Services Offered
401k and Retirement Planning
Expert management and optimization of 401k investments to ensure long-term growth and security.
Investment Portfolio Management
Personalized investment strategies tailored to your risk tolerance and financial objectives.
Tax Strategy Consulting
Comprehensive tax planning services to minimize liabilities and maximize savings.
Financial Education and Coaching
Educational sessions to build client understanding of markets and personal finance.
Comprehensive Financial Planning
Holistic financial plans covering goals, risk management, and future preparations.
Reviews
4.2(5 reviews)
Rating Distribution
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4
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3
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Nicholas Imamshah
via Google
3 months ago
I started working with Parker Long 3 years ago under the guise of managing my 401k investments, but with the secondary intent of building my own understanding of the market. Parker has been a consistent wealth of knowledge for me in that time and my competency reflects it just as much as the portfolio's performance.
M
Massimo Cvia Google
7 months ago
Great experience working with Daniel Manzella on my 401k and tax strategy. Very knowledgeable, would highly recommend!
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Chris Dakinvia Google
about 1 year ago
I question the 100% 5-star reviews. Commission based. Pushed a product to me that they could not explain the allocations or market drivers impacting the product, promising more details after I purchased the product. Promised a personal plan that never came to fruition -- instead for the annual fee I received a quarterly slide deck of canned generic info that I could research myself.
E
Erin Naglevia Google
over 1 year ago
I've been working with Associate Manager Austin Wallace for a few years now, and am truly thrilled with his service! When you look at my portfolio performance graph you can clearly see when he began advising me, and my investment growth since that time has been ALL positive and steady. The cost for service is surprisingly low, especially for such an important and (to me) overwhelming and confusing necessity like financial planning. Austin is kind, gentle, super responsive, and makes himself available for meetings within a few days with several day/time options always offered. His personality exudes knowledge, but he's also reassuring and provides a great deal of education each meeting, and is not at all pushy, or rushed. I've learned so much because of Austin Wallace, and deeply trust his expertise. With great confidence, I highly recommend Austin Wallace at FL Financial Advisors to entrust with your preparations for your future.
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Sandra Jalbertvia Google
over 2 years ago
Matt Falt is an excellent advisor! He cares about his clients and it shows. It is so easy to talk to him. He makes you feel like family. He is extremely knowledgeable and takes the time to really listen and understand my objectives. He works within my risk tolerance/comfort level. He has restored my confidence that I can reach my goals!
