Reviews for Family Wealth Planning Partners
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Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Ratings
Google: 5/5
Family Wealth Planning Partners
9200 Shelbyville Rd Suite 103, Hurstbourne
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"Absolutely impressed with the depth of knowledge and personalized attention I received from Chris at Family Wealth Planning. Not only did he provided me with detailed insights into various financial strategies, but he also took the time to ensure I fully understood each aspect of my plan. Their commitment to educating clients sets them apart, making the complex world of finance feel approachable and manageable. I feel empowered and confident moving forward with Family Wealth Planning by my side. Highly recommend Chris and his services for anyone seeking comprehensive financial guidance!"
Eric has done a great job with our money invested. I like that they are independent and not selling large bank cookie cutter portfolios. He takes time to review with us his strategies and he has a great financial vocabulary. A true visionary ……