I've been going to AIO for several years. They're truly All In One financial planners. I like Bill's straightforward style, lack of financial bias, and socio-environmental conscience.
Hard to find a financial planner with specific expertise in the sustainability sector. Big thanks to AIO for all the help.
Financial Freedom Associates is a fee-only financial planning firm that focuses on all aspects of your financial well-being. Because they are strictly on retainer and don't sell any products, you can be certain they are giving advise that's actually in YOUR best interest- not in the best interest of their pocket book! Bill's knowledge as a CFP on Investments and market conditions was quite remarkable and his ability to break down the information so you can actually understand it- was great! Sylvia is also a CFP and her experience in the field along with her expertise in Estate Planning and Retirement matters really helped to address topics I hadn't even considered. And Shannon as an Enrolled Agent, was able to provide some really great tax advise. I liked the comfortable environment of the home-based office, and was very happy with my experience all the way around! I would recommend FFA Financial to anyone!
The CFP certified financial planners at FFA worked with us on investment advice, asset management, taxes, estate planning, retirement plan, and some debt reduction. They are very knowledgable and met our needs for socially responsible investing.
I have worked with the financial planners at FFA Financial this past year and found them to be knowledgeable and helpful. They have helped me manage my investments. Their work with socially conscious investments matches my values. I like working with a fee only financial planning firm to avoid any conflict of interest.