Hoffman Financial Group Reviews

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Real Feedback, Real Experiences

We prioritize the importance of honest feedback from our clients. Explore a variety of client stories and successes to help your decisions about how the Hoffman Financial team can be of service to you. Whether you're looking for recommendations or comparing options, our team has the experience and expertise to guide you through retirement. Your next great decision starts here!

Michael N.

A current client of HFG.
Originally posted on BBB in Oct. 2024

"Working with Hoffman Financial Group and our advisor has been life-changing. She listened to my concerns and created a personalized plan that gave me peace of mind and control over my financial future. I highly recommend ****** and the team—they’ve truly made a positive impact on my life!"

Jason B.

A current client of HFG.
Originally posted on BBB in Jul. 2024

"I’ve spent a year with Hoffman Financial and earned more than in 30 years with another firm. My adviser protected my gains while helping me earn monthly. I highly recommend meeting with them to review your portfolio for better results!"

Ron E.

A current client of HFG.
Originally posted on Yelp in Jun. 2021

"I’ve worked with Chris and his team for over five years and have been impressed by their exceptional care, attention to detail, and integrity. They strive to improve for their clients, making them an excellent choice for anyone valuing their savings and investments."

Daniel B.

A current client of HFG.
Originally posted on Yelp in Dec. 2021

"This team is the best of the best!
I've seen first hand how everyone works together to find the best solutions for their clients and it's very obvious they value each relationship. Couldn't be more impressed with this team of experts!"

Lee F.

A current client of HFG.
Originally posted on Google in Sept. 2022

"We moved from one of the “big box” firms to Kyle two years ago and have been very pleased, especially given all of the recent turmoil in the market. Kyle has been pro active in his recommended strategies and we feel comfortable that we are on the right path. "

Wendy D.

A current client of HFG.
Originally posted on BBB in Jul. 2024

"We’ve enjoyed over three years with Hoffman Financial Group, benefiting from their knowledgeable insights and tailored investment strategies. Their regular communication and quarterly reviews keep us informed and ready to adjust as needed. Highly recommended!"

Roseann T.

A current client of HFG.
Originally posted on BBB in Jul. 2024

"My experience with Hoffman Group is still new, but I already feel a strong sense of trust. Unlike my previous larger firm, they genuinely listen to my concerns and tailor my portfolio to my personal goals. I appreciate their consistent communication and support."

Yolanda W.

A current client of HFG.
Originally posted on BBB in Jul. 2024

"My relationship with Hoffman has been the most important and best experience ever. I am always given a detail explanation of the strategies used and why. I love the comfort of having quarterly meetings. Awesome team."