Reviews for SDP Personalized Planning

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Feb 2024

Hard to trust. Exercises poor judgement.I specifically requested not to be solicited when Steven reached out on LinkedIn. He has since spammed my personal email address twice. No idea how he got my personal address. This is the only company/person I have had not honor this request through all the years. Personally, I would never trust financial matters to someone with poor scruples.It was a very straight forward request. He disregarded it. Proceed with caution.

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From SDP Personalized Planning

As Trusted Advisors, we help you align your financial decisions with your deepest-held values so that you enjoy your most meaningful life. Follow our SDP Planning Process for comprehensive, values-based financial planning with an emphasis in tax-reduction strategies for individuals and businesses.

Hours

Monday: 8AM - 5:30PM
Tuesday: 8AM - 5:30PM
Wednesday: 8AM - 5:30PM
Thursday: 8AM - 5:30PM
Friday: 8AM - 5:30PM
Saturday: ClosedSunday: Closed

Tips

online appointments

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Ratings

Google: 3.5/5