Financial Planners near Mountville picked by BestProsInTown
“Brian Shank is a trustworthy advisor. He answers all our calls quickly and answers all of our questions. We feel confident in Brian's ability to help us manage our investments. I highly recommend Brian if you are looking for someone who will answer your call himself, unlike the automated systems of larger firms.”
“Regardless of the size of your nest egg , It needs to be guarded. Richardson group has done a great job with ours and I recommend them.”
“HIGHLY RECOMMEND!
We've worked with our financial advisor John Simkins for over 20 years, and he consistently demonstrates that he truly cares about advising, not just money.
HE LISTENS - to what we say (and don't say).
HE ASKS QUESTIONS - and answers in an understandable way. We have little familiarity with financial terms/concepts, and John always takes time to answer our questions in ways we can understand.
HE TELLS THE TRUTH GENTLY - even when it's hard to hear - and he always brings a solution.
HE CARES - about our whole situation, not just finances, and has always guided us with clarity and solid advice that has proven profitable time and again.
HE SEES 'AROUND CORNERS' - He figured out where we want to go regarding retirement and plotted the best course to get there.
HE WATCHES OUT FOR US - We're so grateful knowing we can trust his expertise and his integrity.”
