Financial Planners near Collegeville
Financial Planners near Collegeville picked by BestProsInTown
9 businesses
Menninger & Associates - Certified Financial Planner
“I’ve been wanting to get serious about my financial goals for awhile now but never made the plunge. I only did our consultation call, but wow - I was so impressed! I finished the phone call already feeling so ahead and ready to take action.
I felt very comfortable speaking with Michael and also felt aligned with his approach to finances. Patient education is my favorite part of my personal job, so when Michael said explaining the “why” behind his recommendations and taking a well rounded approach is important in his firm, I knew his team would be a great fit for me and my husband. I also really appreciated how clearly and thoughtfully Michael explained everything, and in a way that made sense. He never made me feel embarrassed about where I currently am financially. That meant a lot to me!
I excited to work with Michael and his team! I can already feel this is going to be so worth while!”
Financial Voyages - Wealth Management
“No matter what advisor you get, you will be educated and taken care of! The admin team is wonderful - super information, helpful, and kind. I think they offered a free consultation too at the beginning. everyone is so personable and i really liked meeting with an advisor in their office”
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