Jeffrey R. Saunders
(49 Reviews)
Do you need assistance in creating an effective retirement or investment plan? Saunders Financial, LLC is a Registered Investment Advisory firm offering financial planning and wealth management services.
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Highlights
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In Business Since 2003
Sentiment Analysis
Excellent service.
They were knowledgeable, friendly, and made us feel comfortable while covering topics that can be difficult to discuss.
They were friendly, answered our questions and delivered a final product that gives us both a feeling of security that our estate will be well managed when the time comes.
He also was instrumental in navigating through my parent’s struggle as they entered into elderly care.
Following my appointment with them, I am grateful to them for being available to answer my additional questions and for their prompt response in returning my voice mail messages.
We are very satisfied with the excellent service that Jeff and Cindy provided and will recommend them to our family and friends!
Jeffrey Sanders was very thorough in his assessment of my estate planning needs, explained various options.
Professional, knowledgeable and throughly explains process.
They were very thorough in explaining the entire process and subject matter of our Trust revision.
I highly recommend his estate planning and financial services.
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