Finance Strategists Reviews 9

TrustScore 4.5 out of 5

4.3

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4.3

Excellent

TrustScore 4.5 out of 5

9 reviews

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Rated 5 out of 5 stars

Finance Strategists has an extensive…

Finance Strategists has an extensive database of financial and investing terms which are great for all types of investors. I was able to learn a few things about investing certifications that I wasn't clear on. Would happily share this to anyone else as a viable resource for all things investing.

7 December 2022
Unprompted review
Rated 5 out of 5 stars

They helped my family and I with many…

They helped my family and I with many financial decisions over the years. Whether it is retirement plans, setting up college funds for my children or investment possibilities, he has always given me solid advice. I would highly recommend him to anyone seeking a financial advisor.

18 January 2021
Unprompted review
Rated 5 out of 5 stars

Excellent choices with a great service

Excellent choices with a great service. Value for the price is also very good. Some of the lowest fees for brokerage. Really flexible choices from a vast portfolio. We have had the account with them for a while and never complained. Solid background with solid choices.

18 January 2021
Unprompted review
Rated 5 out of 5 stars

They provides an intuitive

They provides an intuitive, easy website that provides one-stop shopping for all types of brokerage transactions, plus more... allowing you to manage all of your financials. Includes ability to look back in time, pull your own data and review current research.

18 January 2021
Unprompted review
Rated 5 out of 5 stars

Financestrategists has helped my family…

Financestrategists has helped my family and I with many financial decisions over the years. Whether it is retirement plans, setting up college funds for my children or investment possibilities, She has always given me solid advice. I would highly recommend her to anyone seeking a financial advisor.

18 January 2021
Unprompted review
Rated 5 out of 5 stars

The company is doing great

The company is doing great. Their customer care is super. There is no problem having them as my broker. They have influenced my decision positively and I want to remain one of their best customer. Kudos to them all.

18 January 2021
Unprompted review
Rated 5 out of 5 stars

Financestrategists always gives me good…

Financestrategists always gives me good advice and alerts me when needed. I have difficulty picking which investments are most beneficial or which are risky. Financestrategists has put together a plan for me that has been most successful. I would not have the retirement I'm enjoying without them.

18 January 2021
Unprompted review

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