Silver Penny Financial Planning Peachtree City
(9 Reviews)
We are licensed to offer insurance in Alabama, Delaware, District of Columbia, Florida, Georgia, Kentucky, Mississippi,Missouri , North Carolina, Pennsylvania, South Carolina, Tennessee and Virginia.
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Licensed
In Business Since 2018
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Sentiment Analysis
Vlad has been very professional and responsive in setting up our company’s retirement plan.
He has always been very helpful and answering all of my questions related to my IRA and Roth IRA.
However, several years ago, I was fortunate to have a meeting with Vladimir, and he congratulated me on my success, but immediately identified serious areas of potential risks in my 401K, HSA, ROTH IRA, and FSA accounts.
Vladimir is very knowledgeable, smart and patient with those of us who are not as familiar with tax rules and other financial matters.
Anytime I’m in need of advice my advisor (Vlad) always responds to my needs in a very timely and professional manner.
Very knowledgeable team that are dedicated to put you on a successful financial path and watch your goals come into fruition!
Have been working with Vladamir over the last year and find him to be very interested in helping us meet our long term goals.
For our employee's convenience he always comes to the job site to save them time.
We look forward to a plan review with him to make sure we are on track and to see what other suggestions he has.
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