Reviews for HSB Retirement Planning Specialists - Monica Milleson, CFP , AIF
Add your commentFrom HSB Retirement Planning Specialists - Monica Milleson, CFP , AIF
Hours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Ratings
Google: 5/5
HSB Retirement Planning Specialists - Monica Milleson, CFP , AIF
627 N Lincoln Ave, York
Directions Call Suggest an Edit
I really appreciated how thorough Monica was in explaining the retirement planning process to me. She values the importance of educating young people on their investment options (especially young women!), and I walked away from our meeting with a much clearer understanding of how I can invest my funds. If you're in the York area looking for a clear and honest approach to figuring out your financing options, I would definitely get in touch with Monica!
I have been very impressed with the planning and investment management services that Monica has provided me with over the past 6 years. It has resulted in remarkable market gains but I appreciate that she takes the time to explain the risk of each of the investment options she presents. She has done such a good job for me that it looks like I will be retiring early.