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Business Profile

Financial Planning Consultants

Dedicated Financial Services

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BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 3 Customer Reviews

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Review Details

  • Denise G

    Date: 01/27/2024

    Trustworthy is the first word I would use to describe *************** and the team at Dedicated Financial Services. They always put the best interests of their clients first. Their guidance and financial advice ensure that I will be able to live comfortably during my retirement. It is with confidence that I can recommend Dedicated Financial Services.

  • Natalia K

    Date: 11/15/2023

    *** and the Dedicated Financial Services team have been managing our portfolio for many years now. ***'s transparency, insights, expertise, and advice have served to build our trust and confidence in his financial skills. He is always available and takes time to clarify any of our questions or concerns about our financial future. As his clients, *** cares about us. We are very grateful to have *** as our Fiduciary.

  • Rick S

    Date: 11/08/2023

    I cannot say enough about Dedicated Financial Services. Their support team including *****, *****, **** and ****** as well as ************************* (owner) are all top notch. *** is a Retiree Advisor, Certified Life Coach and Certified Financial Planner as well as a Fiduciary. *** and his team are very knowledgeable with the current market conditions. He first spends quality time with you to gauge what it is you want to accomplish in your financial future and prepares a package to suite your needs and wants.I feel extremely comfortable with Dedicated Financial Services in handling our financial affairs in retirement and would definitely recommend them for anyone close to or already in retirement.

Dedicated Financial Services is BBB Accredited.

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