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Recent Finance Advising Reviews in Maryville

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    rebel Financial
    Each encounter that we have with the Rebel Financial staff has been very professional and well done. We get all our questions and concerns answered. The full service that we get is extremely helpful in that your tax returns and estate planning all ties into your budget, savings, and investments. We never had a full service Advisor team before and wish we did. For over ten years I was the one doing all the financial investments and budgeting. We were so diversified among so many investment companies aka Vanguard, TD Ameritrade, Strong, T.Rowe Price, Strong Fund, etc that the paperwork was driving us nuts! We searched for a financial advisor who help us reduce the number of places we were invested with. Within 3 to 5 years we moved onto another Financial Advisor with another company. We were clients for about 10 to 12 years with our 2nd & 3rd Advisors before discovering Rebel Financial. The services from and integration of all our financial accounts with Rebel Financial has been tremendous in helping us keep track of all our investments, spending and savings. The monthly/quarterly paperwork is consolidated into a more manageable number of companies. New services are continually being researched by and offered by Rebel Financial to better meet the needs of their clients. By no means does this mean that I no longer manage our money. It must be a partnership with your Financial Advisor to successful. Today, I can say with confidence that Rebel Financial is the best financial partner we ever had.
    - Linda K.
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    Burnell Financial
    Dwayne is an excellent advisor on financial matters.  I am preparing to retire this year and he helped me place some non-performing retirement accounts into an annuity account where I can now rely on a guaranteed income stream.
    - Bill S.
  • A
    Our meeting with Carol went very well. Because of the current economic climate (awful), we're putting any major financial decisions on hold, but we have every intention of switching over from our current "do it yourself" plan to working with Carol as soon as the markets seem sane enough again for things to be stable enough to make the move. Particulars that we really liked: she shared her business philosophy right up front, and it resonated with us as honest and good common sense. I suppose some people like the flashy financial services professional, but we're looking for knowledge, professionalism and stability, and that's what we got from our meeting with Carol.
    - Robert B.
  • A
    J H & A Financial Planning Investments
    Jeff has been doing an excellent job with it. He keeps me well informed and up to date with how my finances are doing.
    - James S.
  • A
    Swofford Financial - Lifetime Wealth Solutions
    I think she is an excellent return on my investment to use her services.  She is not selling anything or promoting her company or a particular investment.  She is just working for you as an individual.  She is very good at listening to what you want instead of imposing her own goals.  She is very good at explaining things. 
    - Kathie M.
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Financial Advisors in Maryville

Companies below are listed in alphabetical order.

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