Financial Planners near Belmont

“Marty and I have built up a strong relationship over the many years that he's been my financial advisor. As someone who fully understands my circumstances and needs, he is entirely trustworthy, highly competent, and a pleasure to work with.“

“We have consulted with Kevin Sid many times over the years and he has always given us sound wisdom. We just finished another session with him and the information that he gave is invaluable. I invested through him for my SEP and it always did very well. He is a very knowlegable financial advisor.Steve and Patti“

“Meredith has worked with us for 6 years. We appreciate that she is respectful of our goals and investment philosophy. She is communicative and always clarifies what she understands to be our questions. She is always patient with our questions. Her aide, Kim, is a great help as well. We are very happy working with the Schneider Wealth Management team.“

“Seth is a client advocate beyond expectations. He helps you create a financial plan based on your goals. As a Registered Investment Advisor, he is not paid commissions by third parties. Seth created a custom plan based on my individual needs. I have learned more with Seth and had more success with him than I have experienced with previous brokers. Highly recommend.“

“As a software engineer, I highly recommend the Brickly Wealth Management team for their tax and investment services tailored for tech professionals.In particular, Nathan Brickley helped me assess my current tax situation and gave solid strategic advice for the long-term. Above all, he was knowledgeable, professional, and a great problem-solver.P.S. the other google review from Jackie Brickley is fake or misplaced and I flagged it for removal, but in case it's not removed, at least you have this review to help give you context.“

“I saw Peter Evans for estate planning advise. I give him the highest marks for listening & advising me based on my needs and desires, rather than a cookie cutter approach. He offered advise over a wide range of concerns. There wasn't even a hint of sales pressure. He is truly helpful.“

“We have been with Clear Retirement Advice for over 1 1/2 years, it was a tough decision o hire a financial planner, but I must say it truly has been once of the very best decisions my husband and I have made. I interviewed several advisors before choosing Jim and his staff. I felt Jim was genuine during our meeting. He made me feel very comfortable talking about what we wanted our retirement to look like and where he could help us to make it a reality. Jim always includes us in decisions and helps me remain calm and on track even when the market is turbulent. On our last meeting I told Jim because of him and his team I can sleep at night. I would recommend Clear Retirement to anyone who wants to feel positive about their retirement and financial future.“

“Erik Davis has been our financial planner for a few years now and we can't say enough great things about him and this company. Erik has been incredible in helping us plan for our family's future and invest our money wisely. We feel so much more secure knowing that Erik is looking out for us and helping to guide us to "financial independence" as he puts it :-) Even though I am sure we are not one of his wealthiest clients, he treats us as if we are and is always prompt at returning calls and emails. His assistant Pam is also wonderful. I highly recommend Navigation Group and Erik in particular..“