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Recent Finance Advising Reviews in Oak Ridge

  • A
    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
    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.
  • 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.
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Financial Advisors in Oak Ridge

Companies below are listed in alphabetical order.

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