Reviews

Review Details

• Review fromBarbara K

  Date: 05/08/2025

  Very efficient. All the necessary paperwork was done and ready for me to sign. Mr. ********************** made sure everything was in order before turning it over to me. He thoroughly explained everything in terms I could understand. I requested a couple changes. They were done quickly and to my liking. Will recommend without hesitation.

  Financial Strategies Consulting, Inc.

  Date: 05/10/2025

  Thank you and I am glad you were satisfied with our services

• Review fromAlan B

  Date: 11/11/2024

  I have worked with William Smith for many years and appreciate his honesty and professionalism. I enjoy that he always offers multiple options that addresses our specific needs. He is always available and quick to respond. I would highly recommend him as a superb resource to help you with your financial planning. William will always guide you in a way you can trust.

• Review fromRustee L

  Date: 10/25/2024

  William Smith is a very experienced and competent financial advisor. He strives to give his best to his clients, and is very helpful. He will answer your questions, no matter how many you have, and will go out of his way to help you decide on what you need, I highly recommend him.

• Review fromAllaine H

  Date: 10/19/2024

  After a very informative seminar I decided to have William Smith take care of putting everything into a trust He was upfront about the process and what to expect His professionalism and knowledge was excellent I highly recommend him for anyone looking to start a trust/will/POA

• Review fromElaine M

  Date: 09/09/2024

  In todays world, it is rare to meet a man who says what he means and means what he says. William Smith is such a man. He elicits trust. He sincerely wants to help people. His manner is respectful, responsive, patient and direct. His work ethic includes honesty, diligence, and reliability. William goes above and beyond expected results to make sure that his clients have exactly what they need. And I, for one, am grateful! I can recommend him whole-heartedly to anyone who needs products in his area of expertise including financial strategies, estate planning and even some areas of health.****** M

  Financial Strategies Consulting, Inc.

  Date: 09/10/2024

  Thank you and all of our customers allows us to add value and make a meaningful difference in peoples lives

• Review fromSuzanne W

  Date: 07/24/2024

  William Smith has provided a valuable service and gone over and beyond in support and help for me in navigating forms and dealing with shares which I know nothing about.He is professional and experienced and can be well trusted.

• Review fromRenee S

  Date: 07/15/2024

  William gets 10 stars. He will bend over backward for his clients - always going above and beyond. He is incredibly knowledgeable - even my insurance agent was blown away by his knowledge on a complicated situation we were dealing with. You will not regret working with him - you will be THANKING HIM for blessing you with his knowledge and expertise regularly!

• Review fromCarol M

  Date: 07/03/2024

  I recently went to a seminar regarding financial strategies with William ********************** as an expert. I decided to get the free consultation offered. This man is extremely knowledgeable and goes overboard assisting people with the very best personal estate planning ever! He is not a "fast sell" type person. He honestly treats customers as his own family. He fully describes options and makes sure they are the best for the client. He has been in this business for over 30 years and knows exactly what will benefit each individual's needs. He even found out where I could get more money coming in from an *** I had. I was amazed at how quickly and thoroughly he put my trust together! He takes a fine tooth comb though the paperwork to make sure it is perfectly done. He is very detailed and organized. He even goes out of his way to handle issues that his clients are not comfortable with, such as making the needed business phone calls, etc. His prices are quite reasonable for all the work he does. I highly recommend Mr. ********************** to reduce any worries regarding your financial security. I can sleep better now, knowing my assets are protected and my children will benefit after I am gone.

  Financial Strategies Consulting, Inc.

  Date: 07/05/2024

  Thank you and I am looking forward to working with her in the future as well

• Review fromCharles G

  Date: 05/31/2024

  William Smith is the most knowledgeable financial advisor and planner that we have ever done business with. We have utilized his services for over 6 years and we could not be happier. He has set us up with life insurance, annuities, and other investments; that have really paid off. We trust him explicitly; and will vouch for his integrity. He takes all of the time to explain everything that he recommends and why. He has always arrived at our home when he said he would. In the event that he is tied up in traffic or is unable to arrive exactly when he said he would; he always calls and keeps us informed when he will arrive.William also set us up a trust with power of attorneys, and advance directives.Sincerely,***** and ***********************

• Review fromHeather B

  Date: 05/20/2024

  For the last 5 years , William has taken care of my grandmother, my mother, and myself with investments. We met many times to discuss and for me to learn about his products. William was very patient and very thorough with everything that he presented to us. I am a very fast paced person and he never fails to call me back or text me. I usually wait to the last minute to do everything, so with that being said.. he was a winner for keeping up with me! I would refer him 100% to anyone!