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Finance Advising reviews in Dora

  • A
    CHERYL P BREWER CFP
    Feeling timid about investing our life savings, knowing there are people who have lost everything through improper investment, yet wanting our capital to continue to grow, we contacted Ameriprise Financial, specifically, Cheryl Brewer, CFP. The experience has been very rewarding and has proved to be the most sound financial decision we could have made. Cheryl is a very knowledgeable professional and has gained our complete trust. She is a pleasure to know and work with and we could not be more pleased with the results she has accomplished for us. I would recommend her to anyone that isn't sure of where to invest their capital, and could benefit from her vast knowledge and experience. Understand that this is an endorsement of Cheryl specifically as she is the only adviser we've worked with.
    - RAY M.
  • A
    BancorpSouth
    I had to pay a registration fee, and I am an ongoing customer of theirs, because I have to pay our mortgage through them. I would recommend them to anyone who is looking for this type of company. The mortgage officer was really helpful, she called me every day to let me know what was going on with my house and the home buying process. She never left me in the dark. I have a lot of friends who are in the process of buying their houses, and their mortgage lenders never call them to let them know anything about the process, the contract or anything. But she called me every day, making sure we had everything squared away, and keeping us up to date, which I really appreciated.
    - Jessica M.
  • A
    BancorpSouth
    very helpful, were timely and gave us all the options that we needed to consider. gave us very competitive rate.
    - Manish J.
  • A
    CHERYL P BREWER CFP
    Cheryl is a very comfortable person to work with. You really feel that she cares about you and your situation. She is very knowledgeable, explains everything in everyday language and is a real pleasure to work with. I feel that I instantly made a lifelong friend.
    - DAVID H.
  • A
    CHERYL P BREWER CFP
    Cheryl P. Brewer is the financial planner we have used for several years now and we could not be more pleased with her. She explains our options carefully and steers us in the right direction. The money she has invested for me has done well and I feel she has put us ahead of the game. Her commission is on a percentage basis.
    - RON J.
  • A
    CHERYL P BREWER CFP
    We retired comfortably. We meet with Cheryl periodically to review and critique, and to make any necessary adjustments to our plan.
    - Richard R.
  • A
    Northwestern Mutual Wealth Management Co
    I thought his price was reasonable. He is very professional and very involved. He is very persistent shepherding through the process and I need that because your life becomes your call schedule. He is really good at following me up and keeping me on track.
    - Eric C.
  • A
    CHERYL P BREWER CFP
    Overall, my husband and I had and continue to have a positive experience with Cheryl Brewer. We were given flexible options for resolving debt and securing future finances. After our first meeting, we felt like Cheryl had the knowledge, experience and expertise, required to greatly benefit our financial planning needs. As important as these criteria may be, we also felt it equally important that we were comfortable and could trust her good character. We have a one year contract for financial planning and have met several times - as needed- to update and organize our strategy. Cheryl was willing to accomodate to our busy schedules, which is always very appreciated. We can strongly recommend her services and intend to continue using her services, as she has helped us very much, and has also provided us with a personal sense of security and achievement. In addition, we simply like her.
    - David D.
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Financial Advisors in Dora

Companies below are listed in alphabetical order.

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