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Recent Finance Advising Reviews in Hubbard

  • A
    The Estate Planning Team Inc
    We have been very happy with the plan itself and also with the follow up.  The Estate Planning Team has paid attention to our needs and to our plan as well as providing educational sessions several times a year.
    - Elizabeth M.
  • A
    Debt Relief NW Inc
    Karen was very nice and helpful. She helped relieve some of the stress. We are just getting started .
    - Pam D.
  • A
    WENTZ FINANCIAL GROUP
    Very well Well educated staff Answered all questions and offered advise to meet out families needs Returned all phone call in a very timely fashion Scheduled appointments that met our schedule
    - Jeanne V.
  • A
    Raymond James Financial Services
    After a few emails back and forth I sent him a pretty thorough run-down of my financial situation and goals Marc contacted me and informed me that, given my particular situation, he could not justify the costs that would be involved. His response was extremely polite, and he went so far as to provide some basic advice to help me reach my financial goals given the information that I had provided and invited me to ask any other questions I may have. In my experience it is very rare to find a business person, especially in the financial services field, who has the integrity to turn down your business when they know it is not the right thing for you. Despite the fact that I haven't had the chance to work with Mr. Presley yet, he has certainly gained a loyal future customer.
    - Michael R.
  • A
    AMERICAN EXPRESS
    CHRISTINE THOMAS IS A CERTIFIED FINANCIAL PLANNER AND SHE WAS TERRIFIC. I GOT A RESPONSE TO MY EMAIL WITHIN 24 HOURS ON A WEEKEND AND WE MET THE FOLLOWING WEEK ON A SATURDAY. IT WAS VERY LOW PRESSURE AND I WAS AMAZED AT WHAT SUCH A PLAN COULD DO FOR ME. IT WILL COST ME $750 FOR A COMPLETE PLAN (MINUS A $350 COUPON THAT I CAN USE FROM MY AMERICAN EXPRESS REWARDS POINTS.) CHRIS AND I HAVE EXCHANGED EMAILS A FEW TIMES IN THE FEW DAYS AND SHE IS EXTREMELY HELPFUL. I AM 100% PLEASED!
    - JANIS M.
  • A
    CREDIT LAW SERVICES
    Put in trade lines increase fico score in twenty one days. I would highly recommend Mr Hileman's services to any and everyone looking to establish a boost in fico score, as well as good seasoned trade lines. With over 15 to choose from - you cannot go wrong!
    - L M.
  • F
    FIDELITY INVESTMENTS
    It seems that every time I call them I talk to a different person and get a different answer, I can never speak to someone in charge. They send me letter with information that is not up to date and I have been very upset with them but I have no choice but to use them because they have my money.
    - BERNADETTE C.
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Financial Advisors in Hubbard

Companies below are listed in alphabetical order.

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