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Finance Advising reviews in Gettysburg

  • A
    Financial Consulate
    It could not have been better. Ryan and Roger were professional, thorough and yet very personable throughout the process. They seemed to be genuinely interested in us and they went out of their way to be sure they knew as much as possible about our situation, our values, and our aspirations. 
    The service is described as" a complete overview of your personal finances. It begins with an examination of your personal and financial goals and objectives; then, through that lens, a comprehensive analysis of your financial realm is completed, to include the following: net worth, estate planning, tax planning, company benefits, insurance, education planning, investment and retirement planning. Upon completion, you are provided with a framework for examining your financial decisions, a tailored list of recommendations, projections of financial independence or retirement scenarios, and an action plan to aid you in the implementation of the recommendations." We received even more than we expected.
    The service has already paid for itself in several ways, as we implement their detailed recommendations about insurance, banking, taxes, retirement plans and more. 
    We plan to go back to them periodically as needed.
    We highly recommend the Financial Consulate to others.
    - Rod M.
  • A
    Financial Consulate
    Excellent service
    - Michael S.
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Financial Advisors in Gettysburg

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