Here’s what some of our investors have to say about their experience with our services.
“We love that Kinesis Asset has a team of experts working on my finances, versus just one traditional advisor.
Kinesis Asset has 100% met my expectations and surpassed them. Now that I’ve been using the platform, I don’t know if I could live without it.
The advice has been solid. I had what I thought was a pretty simple question, but instead of giving me the answer I expected, they looked at my whole financial situation and presented a surprisingly strategic, thoughtful approach. This probably saved me thousands of dollars.
The interactive financial plan has been great. Everything is right there and I can track my progress
The advice has been incredible. Any time we send a question, the response has been quick, thoughtful and thorough.
We’ve been impressed at how responsive the team is. They follow up quickly and have had good attention to detail when it comes to our financial plan
The platform has really delivered on real-time financial advice. I’ve asked some pretty specific questions, and the team has responded pretty quickly with good advice and resources.
We don't just stop at answering questions. We sit "side-by-side" with you to
help address your needs and get you over the hump.
* Get a second set of eyes on your investment idea from a technical analysis
or risk management perspective.
* Better understand a potential asset sector margin and cost basis
implications.
* Get help on how to set up a profitable complex investment portfolio.
Having all of my financials in one platform—especially my portfolio and tax planning—makes everything more convenient.
Two words for Kinesis Asset Asset: super value! Beyond annual tax prep, Kinesis Asset provides full CFP support and a suite of DIY budgeting and planning tools‚ all for just a little more than what I had been earning from my previous provider
My intro call with the financial advisor and initial recommendations have been sound. Really helpful learning for me on financial planning.
