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Reviews for PharmD Financial Planning LLC
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PharmD Financial Planning LLC
202 N Cedar Ave Suite #5, Owatonna
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202 N Cedar Ave Suite #5, Owatonna
Directions Call Website Suggest an Edit
My husband and I interviewed several different financial advisors and we chose Derek. He has been exactly what we wanted - smart, thoughtful, transparent, and helpful. I have recommended Derek to a few friends and will continue to do so.
Derek has been extremely helpful for our retirement transition/planning, combining accounts, answering all our questions and is a very genuine person who loves what he does! Highly recommend !!!
Derek is personable, professional and courteous. He is attentive to detail. He explains my portfolio in terms I understand. It has been a pleasure working with him. He makes accommodations for me easily. I have complete confidence in his recommendations for my needs as well as my own personal investment choices. He has explained options clearly. With no hesitation I recommend Derek as a financial planner partner. I am certain you will feel confident in his keen foresight to help your investments grow.