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  • Writer's pictureMark Fonville, CFP®

Voted Best Financial Advisors in Williamsburg, VA

Updated: Nov 17, 2023


Best financial advisor Williamsburg VA

Covenant Wealth Advisors is excited to announce that our firm was recently identified as one of the best financial advisors in Williamsburg, VA by Expertise.com for 2021.


Expertise.com identifies the best financial advisors in Williamsburg, VA by implementing a thorough selection process including five main criteria.

  • Availability

  • Qualifications

  • Reputation

  • Experience

  • Professionalism

Expertise.com goes even farther by mystery shopping the companies they select.


This means they have mystery shoppers call each company, identifying themselves as potential clients, to gauge knowledgeability, friendliness, and professionalism.


Congratulations to our great team of financial advisors for always putting client interests first.

 

Registration of an investment advisor does not imply a certain level of skill or training.

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