Reviews for Aptus Financial
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Google: 5/5
My wife and I recently completed our financial planning consultation with Denise at Aptus. I am a physician and learned of their services through the White Coat Investor network and I could not be happier with our experience. The pricing was transparent and services provided were as advertised. Though we already had decent financial literacy, we chose to do a complete financial planning session with Aptus (as opposed to their hourly rates). One of my reasons for choosing Aptus was their focus on helping investors become DIY. Denise walked us through cash flow and budgeting and then went deeper into investment philosophy and tax efficiency. We came out with a comprehensive...read full review