Google reviewers rate DurhamLoyal Wealth Management five stars based on seventy-seven reviews, with the owner responding to eighty-six percent of comments. Clients describe the firm as professional and knowledgeable, highlighting thorough communication, punctuality, and personalized assistance with retirement, estate, and investment planning. Many note the staff's patience and lack of sales pressure, while one reviewer mentioned reasonable pricing. No common criticisms appear in the provided excerpts.
Google rating: 5.0 out of 5 from 77 reviews (97% five-star).
Reviews on this page: 77 Google reviews (58 with written comments, 2 with photos).
Owner responses: the business replied to 86% of reviews.
Reviews from Google, shown as published (original wording, unedited).
ML
Maureen Liguori5 reviews
★★★★★
expert guidance in retirement planning! I’m so thankful for their input in navigating through the process & successfully completing transactions towards financial security. You guys make a difference!
Thank you for your positive feedback, Maureen! We're pleased to hear that you found our guidance in retirement planning helpful. Your acknowledgment motivates us to continue providing top-notch service to all our clients.
We visited this place today, met with all team who assisted in preparing our living wills and trust. We truly appreciate their helping us put these important arrangements in place. Special thanks to Carl Durham who spent a lot of time to explain and answer all our questions. Strongly recommended.
Price assessment: Reasonable price
Services: Estate planning
Response from the owner · 2 weeks ago
Thank you, Natalia, for your kind review and for trusting us to help prepare your living wills and trust; we are pleased Carl Durham could take the time to answer all your questions.
We appreciate your strong recommendation and welcome any future questions as your arrangements evolve.
Thank you!
If you need investment, retirement or estate planning, please contact Durham Loyal. They are informative, helpful and will guide you without pressure. Take advantage of the free seminar and consultation. David, Gary and their staff are friendly and will help you plan. Don’t wait!
We appreciate your recommendation, Donna, and are glad our team made planning clear and pressure free.
Your feedback helps us improve and keeps us focused on supporting clients every step of the way.
Thank you!
Initial meeting very informative looking forward to 2 nd meeting
Services: Retirement savings consulting
Response from the owner · 3 weeks ago
Thank you Tammy, we are pleased the initial meeting was informative and we look forward to your second meeting.
Your feedback matters and helps us keep improving how we support you.
Thank you!
Very professional company and with them for a while
Response from the owner · 3 weeks ago
Thank you, Elizabeth, for highlighting our professionalism and for your long-standing trust. We take pride in providing consistent, high-quality service and appreciate the confidence you place in us. Feel free to get in touch whenever we can assist you further.
Thank you!
It was a pleasure to work with DurhamLoyal Wealth Management. Up to this day, everything is working for me. Great service driven by trust and satisfaction rather than just convenience or price.
Etienne, thank you for your kind review and for recognizing our commitment to trust and client satisfaction.
We are pleased everything continues to work well for you, and we welcome the chance to support your needs going forward.
Thank you!
Thank you, Ariel, for calling our service personal and professional and for highlighting our knowledge. We are glad our team could provide clear, expert guidance. We uphold rigorous standards and focus on straightforward communication. Please contact us anytime, we welcome the opportunity to assist you further.
Thank you!
My experience has been personable. From the greeting at the door to my meeting with Gary is engaging and personal. Good, solid advice is given and even if I'm worried about my life changing experiences, I can always consult and bounce my thoughts off you to get clarity.
We appreciate your kind words and are glad the greeting and your meeting with Gary felt personable and useful.
Please continue to lean on us as your circumstances change-we are available to listen and help bring clarity.
Thank you!
Such kind & attentive service! Thank you Pat for taking the time to explain (pretty much) everything I needed to know! Good to know you guys have my back!!
We appreciate your kind words, Alex, and are glad Pat could explain everything so clearly and that you feel supported.
We value your feedback and will keep improving how we serve you.
Thank you!
David Durham was absolutely a pleasure to work with. A great help in directing us through a bit of a complicated process. Very knowledgeable, easy to work with and pleasant personality. Would definitely recommend him to family and friends. Thanks so very much Dave. Mike & Lisa
