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  2. CA
  3. San Francisco
Babylon Wealth Management

Babylon Wealth Management

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100 Pine St #1250, San Francisco, CA 94111, USA Get Directions
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ABOUT   Services Excellence Summary

Babylon Wealth Management is a flat-fee financial advisory company that assists active families and professionals in the Bay Area and nationwide. Our unbiased and individualized financial advice helps you make sound financial choices and accomplish your financial objectives. We understand that excelling in your career, increasing family time, and reaching your financial objectives are all interconnected. WEALTH MANAGEMENT Our boutique financial planners also cater to San Francisco and the surrounding region.

 

SUMMARY   Reviews Summary

The reviews describe Stoyan as an excellent choice for wealth management and financial consultation. Several reviewers commend his attentiveness and tailored investment plans that they say to make achieving financial security feel achievable. Stoyan is known for his punctual and thorough work, especially during urgent situations, making him highly reliable and a client-focused adviser. Praise is also directed at his ability to simplify complex financial topics by using utilitarian methods and technology, creating informative monthly reports as well as financial projections to help clients understand the various aspects of their financial health. Still, not everyone is in total agreement with this assessment. According to the reviews, Stoyan is a great listener, establishing a collaborative partnership with his clients throughout the planning process. Many reviews suggest that Stoyan is an attentive, amiable financial adviser with a special talent for making finances comprehensible. The only concern that arises in the reviews is not having met him in person. However, Stoyan gets strong endorsements from his clients, who recommend him to others.

 

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John Doe left a 5 star review
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PROS
recommend (5)
comprehensive (2)
very responsive (2)
highly recommend ... (1)
feel safe (1)
strongly recomme ... (1)
highly recommend ... (1)
extremely helpfu ... (1)
very thorough an ... (1)
recommended (1)
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Babylon Wealth Management Reviews: 8. Average Rating: 5.0

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John Doe left a 5 star review
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