Modern Financial Planning
(15 Reviews)
We offer in-depth financial planning and investment management services. We combine our deep expertise, leveraging of technology, and network of professionals to ensure you are provided with the best possible service.
Official Website
Highlights
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
In Business Since 2018
Sentiment Analysis
Bryan and his team have given me peace of mind when it comes to my financial planning and future, and I would highly recommend Modern Financial Planning to others looking for the same.
If you want to set yourself up to be in a good financial position, I highly recommend consulting with Mike.
Always treated with respect and kindness.
Excellent financial advice and customer service.
I have become accustomed to running any major financial decision past Mike, and I would have it no other way.
Yulia Petrovsky is a knowledgeable and caring financial planner who gave us practical and valuable advice on stock compensation, taxes, and personal finance best practices.
Personal finance planning can be confusing and overwhelming for someone in a creative field like myself, so I valued her careful listening and straightforward explanations.
Mike and his team are fantastic!
I'm looking forward to continuing our relationship and I am glad that I found a financial planner that is passionate about his craft.
MFP’s holistic approach helped us think through strategies for managing not only our investments, savings, and assets, but also our insurance — and how all of it evolves over time with changes to our goals.
Your opinion is important
We invite you to share your experience in a review.
Read more reviews on:
Please leave us a review and let us know about your experience.