We have been coming to Fi-Plan for close to a year now. The way their team works together and personal experience they offer is exceptional. From the time you walk into the door, to the questions you have in between visits, they are as friendly and accommodating as possible. They are committed to helping you for the long term.
I have no idea how many clients they have. But Greg and Quint always make time for those of us who aren't investing or have a huge fortune. And the times that they are very swamped, the rest of the team is very knowledgable and helpful. They have great communication, and everyone is always on the same page. All of the advice and information they provide is extremely thorough. But they always take the time to explain everything and answer any questions you have. Even though they do office visits by appointments, you never feel rushed.
Greg also plans great lunch and breakfast meetings with very educational and entertaining speakers that all clients are invited to. They are extremely involved in the community. And they are always willing to go the extra mile. If anyone is looking for a quality financial planning team, I would not look anywhere else. read more