Reviews
Customer Review Ratings
Average of 12 Customer Reviews
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Review fromBill L
Date: 02/19/2025
5 starsI’m very happy with my decision to have them manage my retirement. I’ve been working with Zack for almost 3 years, and he has done an incredible job. I worked with 4 other advisors over the last decade, and Zack is clearly a cut above the rest. He does what he says, always responds, and has achieved fantastic results. I just referred a friend because we were comparing the results I’ve received over the last few years versus what he received and the difference was staggering. He immediately asked for Zack’s number. I highly recommend working with him for your retirement and investment needs!Review fromAdriana S
Date: 09/18/2024
5 starsI would give them 6 stars if I could. A night and day difference from the previous, very large company I moved my money from. Very smart, very responsive, and very insightful. I'm extremely please with both the results and the experience I have received from them!Review fromJackson P
Date: 07/16/2024
5 starsJackson P
Date: 07/16/2024
I highly recommend Zack Seidman and Phase Line Financial. I have been with them about 2 years, and came from Edward Jones. With Edward Jones, I always had the feeling like I was getting the same plan everyone else was getting, and felt lost in the crowd. I wish I had moved my accounts to Phase Line Financial sooner. Zack put together an incredible plan for me that was extremely thorough. He looked at taxes, my estate planning, everything, and made it all work together. I have done much better in my accounts than the others I know that are still with Edward Jones or the like. The service is great, they are pleasant to deal with, it really is the whole package!
Phase Line Financial
Date: 07/17/2024
Thank you for the kind words!Review fromSimone G
Date: 02/19/2024
5 starsSimone G
Date: 02/19/2024
Amazing financial advisor! Really takes the time to make sure I understand everything in my plan, and I am very happy with them. Great service, I am extremely satisfied with my entire experience with Phase Line Financial!Phase Line Financial
Date: 02/20/2024
Thank you for the kind words S*****!Review fromJeremy J
Date: 02/13/2024
5 starsJeremy J
Date: 02/13/2024
I was extremely hesitant to meet with an advisor that I saw online, but I figured I would at least check it out. After multiple conversations and doing my research, Zack was clearly the one that was most knowledgeable, transparent, and easy to talk to. The level of service that I have received after moving my accounts to Phase Line Financial is second to none. Very attentive, always ensuring that I understand everything that is going on and that I’m comfortable. It feels great to know that I’m working with someone that really knows what they are doing. Very happy with them!Phase Line Financial
Date: 02/14/2024
Thank you so much J*****!Phase Line Financial
Date: 02/14/2024
Thank you so much J*****!Review fromPenelope R
Date: 02/12/2024
5 starsPhase Line Financial has been incredible to work with. Going into retirement, I knew it was time to work with a professional, and Z***’s level of expertise and strategies have truly blown me away. I have received incredible service, and they have really been a pleasure to work with! I love the Zoom meetings, everything is so convenient, and I would recommend them to anyone looking for advice and management of their retirement!Review fromDavid J
Date: 02/10/2024
5 starsDavid J
Date: 02/10/2024
Great advisor! I would highly recommend. Z*** really knows is stuff, and is easy to work with!Phase Line Financial
Date: 02/11/2024
Thank you for the kind words! It’s great working with you D****!Review fromDenise B
Date: 02/09/2024
5 starsDenise B
Date: 02/09/2024
Recently moved our retirement accounts over to Phase Line Financial. Very happy with our decision, excellent experience!Phase Line Financial
Date: 02/10/2024
Thank you so much D*****!Review fromTim A
Date: 02/08/2024
5 starsTim A
Date: 02/08/2024
I never thought I'd have a financial advisor that was 3,000 miles away, but I think I found the best one! I talked to several advisors, including one down the street from me, before settling on Z***. Frankly he seemed like he was in a different league than others I spoke with. He provides great insight and really took the time to put together a plan specific to me and my situation. I was worried that moving my accounts over would be a pain, but it was really simple and pain free. Very pleased with experience that I've had with Phase Line Financial.Phase Line Financial
Date: 02/09/2024
Thank you for the kind words T**, you have always been a pleasure to work with!Review fromJim B
Date: 02/08/2024
5 starsJim B
Date: 02/08/2024
I spoke with Z**k after getting frustrated with the service I was receiving from my previous advisor. I felt like had been getting very generic advice, and felt more like a number than a valued client. To say my experience with Phase Line Financial has been completely different is an understatement. Not only is Z*** incredible to work with, but his strategies and approach are vastly superior to what I've run into in the past. As a person he is kind, responsive, candid and direct when need be, which are the exact qualities I was looking for in an advisor. I now feel extremely well taken care of, I'm confident in my plan and I'm going into retirement feel much more at ease than I ever thought I would.Phase Line Financial
Date: 02/09/2024
Thank you for the kind words J**! It's been a pleasure working with you!
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