About Pacific Financial Advisors, Inc.
Reviews for Pacific Financial Advisors, Inc.
Write a reviewHours
Monday: 8AM - 6PM
Tuesday: 8AM - 6PM
Wednesday: 8AM - 6PM
Thursday: 8AM - 6PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed
Pacific Financial Advisors, Inc. is a trusted firm specializing in retirement planning and investment strategies. Led by Ross and his dedicated team, they provide clients with valuable guidance and education to help achieve financial independence. Clients appreciate their responsiveness and the extensive resources available, including informative classes and a blog. The firm offers a wide range of options, including estate planning and investment diversification, ensuring clients make informed decisions. Many have found their support instrumental in significant life events, such as purchasing a new home. Overall, Pacific Financial Advisors is recognized for their outstanding experience, patience, and commitment to helping clients reach their financial goals.
Ross and his professional team have helped me prepare to reach my retirement goals without any undue pressure. They have patiently worked with me and have steered me to a path that will allow me to have financial independence in the coming years. They are always very responsive and provide me with excellent and relevant information, both directly and via their blog.
I have been working with Pacific for 4 years, primarily with retirement planning. Ross teaches classes on investments and has been very helpful in putting together a plan, navigating the tax and long-term impacts. We have used Pacific to put together an estate plan and to diversify investments including some life insurance options. Their strength is in offering a wide range of options and providing education to make more informed decisions.
I have worked with Ross and his family and team for many years. Their experience and support have been outstanding. I recently purchased a new home. Their guidance and knowledge made it all possible. Many thanks!