my situation, he told me about a Social Security benefit I would likely qualify for that would start paying about half of my monthly SS benefit well before I planned to retire, but would need to act ASAP due to a change in the law that would take effect shortly. I followed Sean's advice and I did qualify for the benefit that has been paying out monthly ever since. Sean was there to guide me every step of the way. Sean's Social Security presentation also addressed his long-term retirement investment strategy, which I found intriguing and have subsequently worked with Sean to put it in place for my retirement accounts. I feel comfortable that this strategy will serve me well throughout my retirement. I've found Sean to be very professional in his approach to financial decisions for my retirement and he's always made himself available whenever I've reached out to him, making his service feel very personal. So, I would say that my overall experience and satisfaction with Sean and Stonehenge Advisor Group is that they've been fantastic to work with."
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