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Finance Advising reviews in Indian Trail

  • A
    Sarah N Reames CPA PLLC
    She helped us understand the tax ramifications and she designed a two-year plan for us, making the decisions very easy. It went great. My only concern was that she asked for our social security number over the phone before we met her, and I didn't see why she needed that information. When I expressed my concerns to Sarah, she was very understanding, and gave me a great sense of confidence.
    - Jennifer A.
  • A
    Sarah N Reames CPA PLLC
    I put off looking at the year end reports from my investments for about a month. One afternoon I was feeling cocky and brave and opened the reports. After looking at the amount of money I lost, I started hyperventilating and couldn't think of what to do. So I checked Angie's list and found Sarah's name. I called her late in the afternoon to make an appointment and spoke directly to her. She understood my panic and talked about several options that could be available to me. I didn't feel I needed a complete financial plan done so I wouldn't have to incur that charge. (She said that would be around $700) Since I'm near retirement, I just wanted to move my asssets into something that was safer and more secure than what I had. Sarah sent an information packet for me to complete before the appointment. At the appointment, I was able to explain to Sarah that I was a complete idiot about investing even though I was a pretty good saver. Sarah spent a great deal of time with me and really listened to what my financial goals were. There were no hard sell tactics used or any pressure to invest. I feel pretty good about the current investment strategy and will follow Sarah's advice about returning frequently to talk with her to review my investments. When I received a statement I didn't understand, I called her and she explained it so even I could understand it. I can't swear that her advice was good. It's too soon to tell. I just know it was a good experience and I sleep a little better at night.
    - LORRAINE H.
  • A
    Gateway Retirement
    John and his staff worked very hard to find me a new Medicare supplement plan and save me money.
    - Barbara G.
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Financial Advisors in Indian Trail

Companies below are listed in alphabetical order.

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