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Recent Finance Advising Reviews in Amsterdam

  • A
    rebel Financial
    I had been looking for a fee-based financial advisor for years when I met Phil Ratcliffe. He had a track record working with Ohio University faculty, and when he started his own business he was the only advisor I spoke to who was interested in helping me with what I had then. With other advisors, I heard "Give me a call when you have X amount of money to invest." Since then I have gained more wealth and have retired, and Phil and his staff have helped me every step of the way. I have gone from a person who was worried about retirement to a financially secure and happily retired person in a few years. I inherited some investments from a relative and a couple of days ago I had to call a representative of those investments to try to get them transferred to an account that Rebel had set me up with. One of Phil's staff, Acie Middleton, stayed on the phone with me the whole time and looked after my interests. At some point in the call, Acie got Phil on the phone, who asked some hard questions. By the end of the call, I knew exactly what to do, and the guy from the other company had increased his attentiveness to my needs. I'm also happy about the ways the business is always growing, expanding its services, so that I can get estate planning, tax accounting, budgeting, and investing in one stop. Rebel Financial is concerned with the whole context of financial security. On top of getting excellent advice whenever I need it, I want to express how much I trust this company. Phil and the staff are ethical, and it shows in the decisions they make and in the priorities they have. They have an ethics of service. And there's a dog in the office!
    - Mara H.
  • A
    rebel Financial
    Things are going very well and the philosophy of Phil's approach is unique and puts him on the same side as the investor.  He succeeds only by helping me succeed so the motivation is more in line with my goals unlike an advisor working on commission.
    - John D.
  • A
    rebel Financial
    The company is friendly.  The make me feel as if they really care about me and my financial future because they really do!  Everyone there is so nice and friendly!
    - gretchen t.
  • A
    Abel Financial Strategies
    AW has always been honest with us without being judgmental. We had taken out a loan to help consolidate some credit card bills and he questioned the APR; however, he agreed that this was a reasonable move, but that maybe he could've helped us get a better rate somewhere else had we consulted him first. (my bad) He explained some features and terms of our life insurance policies and our pensions that helped tremendously with understanding where we could make beneficial "tweaks" , where we might want to beef up our coverage given the changes in our work status and retirement requirements.. We discussed the performance records of our 401Ks and where and why he was looking at some eventual re-balancings. Took the time to explain what he looks for in stocks and funds in that process. Also asked if we had particular areas that we thought about investing in and why they might be good or bad. Examining our budget uncovered some ways to improve our cash flow, and postponed our purchase of a new vehicle for a few months until we could accumulate a larger down payment (we invested in car repairs, instead). We were very satisfied with the meeting and AW is always available for questions. Also he puts out periodic notices with tips and trends to watch as well as investment newsletters and individual progress reports so we are always in the loop.
    - Deborah D.
  • A
    Replace Your Mortgage with Michael Lush
    They helped me structure a plan using a HELOC loan that would consolidate all my debt while enabling me to still pay off my current household bills with my existing income. The cost of their service ranges from $2495 to $3900 depending on the level of support required. They provide lifetime support for each of their plans.
    - Francis C.
  • B
    Explains things to you and asks questions to understand what your goal is. He is very personable and nice to talk to.
    - Nita O.
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Financial Advisors in Amsterdam

Companies below are listed in alphabetical order.

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