Seawise Financial, Inc.

We've been working with Tim and the Seawise team for two years, and it's been a great experience. They're trustworthy, accountable, and really take the time to help my wife and I understand the markets and our investment strategy. We feel more confident making choices that align with our goals and risk tolerance. They're always available for live conversations, which makes a huge difference. Highly recommend for anyone looking for a thoughtful, reliable financial advisor.

I am not one to normally write reviews. However, in this case I am highly motivated as our experience has been exceptional. Before deciding to work with Seawise Financial to handle our investments and retirement planning we interviewed a half a dozen Fiduciary firms. In most cases we had several meetings with the various firms but none felt like I have your back and you are important to me. After our first meeting with Tim we experienced a comfort level that we did not have with the other firms and it was v

Tim and his team at Seawise Financial are true professionals. If you are looking for financial planning look no further. Seawise will do comprehensive comb through of all your financial data and guide you on the best path forward. Absolutely money well spent and we now have peace of mind we are on the right track to retirement. Thanks guys!

Tim has provided timely, thoughtful and informed financial guidance to me and my family members for the last several years. He is quick to respond, leverages data to drive and explain recommendations, and maintains a realistic view relative to prioritizing and achieving financial goals. I am confident that my portfolio will continue to see impressive growth under Tim's guidance and would recommend him to anyone seeking an experienced, trustworthy financial advisor.

Tim Kinney/Seawise Financial, Inc. has handled my retirement financing since January 2020 with excellent results and service. I wanted someone who understood my personal goals and be able to structure my investments with the flexibility to access funds above my fixed monthly payments when needed. He has done this without sacrificing investments, often surprising me with the creativity in doing so. He has given me confidence in my financial security, allowing me to pursue my retirement goals without worrying

I can't say enough about the outstanding financial guidance I've received from Tim at Seawise Financial. Working with his expertise has transformed my financial situation for the better. From day one, Tim demonstrated a deep understanding of my financial goals and aspirations. He took the time to listen to my concerns and priorities, and then crafted a customized financial plan that exceeded my expectations. His ability to explain complex financial concepts in a clear and accessible manner made the entire

I'd recommend Seawise Financial to anyone who is looking for a reliable and trustworthy financial advisor. I have been working with Tim Kenney for several years, and I have been impressed with his knowledge, expertise, and dedication to his clients. He always takes the time to understand my financial goals and then develops a customized plan to help me achieve them. He is also very responsive to my questions and concerns, and he always makes himself available to me. - Jeff Toth

I have had the pleasure of working with Tim Kenney (Seawise Financial) as my financial advisor for a number of years, and I couldn't be happier with the experience. Tim has provided expert guidance, tailored strategies, and a genuine commitment to helping me achieve my financial goals. His professionalism and knowledge gave me confidence in my financial decisions. I highly recommend Tim Kenney and Seawise Financial to anyone seeking financial advice and planning.

Seawise Financial is excellent, affordable, reliable, and highly responsive. Their service is top-notch and affordability. Most importantly I trust their advice and appreciate their responsiveness ensures a seamless client experience. Highly recommended Tim and his team at Seawise.

I have been with Seawise Financial for a few years now and highly recommend them to anyone looking for financial advise and a competent portfolio manager. Tim always answers my questions and requests in a timely manner and setting up phone/zoom meetings are very easy and quick.

I can't say enough good things about Tim and Seawise Financial. Tim Is extremely knowledgeable, kind, helpful and trustworthy. Tim came highly recommended by multiple clients(who are friends of mine) and I'm happy to say, he IS the best!

Seawise Financial has been a very valuable asset to our financial future. The guidance, insight, and confidence to help navigate the market have been incredible. The service is personal, insightful, straightforward, and actionable. I always feel like I have the right partner in place after every call.

Tim is great to work with, low key but at the same time very professional and knowledgeable. His prior experience with some of the larger financial services companies shines through in his boutique wealth management business. I highly recommend Seawise for all your financial planning needs.

Tim is extremely responsive to any questions I may have around my future retirement planning or funds distribution. My portfolio has shown considerable returns since coming on board with Seawise and I feel more secure in my future projected growth. I would highly recommend them for any type of financial planning or advice you may need.

Tim and Roxeanne are a delight to work with. Always available for any question I have.

I have worked with Tim for multiple years and continue to engage with him on investment topics. He is focused on doing the right thing for clients and has more than enough experience.

I go back several years with Tim, and continue to refer clients to him. He's a financial planning whiz and one of the most trustworthy guys I know.

I go back several years with Tim, and continue to refer clients to him. He's one of the most trustworthy guys I know. Hands down... he knows finances.

Tim is very detail oriented and has taken a lot of time analyzing our financial situation. I am very pleased with the path he has set for us to live and retire well.

TK Pacific Wealth provides great care, insight and instruction on managing your financial well-being tailored specifically to your personal needs as well as your family's growth in the long term goals.

I've been very grateful for the Seawise Financial team! They always provide solid advice and financial management!

Tim is honest, straightforward and optimistic. I've had great results.

Tim is an ethical, honest and knowledgeable financial planner with decades of experience.

Tim is very good and an asset to his profession!

Seawise Financial & Tim Kenney are excellent