MANNA WEALTH MANAGEMENT - Virginia Financial Advisors

I don't normally write reviews, but I felt compelled to let people know what a great team of professionals we've experienced since stumbling upon Skyline Financial Partners. A friend let me know that a disgruntled potential client had posted a one star review and I should post because that has not been our experience over the past 4 years. Upon retiring, we have worked with Tim and Alex to secure our financial assets. My guidance to them was that we just didn't want to lose what we have. While keeping our funds in secure investments, they have earned us a 14% return in a conservative investment profile. The Schwab portal is very easy to review and the quarterly updates are very detailed. Tim is extremely passionate about accomplishing the goals of his clients. You must complete an extensive worksheet with enough time for them to analyze it in order for them to provide a comprehensive review. The risk analysis made me extremely comfortable trusting them with our retirement, because he understood my position exactly. Their quarterly reviews always set my mind at ease as they explain how our portfolio has performed and their recommendations going forward. I have recommended them to several friends and family; and they have all been satisfied with the individual focus and results.

I can't say enough good things about Skyline Financial Partners! From the moment I reached out to them, I felt like I was in expert hands. Their team took the time to understand my unique financial goals and crafted a personalized strategy that has already made a significant impact. They explained complex concepts in a way that was clear and easy to understand, which gave me a lot of confidence in the decisions we were making together. What really sets Skyline apart is their commitment to transparency and communication. I never feel left in the dark about any aspect of my financial plan. Their proactive approach to managing my investments and tax strategies has not only helped me grow my wealth, but also minimized risk in ways I hadn’t even considered before. If you're looking for a trustworthy, knowledgeable, and dedicated team to help you reach your financial goals, look no further. I’m so glad I chose them, and I’m excited to continue working with them for years to come!

My husband and I have been using SFP to help manage our retirement portfolio for the past six years. Their experience with federal government pensions was the key for me to use their services. We truly appreciate that our funds are not all in one bucket and we have spread our money into different buckets based on our risk tolerance. Under the advisement of Tim and Alex, our portfolio is growing! We also had our wills and papers drawn up by Geoffrey. And, since my husband retired last year, we are using Sarmad's tax services. It's a relief knowing our future is secure!