Financial Planners near Woodbridge

“I met with Mr. Barrett to discuss a plan for retirement and to see if I was on track with my finances. He was so thoughtful and clear on what I should be doing. I was extremely pleased with the outcome of our meeting! I am grateful for the time he spent and the great advice.“

“Peter at PCB Financial is the definition of professionalism and integrity. His service is exceptional. He explains every detail clearly, takes the time to make sure nothing is rushed or confusing, and genuinely cares about our financial health and overall wellbeing. It is rare to find someone this knowledgeable who also leads with honesty and real concern. Highly recommended.“

“I have been with Angelo and Associates Financial Planning Group for over 10 years. Ray and his staff have done a great job of growing my retirement investments. I have experienced excellent service. Ray is always available to discuss and help with all of my needs. I feel very confident in his recommendations and his considerations of my input. I not only count on Ray as my financial planner but also my friend. I have no hesitancy in highly recommending Angelo and Associates Financial Planning Group.“

“I went from struggling to make ends meet as a freelance journalist to owning a home with a swimming pool, and when I'm vacuuming the algae out of that pool, it's Mike I blame for my trouble. His scope of knowledge is vast, his instincts are sharp, and he always has a handful of options tailored to different investment approaches: Whether you want to hedge your bets or take a big swing, he has a plan (with several contingencies) tailored to your goals. I made more money working with Mike than I've ever made doing anything else - the man knows his stuff.“

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