About Apex Financial Group LLC
Reviews for Apex Financial Group LLC
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Apex Financial Group LLC provides personalized financial planning services, offering expert retirement strategies and personalized consultations. Their planner is knowledgeable, personable, and available, making clients feel at ease and providing prompt responses. They take the time to answer questions and create tailored game plans for a secure future.
Ken spent a substantial amount of time gathering my financial data and social security benefit information. He was very knowledgeable in the area of how your pretax savings effects your income taxes when you retire and have mandatory withdrawal amounts annually.
Working with Ken and Apex has been great. They are very knowledgeable , professional and personable. They helped my wife and I developed a retirement plan that will take care of our financial and health needs throughout our retirement. Highly recommend them.
Quite simply, Ken and his team are the best in the business. The rates are excellent but it’s the insight and ability to communicate that information to John Q. Customer that raises the bar far above expectations. If you like honest, reasonable, friendly folks who can help you protect and grow your assets, I can’t recommend them highly enough. Do yourself a favor and give them a holler today. 10/10, do recommend!