AIO Fee Only Financial Planners

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Opinions

• Melissa Maguire

  Jul, 10 2018
  ★ ★ ★ ★ ★
  I've been going to AIO for several years. They're truly All In One financial planners. I like Bill's straightforward style, lack of financial bias, and socio-environmental conscience.
• A Google User

  Mar, 27 2018
  ★ ★ ★ ★ ★
  Financial Freedom Associates is a fee-only financial planning firm that focuses on all aspects of your financial well-being. Because they are strictly on retainer and don't sell any products, you can be certain they are giving advise that's actually in YOUR best interest- not in the best interest of their pocket book! Bill's knowledge as a CFP on Investments and market conditions was quite remarkable and his ability to break down the information so you can actually understand it- was great! Sylvia is also a CFP and her experience in the field along with her expertise in Estate Planning and Retirement matters really helped to address topics I hadn't even considered. And Shannon as an Enrolled Agent, was able to provide some really great tax advise. I liked the comfortable environment of the home-based office, and was very happy with my experience all the way around! I would recommend FFA Financial to anyone!
• Kemper Brightman

  Dec, 03 2017
  ★ ★ ★ ★ ★
  Hard to find a financial planner with specific expertise in the sustainability sector. Big thanks to AIO for all the help.

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