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Find Top-Rated Pewee Valley Financial Advisors

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Recent Finance Advising Reviews in Pewee Valley

  • A
    American Web Loan
    Been doing business with them for 2  years. They make it easy to get access to funds. They just require email. They're very responsive if you have any issues or problems.  They're flexible on payments. They're good with their customer service. The interest is based on the amount you borrow.  They always offer options on how to keep your payments down. I would highly recommend them.
    - Sean B.
  • A
    Archer Financial Planning LLC
    We chose Lisa because she is a Certified Financial Planner and fee-only, which ensures that she gives well-informed, disinterested financial advice.  Then when we met her, we knew by her demeanor that she was the right choice. Lisa was professional, approachable, and happy to explain everything to us.  We trust her advice, and she's gotten us on the road to greater financial stability and understanding.  
    - Sarah Y.
  • A
    ARGI Financial Group
    This was our first financial planning experience and we felt really good about it. They are very detailed and demonstrate concern for their clients. They are really helpful with planning our retirement plan.
    - Robert M.
  • A
    Financial Architects Inc
    We found them through our accountant and we have been with them for 14 years and our finances are fine. They do whatever we ask them too. They will come out to the house if we want them too, or we can meet them in their office. It depends on what we need. They don't do it by the month. We pay a yearly fee and then they get between one and one and half percent of the total value of our assets.
    - Kapauner L.
  • A
    ARGI Financial Group
    What stands out is the personalization of the financial situation. Looking at our need specifically and helping us to set goals to meet our short term and long term needs. We've been using them about 3 years.
    - Terri B.
  • A
    Wells Fargo Advisors
    They charge me a 1.5% fee like any financial planner and investment. Their professionalism stands out.
    - SHARON S.
  • A
    Witten Financial Services
    He charges $200 an hour, unless you are a Dave Ramsey type of referral, he has a different plan for the Dave Ramsey referrals. He put together a retirement financial plan for my wife and myself. Gave us a 100-page report of what we needed to do to have a comfortable retirement. He was able to advise us on taxes and insurance. He is a fantastic certified financial planner. It is a client-centered approach. He is there to defend his client, not necessarily the products. He does what is best for the client. The idea of having a financial planner is to help you. I was so impressed with him I wanted to share him with other Angie List folks. I highly recommend him.
    - Richard S.
  • A
    Wells Fargo Advisors
    I use them continuously. They get 1% of the funds. I;m still with them so its been very good. They do a good job. They're personable and they're taking interest. I think pricing is very comparable. I've been totally satisfied.
    - SHARON S.
  • A
    Archer Financial Planning LLC
    My husband and I wanted to make sure my parents have all their ducks in a row before they retire. We took them to see Lisa regarding their situation. She was very professional and upfront with cost and expected hours of service. During the second meeting, she provided my parents with a binder of all the information. She discussed options for them based on their needs and how they wanted to live. She was honest with her findings and presented the information in a professional way. I have recommended her services to others.
    - KELLY C.
  • A
    EDWARD JONES
    Very comprehensive. Asked many questions and tried to get to know my exact situation. I am extremely satisfied. I will refer others to Mr. Walters.
    - PHILIP D.
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Financial Advisors in Pewee Valley

Companies below are listed in alphabetical order.

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    I
  • iBank

    3090F Pullman St
    Costa Mesa, California
  • IDShield

    6230 Maravian Dr
    Louisville, Kentucky
  • IRS Tax Help Team

    1201 S Beach Blvd
    La Habra, California
    S
  • Scoreology

    116 N Wall Ave
    Farmington, New Mexico