Financial Planners near Warwick

“I was introduced to Ken and his company when he came to speak at our school district regarding the 403b “scam” that many teachers are faced with. I then met with him personally to learn more about the 403b options that are available to me. He was patient and extremely passionate and informative regarding the topic. He went out of his way to compare my current plan with the other plans available to me. There was absolutely no pressure to use his services. He genuinely wanted to inform teachers about this issue and was willing to spend the time necessary to educate me.I have continued to work with Ken over the past 2 years, setting up plans that are appropriate for me and my financial situation. He has continued to be accessible, helpful and responsive no matter what the issue is.I have recommended his services to my coworkers and will continue to do so.I am grateful to have found someone so knowledgeable, friendly and convenient.“

“I have been working with Mr. Luis Neely since 2016. He cares deeply about his clients and their financial goals. For example, I was very worried about my accounts when the stock market almost crashed and Mr Neely reassured me that my accounts were invested in safe accounts which put my mind at ease. This is just one instance but there have been countless examples of this throughout our time working together. I would strongly recommend Mr. Neely's financial services.“