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Recent Finance Advising Reviews in Franklin

  • A
    Scoreology
    Last year my credit score took a huge hit. Scoreology helped me get back on track without filing bankruptcy! Today my credit is solid and yesterday I closed on a house! I can’t thank them enough, I will forever be in their debt...literally!
    - April H.
  • A
    AMERIPRISE FINANCIAL
    I became acquainted with Mark in 2000 and have used him as my financial planner, both personally and for business since. Financial planning is all encompassing, and while he has helped us grow out net worth since that time, it is so much more than just the ''money'' side. Financial planning is not just for the rich. It is setting a plan to utilize what you have, better! Many financial professionals can make money fast (high returns), but with added expenses, the bottom line may not be better in the long run. It is not always easy finding someone you can trust who can help you improve your financial position over the long haul. Mark has been found to be good with financial matters, helping us achieve what we want out of life, as well as a trustworthy friend and confidant.
    - SHANNON H.
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    Quest Financial Group LLC
    I have been using her for 3 years.  She is very informative and keeps us posted on what is happening.  She actually listens and is not someone who will try and sell you something for the sake of a commission.  When I retired, I told her that I wanted to be in something safe because when you retire you don't want to see your savings go down.  She did that and she is just really responsive to your needs.  She organized informative gatherings for her clients about long term healthcare and those types of things.  It's not something she is trying to sell, it's just that she's trying to inform us.  The cost varies.
    - Kris D.
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    EDWARD JONES
    . He is great. He was really very helpful. It was kind of an emergency. I was closing on a mortgage. It needed to be done in 2 days. So I got hold of him. He came over to my house and we talked about what I was trying to do and everything. We had some paper work done and then 2 days later everything was taken care of. I keep using his services.
    - James M.
  • A
    Lighthouse Tax Advisory Center
    Peter is a very competent and honest advisor. The experience was very good and he makes sure that you completely understand what you are buying. He is the most above board financial advisor that I have found.
    - Len H.
  • A
    EDWARD JONES
    I have worked with him for many years. His performance with my portfolio has far exceeded my expectations. Mark is an incredible financial planner. He is personable and is interested in taking care of the client's needs. I highly recommend him.
    - JENNIFER R.
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Financial Advisors in Franklin

Companies below are listed in alphabetical order.

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