At Setton Group we are committed to providing expert financial guidance that prioritizes transparency, trust, and personalized service. Our team is composed of highly experienced professionals with industry-recognized credentials, ensuring that you receive the highest standard of financial advice. We always act in your best interest, offering unbiased advice tailored to your needs. Whether you're an individual, family, or business, we take pride in developing financial solutions that empower you to achieve long-term success.
Our core values guide everything we do: putting people first, delivering meaningful impact, and fostering freedom—freedom of time, choice, and opportunity. We champion resilience over comfort, embrace continuous growth, and recognize that true wealth includes well-being. Above all, we approach life with purpose, humor, and an unwavering commitment to making a difference.
Register for our upcoming events! Every event we host & sponsor is completely free because we’re committed to providing value first. We believe that nothing should stand in the way of financial and entrepreneurial success.
(Overall Rating based on 38 Reviews)
I cannot say enough wonderful things about Alison. Her professional expertise and guidance have been invaluable in helping me navigate my financial decisions with confidence. She possesses a deep knowledge of financial planning and investment strategies, which she tailors to meet my personal goals and needs. Alison is constantly evolving to incorporate new tools and strategies to maximize my financial potential. Beyond her professional excellence, what sets her apart is her warmth and genuine care. I am incredibly fortunate to work with her and wholeheartedly recommend her services to anyone seeking a trustworthy and compassionate financial advisor.
Several years ago, I was referred to Alison by a friend. I was told that Alison had done good things for my friend, and perhaps I should give her a call. I’m glad I did. And now over the past few years, I have found Alison to be accessible, friendly, and professional. I truly feel she has given me good advice, and guided me towards investments that have made a positive improvement to my financial well-being.
Alison Setton is a trustworthy, competent, wise, dependable, and knowledgeable financial advisor. She listens deeply and cares about me and my goals and aspirations. Sometimes dreaming about financial abundance feels distant and unattainable - with Alisons capable guidance, I put together a plan that I am confident sets me up for success and financial sustainability long-term. I am very grateful for her support, encouragement, and kindness.