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Finance Advising reviews in Verona

  • A
    Fiscal Fitness LLC
    Before scheduling a get-acquinted meeting, I was requested to provide fairly detailed information about my financial goals and resources. Once those were provided it took a couple of weeks to get scheduled because Kathy went on a 2 week vacation. This is a one-woman show, so all contact was directly with Kathy, who was very good with timely responses. After this initial meeting, she drew up a contract and fee estimate. I then provided her with very detailed information about my current financial holdings. After about 6 weeks (this is what she said it would be) we met again for 2 hours to review her analysis and recommendations, which were laid out in a well organized binder.
    - MARY C.
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Financial Advisors in Verona

Companies below are listed in alphabetical order.

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