Discovery Financial

Discovery Financial is a locally owned and operated business that has been providing fiduciary-based financial planning and wealth management services since 1992. They offer a range of services including IRAs, 401ks, 529s, Roths, and CDs, with securities and advisory services provided through LPL Financial. Clients have consistently praised the team at Discovery Financial, particularly highlighting the personalized attention and care they receive. Many have been clients since the 1990s and appreciate the dedication of the staff, especially David, who ensures that their financial needs are met promptly. New clients often come through recommendations and are pleased with the comprehensive financial reviews and strategies provided. Discovery Financial is recognized for its ability to create tailored financial plans that not only focus on retirement investments but also help reduce tax burdens and secure comfortable retirement cash flows. Clients feel reassured knowing their portfolios are well managed and that they have a reliable partner in their financial journey. The team’s combination of expertise and kindness sets them apart, making them a trusted choice for those looking to invest safely while achieving growth.