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Find Top-Rated Lakewood Ranch Financial Advisors

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Finance Advising reviews in Lakewood Ranch

  • A
    We have used Financial Freedom,  LLC since 2010 and have been very satisfied with their service.  They are a small team of Certified Financial Planners who are fee-only and use a flat retainer arrangement with their clients rather than a percentage of assets under management or any compensation or commission from other sources.   When we investigated financial planners, we required Certified Financial Planners who are bound by a code of ethics that includes a fiduciary duty.  Allen A. Osgood, the Chairman and Founder is highly rated by the Paladin Registry, an independent financial planner rating service.
    They provide a highly personalized service and are very interested in our life goals, dreams and visions, not just our risk tolerance.  They provide regular written performance updates and projections as well as semi-annual one-on-one meetings to discuss their current outlook on the economy and the markets.  They are always available at other times to discuss any of our ideas or concerns.
    We highly recommend Financial Freedom, LLC.


    - Jerry M.
  • A
    They are always friendly and accommodate your request.
    - BOB H.
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Financial Advisors in Lakewood Ranch

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