Financial Planners near Auburndale picked by BestProsInTown
“I met Rick many years ago when I won a contest for a free finanacial plan-then hired him 8 years later to help me navigate a divorce with messy finances. Great listener, thoughtful, and tailors a plan to goals, while keeping it realistic. Rick takes a holistic approach and has become a trusted partner in helping me navigate the ups and downs of life and retirement.”
“The team at LTG Capital is first rate. Excellent communication and follow through. They treat your money like it their own. Excellent planning and performance.”
“I have been impressed by the professionalism and responsiveness of Boston Retirement Group. Tricia is an excellent communicator, always available to answer a question or respond to a concern. She has been so helpful with the transition to retirement, and guidance to achieving financial goals.”
