Reviews for Partners in Financial Planning

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Aug 2024
Partners in Financial Planning, located in Salem, VA and Charleston, SC, offers tax-focused, comprehensive, and fee-only financial planning and investment management services. With a team of professionals boasting over 100 years of combined experience, they serve clients both locally and nationwide, providing personalized financial plans that support clients' goals and dreams while maintaining their financial security. Clients have praised the knowledgeable and approachable team, emphasizing their affordability and the peace of mind they provide. One client noted feeling lost and afraid before partnering with this firm, but now feels at peace and confident in their financial future. Another client, who has been with Partners in Financial Planning for many years, trusts the firm with their family's financial goals and commends their prompt and reliable communication. Potential clients seeking honest financial advice, safe money management, and growth opportunities can find reassurance in the team's trusted and respected reputation. Overall, Partners in Financial Planning excels in providing exceptional financial planning services while prioritizing client satisfaction and security.

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From Partners in Financial Planning

At Partners in Financial Planning, we provide tax-focused, comprehensive, fee-only financial planning and investment management services. Located in Salem, VA and Charleston, SC, we serve clients locally and across the country. Serviced by a team of professionals with over 100 years of combined financial services experience and knowledge, we work to exceed expectations and our clients are the focus of everything we do. We work collaboratively with you to design a financial plan that supports your goals and dreams while maintaining your financial security thru all phases of your life's journey.