Partners in Financial Planning

Financial Planners, Financial Advising, Investing

421 S College Ave, Salem, VA 24153

About Partners in Financial Planning

Partners in Financial Planning, located in Salem, VA and Charleston, SC, offers tax-focused, comprehensive, and fee-only financial planning and investment management services. With a team of professionals boasting over 100 years of combined experience, they serve clients both locally and nationwide, providing personalized financial plans that support clients' goals and dreams while maintaining their financial security. Clients have praised the knowledgeable and approachable team, emphasizing their affordability and the peace of mind they provide. The team is wonderful to work with and provides an excellent comprehensive approach. Advisors are top-notch, and their advice is well researched and user-friendly. Each is available by email, phone or in person, providing prompt and clear communication. Clients continue to be very pleased with the excellent advice and the ease with which they can get personalized answers to their questions. The emergency advice is truly outstanding.

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Reviews for Partners in Financial Planning

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  • Sep 2024

    Our PFP team really takes care of us and has been wonderful to work within every way. We are lucky to have found them! My wife and I have really benefitted from their guidance and excellent comprehensive approach.

  • Sep 2024

    The two PiFP advisors I have dealt with are top-notch! Their advice is well researched and user-friendly! Each is available by email, phone or in person. The newsletters are timely; the emailed advice when the markets change quickly is prompt and clear! I have been very pleased!

  • Sep 2024

    I continue to be very pleased with the excellent advice and the ease with which I can get personalize answers to my questions. The emergency advice when we were trying to enter Brandon Oaks was truly outstanding.

Hours

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

Tips

by appointment only