Plimoth Investment Advisors - Plymouth, Massachusetts

Overview of Plimoth Investment Advisors

Plimoth Investment Advisors, located at 38 Resnik Rd STE 202, Plymouth, MA 02360, stands out as a reliable financial planning service tailored for individuals seeking expert guidance. With a contact number of 508-747-6596 and an accessible online presence through plimothinvestmentadvisors.com, this firm is committed to helping clients navigate the complex world of finance.

Key Features

Financial Planning Expertise: Plimoth Investment Advisors specializes in providing personalized financial planning services. Their team of professionals, including Steve and Dave, offers invaluable advice, guidance, and education to ensure clients make informed decisions.

Accessibility: The office is fully wheelchair accessible, ensuring that all clients, regardless of mobility, can visit comfortably. This includes a wheelchair-accessible entrance, parking lot, and restroom facilities.

Appointment Recommendations: Given the personalized nature of their services, the firm recommends scheduling appointments to make the most of their consultation time.

Customer Experience

The average opinion on Google My Business, based on just three reviews, is a commendable 5/5. Clients express their satisfaction with the proactive communication from the service team, particularly their efforts in explaining market activities and keeping investors updated on their portfolios. The team's responsiveness and focus on clients' financial well-being are highlighted as key aspects of their service quality.

Contact Information and Recommendations

For anyone considering financial planning services, Plimoth Investment Advisors offers a promising solution. Here's how to get in touch:

- Phone: Call them at 508-747-6596 for initial inquiries or to schedule an appointment.
- Website: Visit their website plimothinvestmentadvisors.com to learn more about their services and to fill out any necessary contact forms.
- Appointments: Given the high rating and positive feedback, it's advisable to book an appointment well in advance to ensure a personalized consultation.

👍 Reviews of Plimoth Investment Advisors

Becky J.

5/5

I've had a great experience with Steve, Dave and the team at Plimoth Investment Advisors. Their advice, guidance and education has made me confident in my financial planning decisions.

David H.

5/5

My service team at Plimouth Investments has been great at communicating market activity and keeping me updated on my portfolio. A professional and responsive team looking out for my financial well-being.

Ben T.

5/5