Find top-rated Service Providers

Find Top-Rated Rio Verde Financial Advisors

There are 13 top-rated financial advisors in your area and 233 to avoid.

After 20 years, it's now free to join.

  • More than 10 Million Verified Reviews
  • Nationwide Coverage
  • Trusted Ratings
Join Angie's List Now To see all 13 highly rated companies in Rio Verde

Explore Our Solution Center for Helpful Financial Advisor Articles

Go to the article: 

How To Rent an Apartment with Bad Credit

.
Go to the article: 

5 Steps to Improve Your Credit Score

.
Go to the article: 

Weigh Your Options for Financing Your Medical Care

.

Recent Finance Advising Reviews in Rio Verde

  • A
    Four Peaks Planning, Inc.
    Very well! Jamie is a meticulous and experienced document planner/generator and for someone totally green to the experience he guided me along very nicely. The final document package was classy and very well marked..."do this, then this...", great. He is also good with the followup/reminder emails. I would recommend him for someone who's floundering around and doesn't know where to start to get their estate docs, powers of attorney, living wills, etc, done.
    - JOHN T.
  • A
    Bruno Nascimento - Health & Life Insurance Broker
    Bruno is a trustworthy partner when looking for health insurance. He figures out what you need and suggests the best and most reasonably priced plan for you. He is diligent and patient when it comes to helping you understand the ins and outs of the different policies. And, he can help when it comes to finding a supplement to your medicare as well.
    - Susan S.
  • A
    Safe Harbor Retirement Group LLC
    It has gone well. We've been with Safe Harbor for several years and will continue with them. They offered us products that were both conservative and more aggressive and tailored it to our needs.
    - Lynn W.
  • A
    Vacation Ownership Consultants
    I owned a timeshare for nearly 20 years After years of reducing services and increasing annual fees I wanted out. Contacted a real estate attorney with no luck For years (10) I have looked only to find scams and schemes. Until this year, when I happened upon VOC. If you want out they get you out. Is there a fee? of course. But it's just a little more than your annual fees and they really do get you out. TRUST THEM. VOC is the real deal. It takes about 4 to 6 months.
    - Roget G.
  • F
    Tax Time Group
    The individual that owns this office, Omar Torres, recently sold me a 2008 Chrysler PT Cruiser out of his office. He sold me a lemon. This car has so many hidden issues it's insane. At current estimate, the cost to fix the car is over $3000. Think about that when you "trust" this dishonest, shady individual to do your taxes and handle your sensitive information. Omar Torres, the individual who sold me the vehicle called on 4/9/2020, the conversation ended with Omar claiming he was "calling his mechanic to see what they can do and calling me back". He never called. This individual is a dishonest, shady, scammer who knew there were issues with the vehicle and has made efforts to have reviews that reflect his true character removed.
    - Christine G.
  • A
    Asset Preservation Tax & Retirement Services
    The best experience I have ever had with a financial planning company. They never tried to "sell" me anything - not a specific investment nor their services. They gave me sound , thoughtful options that would fit my wife and my plans for the future. we both were very impressed with their honesty and integrity - from our initial meeting with Stewart to our subsequent meetings with Judd we have always felt they have our best interests in mind and believe our financial retirement plans are in excellent hands. We could not possibly give a higher recommendation than this company.
    - Guy E.
  • A
    Asset Preservation Tax & Retirement Services
    I arrived early for my appointment and was able to relax in a comfortable lounge. They had a nice selection of snacks and beverages and was an unexpected surprise. I really needed help with a complicated tax issue and I found the entire staff to be very friendly. I had some concerns and wanted to make sure I was not missing anything. I was able to meet Bob and sat down with Lisa who was a pleasure to work with. She didn't talk over my head and was great with helping me understand the items I can take advantage of on my tax return. She really did a great job, answered my questions and I never felt rushed. I have since been back for some help with my financial planning. I learned more about my investment options and things I can do to help grow my accounts. I've also found this to be a HUGE help and something I should have looked into a lot sooner!! It's not too often that you find such a great place that can really explain things in a simple way. I can recommend them and I'm sure you'll be as pleased as I am!!
    - Jamie A.
  • A
    Asset Preservation Tax & Retirement Services
    I have been totally satisfied with their attention to detail regarding my investments, taxes, and any number of questions I may have. They take the time to go through each and every issue and they'll advise me to adjust my portfolio when necessary. Believe me, I've made a fair amount of money having them watch over my accounts. Not only do I have my taxes done yearly but I've bought a number of new clients to them to have their taxes done but to also invest with them. I've found Asset Preservation to be a very professional company and to take very high care of their clients. I recommend them highly.
    - William D.
  • A
    Four Peaks Planning, Inc.
    We are very happy with Jamie's personalized service. He is friendly and patient. He is very knowledgeable and made the tedious process smooth and quick. He has checked back with us to see if we have questions and to make sure we are happy with our plan. We will use him in the future with any financial needs and highly recommend him.
    - Diane P.
  • A
    Asset Preservation Tax & Retirement Services
    We were greeted very warmly at the front door.  Escorted to a lovely room full of snacks and beverages.  Always a nice feature! Mr Stewart Willis came in, introduced himself and we followed him to a well appointed office.  Our meeting with him was more than we could have expected as he listened to our concerns, asked questions pertinent to our issue and gave us very helpful advice to make the right decision.   I was pleased that it was such a rewarding experience.  The friendliness of this staff made you feel right at home. We will definitely recommend him to people who need an expert, caring and understanding professional to assist with their financial needs. Will we be back...you bet!
    - Joyce F.
Join Angie's List to view provider's name.

Financial Advisors in Rio Verde

Companies below are listed in alphabetical order.

To view top rated service providers along with reviews & ratings, JOIN ANGIE'S LIST NOW!