Sample Reviews

A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Boiling Springs Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Boiling Springs Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Boiling Springs Financial Planners Provider Name Locked
. (
Boiling Springs Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Boiling Springs Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Boiling Springs Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Boiling Springs Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.
A

Rating
GREAT!
Boiling Springs Financial Planners Provider Name Locked
,
Boiling Springs Financial Planners Provider Name Locked
provided me with as much information as possible. I was exceeding happy with the visit to his office. He is a very compassionate human being. We went through all documents and I felt comfortable with his suggestions about how to proceed on my financial plan. I am highly impressed with this man and his skills.
- MELBA W.
A

Rating
It went amazing. They were professional, helpful, and truly cared about my claim being paid. I would strong recommend
Boiling Springs Financial Planners Provider Name Locked
to anyone who is looking for a top quality insurance broker.
- brian D.
A

Rating
Last fall (Sept. 2013) I was frantically trying to prepare an overdue report to the Court for my son's Guardianshp status. It was very complicated, and I was buried in data that I couldn't balance. Our lawyer suggested I buy
Boiling Springs Financial Planners Provider Name Locked
. I soon discovered it was way too difficult for me. Then I bought Quicken. It was more accessible but still hard to set up. I have multiple accounts for my son, and every time I transferred money from one account to the other, it showed up in Quicken as income rather than as a transfer. I found
Boiling Springs Financial Planners Provider Name Locked
(aka Dr.
Boiling Springs Financial Planners Provider Name Locked
) on the Internet, and in a moment of desperation, having not found anyone among friends or family who could help me, I decided to give him a try. He came to our house on a Sunday afternoon and rescued me! He stayed for about 5 hours, taught me how to use Quicken, helped me organize 18 months of financial records, and printed out the reports I needed. I was absolutely thrilled. I joked with him that I felt like Princess
Boiling Springs Financial Planners Provider Name Locked
saying, "Help me
Boiling Springs Financial Planners Provider Name Locked
Kenobi. You're my only hope!" I can't actually remember how much he charged me, but it was reasonable given the number of hours he spent. I believe he charged approximately $120.00 per hour, but he was very generous with his time.

I went for several months without using Quicken, and of course by that time had forgotten much of what he taught me. I am not very technologically savvy, and although using the accounts he had set up was easy, by March 2014, I had deleted files and could not retrieve them. I had changed bank accounts, forgotten my password and couldn't find the paper I had written it on. In other words, I had totally messed up the systems he had set up. Once again I called him, and he came out promptly. He helped me re-organize the Quicken accounts, and in addition, set up accounts for my personal taxes. He actually enjoys taking on these challenges!
Boiling Springs Financial Planners Provider Name Locked
is very good at what he does. He was very patient with all my questions. I recommend writing out a list of questions for him before he comes. I am once again working on the yearly account to the court, but this time it is much easier, and I am being much more successful at using the systems that are in place. I highly recommend
Boiling Springs Financial Planners Provider Name Locked
, and will use him again in the future if I need to.

- Dianne H.
A

Rating
Boiling Springs Financial Planners Provider Name Locked
8th 2014







Bottom-line,
Boiling Springs Financial Planners Provider Name Locked
and
Boiling Springs Financial Planners Provider Name Locked
made the process of restating our trust documents
Boiling Springs Financial Planners Provider Name Locked
and very affordable.



We originally had our trust drawn up by a prestigious law firm downtown that provided documents for a substantial sum in a nice padded binder with an audio presentation. Twelve years later I couldn’t begin to explain to you what we had signed even after receiving a two hour in person presentation with one of the principals.
Boiling Springs Financial Planners Provider Name Locked
made the trust mechanism easily understandable and provided the same documents for a fraction of the original cost.



