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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

  • Joyce A

    Date: 04/04/2024

    When I first met William approximately 9 years ago, I was impressed with how he presented himself; professional, confident and very knowledgeable. Throughout the years, William has always been prompt with our scheduled meetings. He always has materials as proof of the validity of what he is presenting. He introduces new information in a manner that can be understood. William is very genuine and up front. His integrity is at the top of the charts. I would highly recommend William and his Financial Strategies Consulting Group. What a great Team they make.

  • Felicia B

    Date: 04/03/2024

    Mr ********************** has been my Agent for many years now. Im very honored to have him as one. He definitely has helped me with more knowledge about life insurance, becoming a new homeowner, taxes & other financial strategies that are available for me. He has a great compassion when it comes to helping others. For that I say Thank You & continued Blessings from my family!

  • Vanessa H

    Date: 04/02/2024

    William is very knowledgeable of products on the market and what works best for you and your goals and/or situation. He really cares for his clients !

  • David B

    Date: 01/10/2024

    A good experience. ****** is well educated in his services. His patience and ability to listen are 2nd to none. The entire process was flawless.

    Financial Strategies Consulting, Inc.

    Date: 01/11/2024

    Thank you

  • Gretchen H

    Date: 09/05/2023

    William is a very professional business man. He listens to your needs and concerns and gives you all of your options. Tells you the pros and cons of all the aspects of your choices. He follows up with you to make sure of your decision and then keeps tabs on ensuring your needs are met. Highly recommend him for any financial needs!

  • Peggy V

    Date: 03/03/2023

    We've worked with William for 10 yrs & even though we moved out of state he's continued working with ********* as if we still lived close by. He's never led us wrong. In fact his knowledge of where we should invest to best fulfill our long term needs has continuously earned us money during times when most people were losing. He listened to our needs & concerns and carefully planned out several options for us to review. He didn't rush us to make a decision but instead met with us several times to further review our questions and put us at ease. We was very nervous & he understood. We chose an option he felt best fit our needs and we have never lost a single cent on our investment over the past 10 years. In fact we just closed out another two year segment in which during a time when the market has been so volatile we earned over 9K on our investment. Another thing to know is that William's customer service is fantastic. He returns calls/messages in 24 hrs and normally the same day. We can't say enough good about him.

  • Pecolia K

    Date: 12/19/2022

    ******* K William Smith and his team at Financia Strategy Consultants are #1 . Exceedingly knowledgeable and friendly. Things I had no idea about was explained to me with understanding. His knowledge and his need to help made me feel confident in my decision making. I would definitely recommend Financial Strategy Consultants to anyone looking for the best financial strategy! You wont be disappointed! Highly recommended!

  • Louise B

    Date: 10/30/2022

    William Smith has been, and continues to be, amazing. So knowledgeable! His communication is off the charts. William is thorough and leaves no stone unturned. I am so grateful to my dearest friend who recommended him to me after I told her the mess my previous financial planner had made of the most important matter at this time of my life. Each off my three daughters will be meeting with him very soon. Highly recommend!!

  • Lisa P

    Date: 10/27/2022

    I can't say enough about this team. They have been extremely responsive and helpful throughout my taxes and retirement rollover. William and his team have been excellent in breaking down information that I did not understand and clarifying information that is really difficult given the state of our current economy. I would recommend FSC to my family and friends and feel confident that they will do a great job just like they have done for me.

  • Sheena S

    Date: 10/07/2022

    William and his team did a amazing job with helping me figure out the best business strategies for my business. I was able to gain a accountant in which I truly adore, and I look forward to learning more from William and his team!

Financial Strategies Consulting, Inc. is BBB Accredited.

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