Services Offered
Wealth Management
Personalized investment strategies and portfolio management tailored to your financial goals and risk tolerance.
Retirement Planning
Comprehensive planning for retirement, including savings strategies, income planning, and long-term security.
Estate Planning Coordination
Connecting clients with trusted estate attorneys to ensure proper legacy and asset protection.
Tax and Insurance Advisory
Guidance on tax optimization and insurance solutions through partnerships with expert professionals.
Financial Consultation
Holistic financial advice covering budgeting, debt management, and overall financial health.
Reviews
5(5 reviews)
Rating Distribution
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Liz Coleman
via Google
almost 8 years ago
We have been so pleased with the whole team at Buttonwood. Financially a win and we feel well informed and advised. Thank you Buttonwood for all your expertise and concern for our well being and future. And for your friendship!
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Nichole Collinsvia Google
almost 8 years ago
Solid Advice and Trustworthy People, my family has worked with Buttonwood for the last ten years and we have always been thrilled with their services. I would immediately recommend them to anyone who needs financial advice with a personal touch.
D
Derek Mannellvia Google
almost 8 years ago
I have had the distinct pleasure of working with Buttonwood for the last 8 yrs. i am always impressed by the level of service and the unparralleled professionalism. I would recommend John, Vince and the rest of the great group to anyone that is looking for a firm that takes a very personal comprehensive approach to your financial picture.
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Dale Russellvia Google
almost 8 years ago
My wife and I have been with Buttonwood for about 12 years now and they have provided us with exceptional financial services the entire time. We can't say enough good things about their quality of care and attention to detail. We are definitely not one of their higher end clients, but you wouldn't know it with the way they treat us.
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Betsy Svia Google
almost 8 years ago
We love the team at Buttonwood Financial Group and feel so blessed to have them looking after our financial well-being. They're incredibly responsive, they cover all the bases (the Buttonwood team has connected us to a wonderful group of other professionals - an estate planning attorney, an insurance person, a mortgage broker, a tax accountant, etc.), they simplify my life by taking on a lot of tasks so I don't have to, they're honest, they're nice people, and they really genuinely seem to love what they do, which is exactly what we want in someone we're entrusting our life's savings to. I wouldn't hesitate for a second to recommend them. They really are the best.
