Mission:Advice - Shepherdstown, West Virginia

Address: 7866 Martinsburg Pike, Shepherdstown, WV 25443.
Phone: 48704200.
Website: missionadvice.com
Specialties: Financial planner.
Other points of interest: Identifies as veteran-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Gender-neutral restroom, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Mission:Advice

Mission:Advice 7866 Martinsburg Pike, Shepherdstown, WV 25443

☎️48704200

⏰ Open Hours of Mission:Advice

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Mission:Advice

Una empresa con sede en Shepherdstown, WV, que ofrece servicios de planificación financiera personalizada.

Ubicación:

Address: 7866 Martinsburg Pike, Shepherdstown, WV 25443.

Teléfono:

Phone: 48704200.

Página web:

Website: missionadvice.com.

Especialidades:

Financial planner.

Otros datos de interés:

Identifica como empresa veteran-owned, ofrece citas en línea, servicios en sitio, entrada y estacionamiento y baños accesibles para sillas de ruedas, baños de género neutro, baños y establecimientos LGBTQ+ amigables, citas previas requeridas, citas recomendadas.

Opiniones:

Esta empresa tiene 7 reseñas en Google My Business.

Opinión media:

5/5.

Esta empresa ha recibido reseñas muy positivas de sus clientes, destacando su profesionalismo, visión y capacidad para crear un plan estratégico personalizado que se ajusta a las necesidades financieras de cada cliente.

Los clientes han expresado su satisfacción con el servicio recibido, destacando la puntualidad y eficiencia del personal, así como la atención personalizada y la capacidad de la empresa para entender sus necesidades.

En general, las opiniones sugieren que Mission:Advice es una empresa confiable y competente en la planificación financiera personalizada.

Características:

Experiencia: La empresa tiene experiencia en la planificación financiera personalizada.

Conocimiento: Los empleados de la empresa tienen conocimiento en finanzas personales y planificación financiera.

Comunicación: La empresa se comunica de manera clara y eficiente con sus clientes.

Información recomendada para una persona que busca sobre la empresa:

Para obtener más información sobre la empresa o para programar una cita, puede visitar su página web o llamar al número de teléfono proporcionado.

Además, la empresa ofrece citas en línea, lo que permite a los clientes programar una cita de manera conveniente y desde cualquier lugar.

👍 Reviews of Mission:Advice

Mission:Advice - Shepherdstown, West Virginia

Laura G.

5/5

I recently worked with Tom for my early retirement planning and had an excellent experience. He returned my calls promptly and scheduled an appointment right away. He truly listened to my needs and helped me develop a personalized plan that worked perfectly for me. I highly recommend Tom for his professionalism, insight and ability to craft a strategic plan that fit my financial needs.

Dave

5/5

It has been a pleasure to work with Tom when my wife and I started considering retirement. Throughout the process, he showed professionalism and never rushed us to ensure we understood how a retirement account could work. And although he didn’t pressure us to go with him as our advisor, that among other points convinced me he was the one to have for our advisor

Sascha K.

5/5

I went in for a consultation today and it was very helpful; Tom assisted me in getting my money into an actual investment position and not the glorified savings account I had it in. I was able to get the appointment scheduled much quicker than I expected, and he accommodated me coming in after their usual business hours because of how far out I work. Very much recommend this business.

Lisa E.

5/5

My mother recently passed away. She was the bookkeeper for our family business. I was suddenly thrust into the business and was overwhelmed. Tom Maiden helped me get organized and make sense of our family business’ and family’s financial situation. He was very considerate and knowledgeable. He held my hand throughout the process. I highly recommend Tom Maiden and Mission Advice for financial planning and investment management services. We will be clients for life!

Scott S.

5/5

Tom Maiden has guided me through the daunting process of pulling my financial life together into a clear picture. He is a fiduciary, duty bound to put his client's interests first. I highly recommend Tom! He is a model Certified Financial Planner professional.

KaChina P.

5/5

Awesome! Highly recommend talking to Tom if you’re trying to figure it out. Tom helped me look better at my financial goals and to see how I need to begin planning. Thanks Mission Advice! Go see him!

Jaelyn W.

5/5

Tom Maiden has helped me with financial planning so much. The process was so easy to understand with Tom’s help.