Falcon Wealth Planning
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Sentiment Analysis
Based on my current financial situation and most recent tax returns, Ryan was able to give me a detailed assessment of what could potentially be a way forward to maximize my retirement goals.
Ellen was extremely dedicated and patient, sharing her extensive knowledge to ensure we understood the necessary steps to reach our goals.
It was my first time meeting with a financial advisor and he was very patient.
I fully felt he was interested first and foremost in benefiting me and then in determining whether their services were right for me.
If you're ready for a financial planner, I cannot recommend Falcon Wealth Planning highly enough.
Jamil was very patient and thorough.
Ellen is incredible and so knowledgeable.
I typically have trust issues with anyone that comes close to my finances but I honestly felt safe and trusting as I spent time talking to Peter.
Also, he took the time to read my husband’s work 401k and explained it to us especially since the word choices in it are difficult to understand.
Went through my financial information and gave me very valuable feedback to help me stay on top of things financially.
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