Advanced
Boiling Springs Financial Planners Provider Name Locked
isn’t something we wake up wanting to do but my wife and I feel it is an important step in securing our future security. Working with
Boiling Springs Financial Planners Provider Name Locked
was a pleasure and one we recommend to anyone with a need for estate
Boiling Springs Financial Planners Provider Name Locked
services and the documents it requires.
- MARYANNA W.
A

Rating
Mr.
Boiling Springs Financial Planners Provider Name Locked
provided us with excellent professional service. He took the time to explore our claim, find the relevant paperwork, and explain the details of the situation. He went out of his way to insure that we understood what was required to solve the problem of the contested charges from the medical laboratory. He was dedicated to idea of solving this financial problem fairly for all parties. What a gentleman! The world needs more businessmen with his ethics and his class. May he live long and
Boiling Springs Financial Planners Provider Name Locked
.
- Linda V.
A

Rating
Doc
Boiling Springs Financial Planners Provider Name Locked
was delayed one week due car problems.
The next week he arrived when he said he would diagnosed and repaired the mower in about an hour.
He showed me exactly what was wrong and explained everything he had to do to get the mower working.

- Martin S.
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All Financial Planners in Boiling Springs, SC

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr
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Allegiant Group Inc

189 W Clarkston Rd Ste 1
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Direct business-to-consumer agency that provides insurance information to individuals,...

Allsup Inc

300 Allsup Pl
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AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
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AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL
Financial and estate planning

Beacon Financial Solutions

106 Connecticut Ave
Greer, SC
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Better Way Credit Card Processing Inc

Clarence Center, NY
Merchants that take credit cards are being charged compliance fees. there are 2 kinds....

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO
Boost credit 101 will help you improve your credit score by up to 150 points in as little as 2...

Brad Hughes Allstate Insurance Agency

528 Howell Rd Ste 12
Greenville, SC
The brad hughes agency has provided comprehensive insurance services for individuals in...

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD
National provider of debt management and credit services. see website for additional...

Carrick Consulting, LLC

2434 Hudson Road
Greer, SC
We offer monthly bill payments, mail management, insurance and medical negotiations as well as...

Common Wealth Investment LLC

PO Box 16010
Louisville, KY
Since 1970, frank d. hollan & associates has been assisting clients with diversified business...

Dunlap Wealth Management Group

14074 Trade Center Dr
Fishers, IN

EDWARD JONES

110 RAINBOW LAKE RD
Boiling Springs, SC

GMB Financial, LLC

721 Lowndes Hill Road
Greenville, SC
Gmb financial, llc is the financial planning practice of g. marvin bales, cpa, cfp. most of...

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE
Or mission is to get the most competitive rates available with all the major carriers...

iBank

3090F Pullman St
Costa Mesa, CA
Ibank.com is a matching platform for small business services. these include matching people in...

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA
We are a tax resolution firm. all services are performed in house. staff includes cpa,...

Jones&Co Wealth Management

330 E. Coffee Street
Greenville, SC
Jones&co wealth management is registered as an investment adviser with the state of south...

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV
We are a small did mid-size firm we have 7 dedicated employees. we accept all forms of payment...

Lowell, Blake & Associates

141 Tremont Street
Boston, MA
Lowell, blake is an investment advisory firm helping individuals, families and non-profit...

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM
Flexible appointment hours.

NEW YORK LIFE INSURANCE CO

935 S MAIN ST
Greenville, SC
As a licensed agent of new york life insurance company i offer a variety of products that can...

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA
We pride ourselves in aggressive credit repair. we don't want to drag out the process. we...

PENSION PARTNERS

PO Box 162019
Boiling Springs, SC

Provest Wealth Advisors

PO Box 5724
Spartanburg, SC
Additional addresses - 1200 woodruff rd, unit a-3, greenville, sc 29607 & 200 east first ave,...

Rudy Ables State Farm Insurance

1154 Haywood Rd
Greenville, SC
Rudy ables is your local state farm insurance agent providing greenville, sc residents like...

S P Johnson Group

293 Mulberry St
Buffalo, NY
Sp johnson group operates as an independent insurance producer with licenses in several states...

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL
Https://myadvisorvideos.com/southern-trust/

The Main Street Group

4510 Cox Road
Glen Allen, VA
The main street group is a financial firm offering estate planning, investment advisory, and...

United Gold Direct

2945 Townsgate Road
Westlake Village, CA
Gold-backed, ira retirement investments from united gold direct. as a national leader in...

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