Your Home is Our Priority
Our Vision
At Exeter Financial, we believe wealth is about more than just numbers. It's about empowering your future, your aspirations, and your passions. We help individuals and families achieve financial clarity, security, and peace of mind.
Who We Are
Exeter Financial is a wealth management firm comprised of seasoned professionals with deep expertise in investing, estate and tax planning. We work collaboratively with high net worth clients to create personalized financial plans that align with their unique goals and aspirations.
Our Services
We offer a comprehensive suite of world-class financial services, including:
Wealth Management
- Personalized investment management
- Tax optimization strategies
- Alternative investments
- Single stock risk management
Estate & Trust Planning
- Comprehensive estate planning documentation
- Trust establishment and management
- Power of attorney and guardianship arrangements
Philanthropic Planning
- Strategic philanthropy guidance
- Donor-advised funds
- Charitable foundation establishment
Insurance Services
- Risk assessment and mitigation strategies
- Personal insurance planning
- Business continuity planning
What Sets Us Apart
Our commitment to our clients sets us apart. We are known for:
- Expertise: Years of experience in wealth management, estate planning, and investing.
- Integrity: Upholding the highest ethical standards and transparency.
- Compassion: We understand the emotional aspects of wealth and provide personalized guidance.
- Client-centered approach: We prioritize understanding your unique goals and circumstances.
Meet Our Team
Our team of experienced professionals is dedicated to providing exceptional client service and achieving your financial goals.
Join Us
If you are seeking a wealth management partner who understands your individual needs and is committed to delivering personalized solutions, contact Exeter Financial today!
Customer Service Experience
The reviewers had mixed experiences with Exeter's customer service. Some reviewers appreciated the help and understanding they received from specific agents, such as Perinay and Katiya, who were able to assist them with their issues. However, others had negative experiences, including being hung up on, being treated rudely, and receiving unhelpful responses to their queries.
Company Reputation
Reviews were highly polarized, with some reviewers expressing extreme dissatisfaction with the company, calling it "horrible" and "predatory, " while others defended the company, stating that it was not responsible for high-interest car loans. Some reviewers had issues with the company's online banking system and payments processing.
Account Management
Some reviewers experienced issues with their accounts, including unauthorized charges, lost documents, and disputes over payment amounts. They expressed frustration with the company's inability to resolve these issues efficiently and courteously.
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