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Recent Finance Advising Reviews in Dennison

  • 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
    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
    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
    EDWARD JONES
    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 Dennison

Companies below are listed in alphabetical order.

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