Pearl Financial
Hamden, CT 06518
Location & Phone number
3074 Whitney Avenue Building One Second Floor, Hamden, CT 06518, United States
About the Business
Pearl Financial is a reputable finance and insurance agency located in Hamden, Connecticut, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Pearl Financial offers a wide range of services including investment planning, retirement planning, insurance coverage, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Contact Pearl Financial today to learn more about our comprehensive financial services.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My husband and I recently started working with Stuart and his team at Pearl Financial after finding them through Dave Ramsey’s website. Stuart has been so helpful! We are learning through his company’s advice and guidance how to best invest and manage our savings. We are grateful for their help and we would recommend his firm to anyone looking for financial advice."
"Stuart and the Pearl Financial team are very knowledgeable and professional. They always take my calls right away and clearly answer any questions I have. My portfolio has experienced significant growth and I could not be happier with the service."
"Financial planning is downright scary. Risks, rewards, fees, market corrections..... it's vital to have confidence in your financial advisor. After years of working with another firm, I rolled my entire portfolio over to Pearl Financial without hesitation. Communication with Stuart and his team helped me to understand in layman's terms where I stood and where I am headed to ensure financial peace and ultimately a comfortable retirement. At Pearl Financial, I received the personal attention of a Mom and Pop and the service of a corporate giant. I highly, highly recommend."
"Heard about these guys through their affiliation with Ramsey solutions as a trusted “smartvester pro”. I rolled over a retirement account with them, and they also filed my tax return for me. I had nothing but positive experiences, and even though my retirement account is small potatoes at this point, they still take my calls, texts and emails promptly, and never treat me like I am less important than their larger clients. The accessibility you will find with these guys is second to none, and that is one of the most important factors for me. Ryan also went the extra mile in filing my tax return, and got me a better refund than I could have imagined. Couldn’t recommend these guys more, I trust them completely and look forward to investing and filing with them for many years to come."
"Pearl Financial has been a tremendous asset to me; guiding and ensuring my short and long term investment strategy is maintained and within the goals and risk tolerances I have set forth. Stuart, on a consistent basis, keeps me informed of market volatility and stability. I appreciate the information and attention to detail I receive from Stuart and look forward to growing my portfolio in the years to come."
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