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Finance Advising reviews in Spring

  • A
    Barry has been great.  Our 2010 tax returns was being audited and the correspondence from the IRS was too confusing to ensure that I was doing the right thing.  I turned it over to Barry and he sorted everything out for me.  He was a great find and I am sticking with him going forward.
    - Noble & Katunge A.
  • A
    The price Fidelity Investments charge for their service is reasonable. the agent from Fidelity Investments that helped me is really easy to reach to. The agent always calls me back the same day if I leave him a message and if I want some changes. He has a good attitude about answering my questions and also he explains things really well. He's easy to communicate with and he's just very helpful. They're very careful with your private information. I just feel like they're somebody I can trust that's very important with me.
    - Suzanne M.
  • A
    I took a class from him at a community college and was so impressed by the knowledge he had about retirement programs, retirement health issues, etc. He was so knowledgeable I decided to pay for his services and I've not been disappointed. His quality of service is excellent and he makes things clear so that all options are laid out in front of me so I can best plan for my future. He gave me a huge binder that was specific to me that has all my assests listed, personal, legal, and financial information all in one place. He truely has my interest at heart and doesn't try to make a quick buck at my expense. I highly recommend his service.
    - JOY P.
  • A
    It went awesome, we met him and he was not in a hurry took the time to really get to know us and help us. Great attitude and wonderful guy!
    - Lenore F.
  • A
    Clarification provided.  Completed in two days.  Simplest filing in over 20 years.  Thank you!
    - Mary C.
  • A
    They are very easy to work with and understand. Lantz is friendly and open and answers questions in a way we can understand. Lantz gives sound advice.
    - Diana C.
  • A
    WE HAVE USED AFS FOR ALL OF OUR RETIREMENT FUNDS & COLLEGE FUNDS. WE HAVE BEEN VERY HAPPY WITH THE SERVICE WE HAVE RECEIVED & FEEL CONFIDENT ABOUT THE FUTURE OF OUR INVESTMENTS.
    - MARK A.
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Financial Advisors in Spring

Companies below are listed in alphabetical order.

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