About Firma Financial Planning CFP® , CERTIFIED FINANCIAL PLANNER
Firma Financial Planning, a fee-only financial advisor firm, specializes in retirement planning, estate planning, and tax planning. As fiduciaries, they prioritize their clients' needs above their own. Their unique "Asset Map" process guides clients from start to finish. Reviewers praise the firm's friendly, professional, and competent staff, who treat clients with respect and care. They note that the firm's employees are passionate about their work and demonstrate exceptional attentiveness to client accounts. Many reviewers have expressed satisfaction with their experiences, citing thorough explanations and a sense of being part of the "family" as a client.
I didn't know what to do as I plan on retiring this year. I made an appointment with Tom VanDoorne Jr who gave me terrific advice after answering a few questions. I was worried that a financial planner wouldn't want to even talk to me as I don't have a great deal of money, but Tom treated me like a millionaire and with total respect! I will be contacting Tom again in a few months to have him handle my funds and help grow my account to allow me to retire with peace of mind. That alone is priceless. You can't go wrong to select Firma Financial Planning to take care of your financial needs!
Tom and Jerry at Firma Financial always take great care of my needs. ALL of the employees at Firma are truly great and passionate about their work. Their attentiveness to their clients accounts is very refreshing compared to past advisors I've dealt with. Firma's staff is extremely competent, professional and friendly. What I truly love about Firma is that it is abundantly obvious that everyone there follows the Golden Rule, which is unfortunately hard to come by these days. You definitely feel like your "part of the family" when you become a client.
I recommend anyone going with "Thomas VanDoorne Jr." for any financial inquiries. He is a great financial advisor and takes his time to explain things thoroughly. 100% satisfaction!