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Finance Advising reviews in Greenwood

  • A
    EDWARD JONES
    Jake is knowledgeable on all things that relate to investments and preparing for your retirement. Not only is he a good businessman who cares about his clients, but a Christian too. He goes beyond just consulting us on our investments with his firm and also gives us great suggestions for our work 401K's. I wouldn't go anywhere else to invest for the future. He is hands on and a great guy to deal with.
    - John S.
  • A
    SHERPA FINANCIAL GROUP
    Fito has been my financial planner for years. He came highly recommended. He is the kind of person that I would recommend to my parents for financial planning if they lived here. He is extremely trustworthy and does what he says. His personality is so sincere and warm. He works with mainly larger portfolios because he is very hands on and customer service focused. You are not just an account number for him. I would suggest anyone looking at him first.
    - PATTY H.
  • D
    MERRILL LYNCH
    AFTER YEARS OF MERRILL LYNCH ERRORS ON IRS DOCUMENTS RESULTING IN MY BEING CHALLENGED AND HAVING TO DEFEND MYSELF AGAINST DEMANDS FOR ADDITIONAL TAXES AND PENALTIES, WE FINALLY GOT MATTERS CORRECT FOR THE 2003 TAX YEAR. I DECIDED TO LEAVE MERRILL LYNCH WHILE I HAD ANY SANITY AND MONEY LEFT AND THEY WENT BACK TO ERRONEOUS REPORTING FOR 2004. THE FINANCIAL ADVISOR ADMITTED THE ERROR TO BE HIS, BUT REFUSED TO ISSUE CORRECTED PAPERS TO THE IRS - - SUGGESTED THAT I CARE FOR IT ON MY OWN, AS USUAL. TOO MUCH MONEY FOR A MONTHLY PHONE CALL, BAD ADVICE AND FLAWED ADMINISTRATIVE ACTIVITIES.
    - MIKE G.
  • A
    BECK FINANCIAL STRATEGIES INC
    unknown
    - Frank C.
  • F
    Thrivent Financial ��� Kelly Robinson
    they have not returned a phone call
    - Cody F.
  • A
    Charles Thompson CPA LLC
    Awesome! Very professional and quick.
    - shelley l.
  • A
    EDWARD JONES INVESTMENTS
    It went well.
    - TERRY & DEBBIE M.
  • A
    ROBERT W BAIRD & CO INC
    We have been and continue to feel personally rewarded in our relationship with this firm.
    - LINDA L.
  • A
    EDWARD JONES INVESTMENTS
    JOSH IS TRUSTWORTHY AND UNDERSTANDS OUR FINANCIAL NEEDS.
    - TERRY & DEBBIE M.
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Financial Advisors in Greenwood

Companies below are listed in alphabetical order.

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