Volpe Financial Solutions

To say that we were pleased and excited about being introduced to Brett Volpe and Volpe Financial Solutions is a complete understatement. From the moment we met Brett we felt very comfortable and 100% sure that we were making the right decision to trust him and his company with our financial future. He truly does (pardon the cliche but it’s true!!!) go above and beyond to make sure his clients understand and feel comfortable with the advice and decisions that he’s making on your behalf.There’s so much information and things that you obviously have to know and decide when dealing with your financial future and setting yourself up for success (to the point it really can be daunting and stressful!!!) Brett really took the time to explain and answer the numerous questions we had regarding budgeting, investments, and just really trying to set ourselves and our daughter up for the future. Brett and Volpe Financial Solutions really do take the work and stress out of your hands through the whole process by taking the time to completely understand your financial situation and set goals for you that fit all your lifestyle needs and then develops an accurate strategy to help you achieve those goals. Brett takes a great proactive approach by keeping the lines of communication open and keeping you updated on current financial issues and opportunities, he really does make complex financial concepts easy to understand. His passion for financial planning, wealth management and your overall well being shines through in the way he talks to you and the advice he gives you, he also puts the needs and interests of his clients first and his own interests second which is key and a huge plus when it comes to financial planning.Sometimes I find from experience that financial advisors meet with you once, develop a plan and then just send you statements in the mail, not Brett, he takes the time to develop a relationship, is always available to answer questions, understands your financial goals and needs and makes you feel like family, his attention to detail only strengthens your portfolio.If you’re looking to plan for your future, want piece of mind and to know that you’re choosing the right team to help you achieve your financial goals then I urge you, look no further than Brett Volpe and his team at Volpe Financial Solutions you won’t regret it, there’s no one else I would rather choose!!!!

So glad I made the decision to trust Volpe Financial with my financial planning! Brett has been amazing, patient and has taken the time to get to know me and my financial goals. With a minimal financial background myself, I appreciate that he doesn't just advise me on what to do, but explains the rationale. Feel comfortable and relieved to know my finances are in good hands! Would 1000% recommend!

Gavin helped me start my financial portfolio, making an easy seamless transition. Not only did he invest my money, he educated me on the plan he implemented to help me understand how my money would be invested. I appreciated the learning process and am confident in having my money with Volpe Financial Solutions.

I have nothing but positive things to say about Gavin and the team at Volpe Financial Solutions. Gavin came recommended from a close friend and I'm so happy I got in contact with him. He made getting life insurance fun and easy (crazy, i know). From his vast knowledge, to his ability to break things down into simple and understandable terms, and even the fun banter in between, Gavin made the entire process enjoyable. I am looking forward to working with Gavin and the team in the future and will recommend them any chance I get.

Brett is excellent! I'm always made to feel comfortable and I'm better able to trust his advice because I can tell that he really cares about his clients. He also knows all the details about my account almost by heart and is very quick to respond to all my enquiries. I'm well taken care of here.

I worked with Gavin to get a new life insurance plan.He was extremely helpful in walking me through the different options available to me as well as the pros and cons of each.Whenever I reach out to make any changes/updates to my policy, he is quick to respond and deals with the issue promptly.

Our brilliant broker, Tyler, provided us with professional, knowledgeable, and comprehensive service in the provision of suitable life and benefits insurance coverage! Tyler handled all our inquiries with enthusiasm and thoughtfulness! His exemplary service went above and beyond in facilitating the realization of our insurance requests!With Gratitude and sincerity,Christine

Dealing with Volpe Financial Solutions has been nothing short of fantastic. Approaching my retirement, Brett made significant and beneficial changes to our portfolio that allowed us to look forward to a more comfortable future, even in these uncertain times. Being very unfamiliar with financial strategies and markets, it was a pleasure to deal with someone who was quickly able to offer solutions, make recommendations, put a plan in place and make it happen. I only wish we had pursued Volpe Financial Solutions sooner.Kudos to Brett and the team.

My partner and I have been working with Brett for about 5 years now, and we can only say great things! He is extremely knowledgeable, always professional, and has always made us feel comfortable to ask all the questions we may have. He is easy to work with, listens attentively, and provides a truly personalized financial plan. We would highly recommend Brett and the Volpe Financial Solutions team!

Working with Brett has been a great experience. We have worked together and built out a custom portfolio that meets my family's needs and he is always super responsive whenever I have questions. He has always gone above and beyond, taking time to explain certain strategies and outlining benefits and risks to each method. I have full confidence that Brett is looking out for our best interests and look forward to working with him for many years to come. I would 100% recommend VFS.