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Recent Finance Advising Reviews in Farmington

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    The Estate Planning Team Inc
    A comprehensive plan was provided that will fulfill my needs for several years. I live out of state and we met in person twice a year with phone meetings in-between. Although the initial contract was supposedly for one year, we actually met/communicated for nearly three years. Mark's advice and insight was particularly useful in making me plan a comprehensive annual budget as well as looking ahead 5-10 years. He provided a 20 year print-out of my anticipated expenses and income based on expected inflation and portfolio return. I first met with him about 1 year before I retired at 70 and that was helpful in my initial retirement planning efforts.
    - Frank J.
  • A
    Take Charge America
    Take Charge America are fantastic. Under their plan, we'll be out of debt in July this year. They're a non-profit organization. We got situated around, where I got all my credit cards in line. I had nine credit cards and was $54,000 in debt. We'll be out of debt soon. They're really a good organization and have tools to work with to help you get your debt under control. I can't say enough good things about them. I paid $54,000 in debt off in about four years. They help a lot of people. Their price was very reasonable.
    - Carol T.
  • A
    Templeton Financial Planning
    My family has worked with Templeton Financial Planning on two separate occasions in order to gain better insight into our financial state. In both instances, Mr. Templeton has provided a thorough and extensive review of our overall financial picture as well as provided very specific recommendations to improve our financial health in the future. Not only does Mr. Templeton provide invaluable financial advice, but he dispenses it in a clear and concise manner patiently explaining each recommendation and happily providing any necessary clarifications. The care that Mr. Templeton takes to explain each review ensures that you will leave his office with all of the information you need to move forward with your financial goals. I have happily recommended Templeton Financial Planning to several close friends and family members in the past, including my own parents, and will not hesitate to continue to use Mr. Templeton for my own family's planning needs.
    - Jeremy J.
  • A
    EDWARD JONES
    I trust his advice and have never felt pressured to buy any products that provide his compensation.  The investments that we have bought from him have done well in the market and for our retirement plan; win-win.  Since my wife handles the home finances, I'm particularly pleased with the relationship of trust and mutual respect that Matt has established with her.  I would recommend him to anyone.
    - Carey B.
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Financial Advisors in Farmington

Companies below are listed in alphabetical order.

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    E
  • EDWARD JONES

    3280 UNIVERSITY AVE
    Morgantown, West Virginia