Expedition Financial Services

We showed up a little early and were met with very friendly staff while we were in the waiting area. Snack and drinks were provided for the meeting as well as great conversation. The staff really listened to what our goals were and what struggles we had. We were able to work through a program that showed us where we could save for the future and how much. Greatly appreciated the time and effort the staff devoted to us.
Oct 8th, 2021

Andy and his team at Prudential are wonderful! They have helped my family with our financial needs with exceptional detail and precision. They are trustworthy and very responsive. Would highly recommend them to anyone!!
Sep 14th, 2021

We would like to thank you and your group for providing us a broad financial plan based upon our needs. We highly value your approach of customizing the plans as per clients situations and not using the standard planning formula like many advisors You and your groups efforts are priceless in how you all positively impact and shape so many lives with your creative approach and vision of the future In current dynamic circumstances your vision for us makes us confident about our financial future. We wish you the best and look forward to our continued partnership on this journey together
Aug 18th, 2021

I have had the great pleasure of working with Andy and his team as an attorney referral source. The high quality of work I see done here is unrivaled. The individuals who work in this office obviously care about those they are helping. The team treats you like family as you walk in the door because to them, you are.
Aug 10th, 2021

My experience with Prudential and specifically advisor Andy Rao has been fantastic! Andy has a real gift for educating his clients, both those who have extensive financial planning experience and those who do not. He has a genuine love of what he does and he exhibits his interest in continually learning how to best service his clients in every interaction. I feel confident that a continued partnership with Andy and his team ensures the best financial planning possible.
Jul 30th, 2021