I have been with Wealthify for just over two years now. Their customer service is A** and I have not hesitated to recommend them to friends and family wishing to invest. The pricing is clear and fair, and I have been happy with my investment. I am still fairly new to investing and, especially with the markets in such turmoil, Wealthify gives me the confidence that I am doing the best for my long-term financial health. Their newsletters keep me "in the loop" with current market conditions and how my investments will reflect this, and the customer service staff are always there if I have any other worries or questions.
Thank you, Wealthify!
Reviewed on: 1st April 2022