Jericho Financial Planners

in Jericho, VT

25
Financial Planners are
in Jericho

5
Financial Planners in Jericho
are top rated

A
Rated by
FRANCES C.
"I had my retirement funds in various
,s and 401K 's with really no practical rationale except that they did good over time. I just turned 60 and knew that" I had to get it in focus to make sure my wife and I had enough to hopefully live on in our retirement years. I wasn't sure my portfolio was worth the time of a financial planner, but I saw that Mr.
advertised that he would work with anyone and he would charge by the hour or as a percentage of your portfolio. I called him, made an appointment and we talked for an hour. I found out that he wasn't into just getting my money somewhere, he was genuinely concerned about our COMPLETE financial situation so he could give us the best advice he could. I originally just meant to have him look over my various funds and advise where to put them (which he did very well) but he also spent some time going over rational planning for retirement and making sure that we had a decent emergency fund and how to get things paid off to make sure we owed very little when I would retire. He helped me realize that 80% in stocks was not a good idea at my age and he also explained the advantage of
index funds that were low cost and follow the
instead of flashy funds that do good for a while and then die (and I had two of them over 20 years and had already watched them go high and then drop.) This is the same philosophy that I've read about and that
Buffet advocates. He put me and my wife on an even
, showed us what we could expect in the future and what we need to do to make sure we would have some kind of retirement. It won't be great, but we should have enough to live close to what we have now. And he indicated that he really likes to start with people that are young and are just starting out so he can help them with family financial planning right from the start, even with very small amounts of money. But, the tradeoff is that he is completely independent and charges for his services up front. He is not free because he doesn't get any kickbacks or percentages form your investments. But, from what I can tell so far, he was a straight shooter that gave me both the bad news and good news up front. And when I am ready to fully retire in a few more years I will be calling him back for further advice to finalize my retirement options.
N
Rated by
John H.
"I was having trouble getting my finances in order and so I was referred to
by a friend of mine. He told me that
offered a free initial" consultation, and that if anyone could help me through this mess, it would be them. I hadn't filed taxes in some time, I kept receiving letters from the IRS, and others, and I was at the end of my rope. Rui
at
walked me through the entire process for getting this behind me. He looked over my entire financial picture and he provided me recommendations on many fronts, many of which I'm in the process of implementing. In addition to resolving my tax situation, I have also increased my cash flow by saving money on insurance. The next step is to start saving some of that new found cash flow for retirement. I have to admit, when finances get out of hand, it can be scary, but I'm glad that I was referred out to
. He put me at ease from the start, and was non judgmental. I recommend
.
A
Rated by
Bonnie S.
"Both
and her Senior Administrator,
, are extremely professional, knowledgable, and personable. we've been with
" for the past 5 years and couldn't be happier with the service. We trust both
and
completely.
stays on top of our finances with regular reviews and provides wise advice and guidance. She gets to know her clients, their needs and wishes, and advises accordingly. It's a wonderful feeling knowing she is looking out for us.

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Financial Advising reviews in Jericho

A

Rating
We were looking for someone for 10 years, and everyone I took my husband to, he would turn down. She is the only one he approved of. She is an expert in the industry. She is knowledgeable about all the products out there. She oversees all of our investments and understands the risk in certain issues and how we need to position ourselves so we can reach our goals. She is very conscientious.
- Chris K.
A

Rating
Excellent.
We have been working with
Jericho Financial Planners Provider Name Locked
D'
Jericho Financial Planners Provider Name Locked
for over 3 years and on various different tax related work.
He has been assisting us in all aspects of tax planning and is always available to answer questions during the process.
His professionalism, knowledge and attention to detail has been very beneficial in our planning and preparation.
Jericho Financial Planners Provider Name Locked
D'
Jericho Financial Planners Provider Name Locked
's level of client service and respect is unmatched in our experience. We look forward to continuing to the relationship.


- jill G.
N

Rating
When you look for help managing your estate, you want to feel safe in sharing financial information.
Jericho Financial Planners Provider Name Locked
and Kaeri of
Jericho Financial Planners Provider Name Locked
, are honest and have only your best interest at heart. They guide you step-by-step through the pitfalls of passing wealth to the next generation.
They communicate on a regular basis, informing you of income tax changes that may affect you, they advise you of more beneficial investment vehicles to save/grow your hard earned dollars, and ways of handling IRAs and 401K withdrawals.
They've saved us money in income tax fees and have given us a feeling of security which is priceless.
- Lauren B.
A

Rating
I've had other investment advisers before but her knowledge exceeded any of them that I had before. I have a little bit of knowledge of it myself but hers was very good. The price was great. I'm already scheduling another appointment with them.
- Ken H.
N

Rating
They walked me through the whole process. First meeting and gathering information Completing all documents, making corrections if needed Filing all documents Keeping me fully updated on dates or any changes The are the firm I would go to first as well as refer any family or friends to
Jericho Financial Planners Provider Name Locked
Firm's incredible team.
- Caesar E.
A

Rating
He has done our taxes and we are thinking of him doing our financial planning. He does a really good job. He listens to you and he is friendly. He is conscientious. If you do not get your taxes in by a certain day then it can be done by April 15th. It concided with people who send in docuemts in the last minutes. I like him and I can always rely on him to do what he says he is going to do.
- Sharon J.
N

Rating
They were very professional and helpful explaining every step of the way.I'm so happy with the whole
Jericho Financial Planners Provider Name Locked
team that they now do all of my bookkeeping for my company and handle my taxes. I highly recommend them.
- casey S.

All Financial Planners in Jericho, VT

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

Allegiant Group Inc

189 W Clarkston Rd Ste 1

Allsup Inc

300 Allsup Pl

AMG Legacy Planning

10100 W Sample Rd

Freyman CPA, P.C.

40 Exchange Place

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

Hope Credit Solutions

13151 Emily Rd

iBank

3090F Pullman St

INVESTMENT CENTER

VERMONT ROUTE 15
Jericho

IRS Tax Help Team

1201 S Beach Blvd

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

S P Johnson Group

2025 Delaware Ave

United Gold Direct

2945 Townsgate Road

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