Financial Voyages, LLC

"Spoke with Mr. Owen Kelly the other day and talked about a few ideas he had for a financial plan. Owen was able to give me some thoughts and things to consider. The most impressive part of speaking with Owen was that he turned a topic of finances that can be uncomfortable conversation to have a comforting one and I feel as though my money is on good hands. For those of you looking to secure your financial future go see Owen at financial voyages and have him help give you some peace of mind."

"When dealing with our finances, trust is paramount. Dan instills great confidence in us and our financial plan as we progress towards retirement. His guidance has been invaluable. He has been, and continues to be, actively involved in monitoring and suggesting alterations to our investments to best suit our goals."

"I strongly recommend Financial Voyages for financial planning. The knowledge, services and coaching have helped me reach my goals. Got through corporate downsizing in 2013 and final retirement in 2021 at age 62. Also assisted in providing financial guidance during several estate settlements for family members. My wife and I are debt free and have been able to travel and purchase a second home in Florida where we reside in the winter. Hats off to the entire team for all the help over the years!"

"Although we feel like we have a pretty good grasp on our financial situation, retirement is too important to screw up. So we wanted an independent set of eyes to review our situation. We contacted several firms and after some initial conversations w/each, settled on Financial Voyages. I/we can not express in words how grateful we are to Dan Melville for his diligence, thoughtfulness and general all-around good guy qualities. His assessment of our situation and financial plan he came up with were much more thorough than we expected - talk about going above and beyond! Would give 6 stars if I could."

"I have been working with Dan Melville at Financial Voyages in Harleysville PA for several years. He understands our family's financial goals and is able to and has the products to help. Our financial position has improved over the years with Dan's expert guidance. I highly recommend Dan at Financial Voyages. Also questions do come up along the way, and I am always able to connect with Dan via email, phone or in person if needed. Thank you Dan."