Financial Freedom Planners - Richmond, Virginia

Financial Freedom Planners: Expertos en Planificación Financiera

Con sede en Richmond, VA, Financial Freedom Planners es una empresa líder en planificación financiera que ofrece servicios personalizados a individuos y familias. Su equipo de expertos, liderados por John, proporciona asesoramiento exhaustivo y competente en temas de planificación financiera, asegurando que sus clientes estén bien equipados para alcanzar sus objetivos financieros.

Cómo funciona Financial Freedom Planners

El proceso comienza con una evaluación detallada de las necesidades financieras de cada cliente. Luego, el equipo de Financial Freedom Planners desarrolla un plan personalizado para abordar los desafíos financieros específicos de cada individuo o familia. Estos planes pueden incluir inversiones, ahorro, deuda, jubilación y más.

Financial Freedom Planners ofrece servicios en línea y en persona, lo que permite a sus clientes elegir el método que mejor se adapte a sus necesidades. La empresa también está accesible para personas con discapacidades, con instalaciones y servicios diseñados para facilitar la visita de todos.

Especialidades de Financial Freedom Planners

Los especialistas de Financial Freedom Planners tienen una amplia gama de habilidades y experiencia en planificación financiera. Algunas de sus especialidades incluyen:

• Planificación financiera: desarrollar planes para alcanzar objetivos financieros a largo plazo.
• Asesoramiento de inversiones: proporcionar orientación sobre estrategias de inversión y productos financieros.
• Administración de deuda: ayudar a los clientes a gestionar y reducir deudas.

Ubicación y contactos

Financial Freedom Planners se encuentra ubicada en 3741 Westerre Pkwy suite c, Richmond, VA 23233, Estados Unidos. Pueden ser contactados por teléfono al 8042779734 o visitando su sitio web en financialfreedomplanners.com.

La empresa tiene una media de opinión de 5/5 en Google My Business, lo que refleja su compromiso con la satisfacción de sus clientes. Los clientes han elogiado a John y su equipo por su profesionalismo, amabilidad y dedicación a sus necesidades.

Para obtener más información o programar una cita, visite el sitio web de Financial Freedom Planners o llame al número de teléfono proporcionado.

Puntos de interés adicionales

Algunos de los puntos de interés adicionales de Financial Freedom Planners incluyen:

• Apuntamientos en línea
• Servicios en sitio
• Parking para personas con discapacidad
• Entrada y baño accesibles
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Resumen

Financial Freedom Planners es una empresa líder en planificación financiera que ofrece servicios personalizados y expertos a individuos y familias en Richmond, VA. Con su equipo dedicado y comprometido con la satisfacción de sus clientes, Financial Freedom Planners está diseñada para ayudar a las personas a alcanzar sus objetivos financieros.

👍 Reviews of Financial Freedom Planners

poldi R.

5/5

Just finished review of retirement advice. Can highly recommend John. Very thorough and competent. Takes the time to answer questions and assisted with everything we asked. We will continue to review our retirement plan on an annual bases. We feel we are in goods hands.

kevin F.

5/5

I had previously used the "Empower!" website to model my retirement plans, but wanted some investment advice on my portfolio, plus some validation so I contacted Freedom Financial. I worked with John over several months, and found that the website, combined with the thorough questions and review provided a much more comprehensive plan regarding my retirement expenses, upcoming goals for travel, vacations, cars, etc., and how it would fit in with my funding. There were many areas that I hadn't thought of in my own planning, and I feel much more comfortable with the outlook after such a thorough review. In addition, John was very pleasant to work with, had a "regular career" prior to financial services so could identify with my experiences, and had a great sense of humor. I highly recommend Freedom Financial and John Condon. (Also, tell John to set up a meeting with me if you'd like to discuss $BTC as part of your portfolio.)

Aly E.

5/5

I highly recommend Financial Freedom Planners (specifically John) as a financial planner. He is incredibly thorough and professional, consistently providing us with detailed and well-researched advice. His communication skills are excellent, making difficult financial concepts easy to understand- even for a nurse like me without any financial background! Thanks to his guidance, we have been steered in the right direction and feel confident about our financial future. It was actually very exciting! Working with John has been a fantastic experience, and we are grateful for his expertise and support. We feel confident in continuing this relationship for many years to come.

Debbie K.

5/5

I highly recommend the services of John Condon and Chuck Roberts at Financial Freedom Planners. I just received my second annual detailed financial plan, including a review of my retirement plan and new investment recommendations. Their work is personalized my meet my specific financial goals. As a fiduciary, Financial Freedom won't be collecting commissions or hidden payments from the investment funds they recommend, but rather works on a fee-based model keeping clients best interests front and center. I'm looking forward to continuing to work with this company for years to come.

Sam W.

5/5

Great experience! John was both knowledgeable and thorough, and we were very satisfied with their approach. Highly recommend their practice for your retirement planning purposes.

Tom R. J.

5/5

Working through the financial planning process with both Chuck and John has been a pleasure. They’re very knowledgeable, patient, and good listeners. Being “true” fiduciaries and also not selling products was a major plus for us. The plan prepared for us was very comprehensive, concise, and exceeded our expectations. We’re looking forward to continuing our relationship with Financial Freedom Planners and highly recommend them.

Daniel P.

5/5

Loved the experience- the tools and feedback definitely outweigh/justify the fees exponentially. Chuck is personable and gets it...
FF was able to help me and my family for the long term- they navigated the multiple business owner landscape and offered a solid plan! THANKS John & Chuck!

Steve D.

5/5

We've been with Financial Freedom Planners for 1 year now and are very impressed and satisfied with Chuck and John. They are very professional and make you feel like you are their only client. Their attention to detail and thoroughness coupled with a very sound set of recommendations based on our specific situation makes them stand out. We are primarily involved in the retirement side of things and look forward to working with them long into the future. If you are looking for a very affordable and comprehensive company to help you navigate the confusion of financial planning please give them a try. We recommend Financial Freedom Planners wholeheartedly.