Reviews
5.01 Reviews
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Leo K.
Jul 2014
Financial Planning
I certainly would recommend him to anybody. I worked with him for over 20 years. Actually, it wasn't my money. I was a trustee for an estate for a fellow that had illness problems. His father asked me to be a trustee. So I worked with him for 20 years. His investment products have been excellent. I think there was like $90,000 invested and he came out with about $950,000 at the end. It was like you get 20 years of use and very nice living and the man managed to make money at the same time. He is a very, very nice fellow and easy to work with. He is knowledgeable in his craft. He has done an excellent job. He doesn't charge that much.
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FAQ
Integrated Financial Planning is currently rated 5.0 overall out of 5.
No, Integrated Financial Planning does not offer free project estimates.
No, Integrated Financial Planning does not offer eco-friendly accreditations.
No, Integrated Financial Planning does not offer a senior discount.
No, Integrated Financial Planning does not offer emergency services.
No, Integrated Financial Planning does not offer warranties.