2025-04-28T17:24:05.294Z

My husband and I had the fortune to assist to one of their seminars regarding retirement and SS, so we decided to visit their offices. It was great!Their transparent and professional approach made me feel confident in my financial decisions.Their responsive and caring customer service made the process seamless and stress-free.We couldn’t be happier to do business with them.We highly recommend their professional and trustworthy services!

2025-01-30T14:21:23.307Z

Excellent service. Really helped me retire with confidence. Great relief.

2024-09-11T18:12:00.829Z

We worked with Richard Price who was warm, kind, considerate and very thorough. He felt like an old friend. He spent time explaining things and ensured that we understood every aspect of the policies. He went above and beyond and even took personal time to help out our friend who was in need. We appreciate and highly recommend his services.

2024-08-08T20:48:44.094Z

I was recommended to Richard Price from a co-worker. At the time I was looking to move our money away from the volatility of stock market and into something more secure. When we met with Richard you could see he has a most pleasant demeanor and is very knowledgeable about all aspects of finance. Richard moved my investment into a great short term IRA and after a little back and forth with my wife's prior investment managed to move her money into a safe and secure harbor. All investments are panning out very well. Earlier this year my wife passed away prematurely. Richard and Durham Loyal sent flowers to my family and after things settled down he assisted me in moving my departed wife's IRA's into my name. This type of personal service and Richards availability are invaluable. I use Durham Loyal for financial, medical (Medicare advice) and will be working with them to set up my will. All the staff there treat you like an old friend and not just a business account. I highly recommend Durham Loyal as they have my complete confidence.

2024-08-06T15:33:27.732Z

I met David and his team at a seminar about Social Security. I was impressed with their knowledge and experience. I decided to use him as my financial advisor and have not been disappointed. He knows the markets and invested my money well. I am comfortably retired now living on income from my investments. Thank you Durham Loyal!

2024-08-05T22:34:04.817Z

This was a very positive experience. Pat was extremely knowledgeable in helping us navigate our options and come to the final decisions. He answered all our questions and asked us questions that we didn't even know to ask. With his help, we feel very comfortable with the outcome.

2024-08-02T03:46:00.342Z

2024-08-01T23:38:34.593Z

2024-08-01T12:52:42.124Z

The Durham team has an Excellent team driven towards its clients, they are always there to guide you and assist you. I would highly recommend this Firm.

2024-08-01T02:40:32.540Z

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!

2024-07-31T21:33:55.263Z

I have been beyond pleased with the services David and team have provided (ie portfolio management, Will creation, social Security and Medicare advice, monthly distributions from portfolio). I enjoy the way I’m treated like family. I have and will continue to recommend David to anyone who needs a financial advisor.

2024-07-31T20:45:15.460Z

Provided profession service and advice, helpfull, and very friendly. Highly recommended.

2024-07-31T18:01:50.303Z

If I could give 1000 * I would! I highly recommend Gary and his team for any financial advices. They are very knowledgeable, they love what they do and it shows. They invest a lot of THEIR in YOUR future. Many many mercis! I also want to mention the wonderful greeting every time you show up a their office.

2024-07-31T15:58:47.929Z

Friendly help and professional assistance. Great team !

2024-07-30T01:34:23.385Z

I found a good team that helped me a lot.

2024-07-29T14:52:41.947Z

Always professional and knowledgeable.

2024-07-28T00:57:48.922Z

2024-07-26T21:30:01.848Z

reliable, consistent, personable and concerned are adjectives that come to mind when thinking about David and his team

2024-07-26T20:11:15.266Z

The Durham group is very good financial group of all kind. They help us with filing social security, 401k rollover. The explain options to meet our needs. They helped with Wills and other personal documents explaining every step of the way. They are of high integrity and excellence. An honor to work with them

2024-07-26T18:43:46.534Z

Always keeps you inform on all information. Great working with David and gary

2024-07-26T16:29:21.523Z

Knowledgeable, Professional, very Personable and works hard for each Client's individual retirement needs.....Great Office staff!!

2024-07-26T15:59:35.141Z

I met the wonderful staff at Durham Loyal Wealth Management at one of their seminars. I walked away with so much information to assist me in planning my future and retirement. Scheduling an appointment is easy. David, Gary and the rest of the staff are available to answer questions. They are very knowledgeable. I highly recommend their services.

2024-07-25T18:46:11.344Z

2024-02-24T14:11:53.000Z

Top-notch professional in the financial industry

2021-06-07T20:05:39.883Z