Financial Planners near Lexington

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“Working with Ousmane has been outstanding and worth every penny. He gives personalized care, extreme attention to detail and tailors everything to the individual client and his/her goals and interests.. He caught numerous costly errors made by my last financial advisor within our first few meetings. My only regret is not starting with Ousmane sooner..“

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“Guillermo Alberto is an award winning financial advisor that I have worked with for approximately 15 years. He recently found a new IRA product, advised me to learn more about it, the pros and cons of the services offered from this company. He was very knowledgeable about how the new company could benefit me and gave me plenty of time to learn and think about how the new account could be beneficial to me and eventually my beneficiaries after my death. Under the old account I thought I still had about three more years to wait to begin receiving payments from the investment. Under this new program I will receive payments sooner, a pleasant surprise!
Mr Alberto is a consummate professional and a pleasure to work with.
His vast knowledge, experience and expertise in the financial planning and related services helps me to trust him and value his services.
I highly recommend him for your financial advisor needs.“

“They helped with one of my outstanding bills got it down or something reasonable.They charge a pretty good fee but what are you going to do you got to pay for service.“

“My family has moved all over the world for my work as an international development worker. Our small family of three holds four nationalities among us - as exciting as that sounds, it also involves a considerable amount of strategizing for all manner of housing, taxation and university choices. In the recognition that we consistently have financial questions and situations that are beyond what most run-of-the-mill financial planning firms are prepared to assist with, we struggled in finding a right fit in financial planners for our needs.Enter Rick Fingerman and his team who have been lifesavers on a consistent basis. Gone are the sleepless nights where I wondered how to find the answer for a legal, financial, tax or strategy question across various countries. I now have Rick and Andrew who consistently and patiently talk us through sooo many issues that expat families and/or female entrepreneurs face. We are ever so grateful for finding this dynamic team who are problem-solvers and help us to see issues from all angles. They helped us streamline our investments, give guidance on retirement options across a range of possible countries, counsel us on tax issues in the different countries where we have lived and are our consistent go-to with questions that arise. This firm is amazing - so grateful that we found them!“

“Filing taxes can be overwhelming, but Tunc made it manageable by explaining things clearly and helping me get it done efficiently.“

“Boston Retirement Group is great! We were lucky enough to work with Tricia who is nothing short of amazing! She is extremely knowledgeable and took extra time to explain evey detail of our plan. I feel 100% confident trusting her with our investments. Thank you, Tricia!“

“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.“

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“I have worked with Chris Chen for 5+ years. In the beginning, his financial expertise, his understanding of my complicated divorce, and his steady presence and trustworthiness were invaluable in helping me get through it.

Since then, Chris has become my financial advisor and retirement planner. His wise, sound, and timely guidance is always imbued with with respect and dry, lighthearted humor.

He has earned my deep trust, gratitude, and admiration -- as a financial advisor with decades of professional experience with confirmed competence (e.g. notable accolades from his professional community); as well as for being a deeply kind, generous, and reliable person.

In short, Chris Chen is a gem, as are the other financial professionals he recommends, hires, or mentors.

I reserve a rating of 5 stars for the exceptional exemplar. Chris deserves a 5+!“