Solutions First Financial Group
(17 Reviews)
For some, financial independence may mean continuing to work in a job they love or maybe pursuing a passion through volunteering. For others, it could mean the freedom to spend their time with family or by traveling and exploring the world. Wherever your journey takes you, it's vital to think about what financial independence looks like for you.
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In Business Since 2016
Sentiment Analysis
But before we made any big decisions, we went back to our money advisor (at a large financial institution) and asked her about some of his recommended methodologies
Joe is the most knowledgeable advisor I've ever spoken to, he has a great variety of products that are will meet needs of people of various income and financial goals.
Joe Donti was very informative + brought to my attention some information that I had heard years ago + forgotten but was very beneficial to me now.
The reason for this post (which I rarely do), I meet with Joe on Thursday, July 5th to discuss a pre-kick-off discussion of our retirement phase and again, the professionalism, knowledge and personal touch was not only very comforting but also rewarding to know that my wife and I made the right choice is selecting Joe and his team.
He is engaged in all aspects of our finances and takes time to educate us continuously with facts and data so that we can make informed decisions.
Also, shared other investment products to help avoid taxes and different types of account registration which might help with legacy planning.
After setting up a personal meeting regarding my situation Joe presented me with a perfect solution to investing my nest egg in a safe, no risk investment.
From the very first Zoom conference with Joe and to the most recent conference we knew right off the bat that Solutions First was without a question the best choice for our investments.
Every time, I was treated like I was the most important person in the whole world, and I'm sure some of those questions weren't being asked for the first time!
He reviewed our information and gave us an honest appraisal of our personal finances.
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