Financial Planners near Heath

“We have been clients for years! They really helped us with our financial plan after getting married and understanding our financial situation. We really enjoy working with the whole GFM team and feel that they have our family’s best interests at heart.“

“Chris Massenburg is the best financial advisor and was so helpful and always courteous and ready to assist as needed. Highly recommend!!!“

“I am new to the area and really needed some help with past tax returns that weren't filed in a timely way. I called Smith Financial and they were very helpful and encouraging. Within 10 days had completed all of it. Happily financially it was a benefit for me, but either way I know it was right. I feel like they were very thorough in their questions, and in the work that they did for me at a reasonable price.“

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“Lake Point Advisory Group has done a wonderful job with our retirement. They give us confidence in the future.“

“Rick Dirkse and his staff are the most kind, considerate, and detail oriented firm around. They are very professional and extremely intelligent when it comes to any financial topic we discuss. We highly recommend this office. They truly are one of a kind.“

“I’ve been using Rick Lucas for years and he has done great job for my family. He knows his stuff and always makes sure you are in the loop. His staff Abby and Angie are awesome.“