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Business Profile

Retirement Planning Services

Financial Strategies Consulting, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 30 Customer Reviews

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Review Details

  • Jeffrey A

    Date: 05/16/2024

    Financial Strategies Consulting provides professional services with client focus as their primary purpose. They were instrumental in helping set up end of life planning and walking us through the process every step of the way. They have been responsive and available any time there were questions and concerns regarding financial planning. This team has provided knowledgeable and trustworthy service to our family for years.

  • Marcia G

    Date: 05/14/2024

    I found William Smith to be very easy to work with. He was able to explain things in a clear and concise manner. He listened to my needs and worked with me to better my financial needs. I would highly recommend him to anyone who needs help with financial decisions. He is very knowledgeable and shares many resources to help in making important decisions.

  • Tiffany J

    Date: 05/10/2024

    William is very resourceful when it comes to your financial needs and very attentive to detail. He definitely do his homework when finding the right plan for you and your finances.

  • Michelle B

    Date: 05/09/2024

    William is a very thorough, professional insurance agent and financial strategy consultant.He has been my insurance agent for over seven years and I trust his guidance 1000%.William has shared many wealth building ideas and has always been sincere about helping me. I would refer anyone that I care about to him for their insurance and financial planning goals.

  • Malika K

    Date: 04/26/2024

    Mr. ********************** is very knowledgeable and kind. He worked with me and gave me helpful tools and knowledge and resources to be able to build a foundation for my finances. I would recommend anyone in their financial journeys to work with him. He cares about the people he helps by guiding them towards finding long term solutions for their financial problems.

    Financial Strategies Consulting, Inc.

    Date: 04/27/2024

    Thank you and I am looking forward to assisting you today as well for years to come

  • Katherine E

    Date: 04/18/2024

    Mr ********************** really knows his stuff. This book provides valuable information about planning for retirement. I would highly recommend to anyone over 40.

  • Christi C

    Date: 04/17/2024

    William is always willing to educate his clients with great insight. He shared his book with me that was informative and a must-read guide for all investors. I look forward to working with him in the future!

    Financial Strategies Consulting, Inc.

    Date: 04/24/2024

    Thank you and I am looking forward to working with you as well

  • Sharon J

    Date: 04/12/2024

    I recently met Mr. ********************** at a ********* in March and started a general conversation and before I knew it, he was telling me about his financial strategies company. ***** I was supposed to run into him that day because I told him that I want to start my own small business and I just knew he would be the one to help me. Mr. ********************** has been nothing but professional and he follows up quickly and effectively. Even after reading part of his book which I do recommend. He really does want to tailor your financial needs to your personal goals in life. Everyone has different wants and needs in life and Mr. ********************** really seems to care about what financial path suits you best. While everyones goals might be different, he was helping me on what type of business would make sense for me. I didnt even know about an S Corp until Mr. ********************** told me. He is always quick to offer resources and gives you knowledge about things you might not know about or just seem interested in. I am looking forward to working with Mr. ********************** as my business goals and future financial decisions continue to evolve and grow. I highly recommend him if you are looking for someone that is genuinely trying to help better your future whether it be saving, opening a business, purchasing a home or even venting a little bit in his office.. Lol. He is a great listener. So go check him out ??

    Financial Strategies Consulting, Inc.

    Date: 04/13/2024

    Thank you and I truly enjoy assisting people and helping them reach their goals in life

  • Frank L

    Date: 04/12/2024

    Mr. ********************** has been a concerned guide throughout. He was and is deeply dedicated to helping us navigate through all of our questions and has advised us well.

    Financial Strategies Consulting, Inc.

    Date: 05/06/2024

    Thank you again for your support

  • Irene R

    Date: 04/12/2024

    Financial Strategies Consulting, Inc. is phenomenal! It is a One Stop Shopmeaning all your retirement and investment needs can be /will be taken care of in the hands of this team of professional, knowledgeable, honest, caring and accommodating individuals. I have been a client of this company for more than six years and I could not be any more satisfied with my results in their retirement and ****************!!******, **

    Financial Strategies Consulting, Inc.

    Date: 04/27/2024

    Thank you for your being a great client

Financial Strategies Consulting, Inc. is BBB Accredited.

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