Services Offered
Personalized Financial Planning
Tailored strategies based on your specific goals, risk tolerance, and life stage, with regular reviews and adjustments.
Retirement Planning
Comprehensive guidance to map out and grow retirement savings, ensuring a secure and timely transition into retirement.
Investment Management
Expert portfolio management with proactive monitoring and adjustments to optimize growth and minimize risk.
Quarterly Check-ins
Regular touch-base meetings to review progress, answer questions, and provide reassurance during market fluctuations.
Goal Setting and Tracking
Structured approach with actionable financial goals set at each meeting to drive consistent growth and achievement.
Reviews
5(5 reviews)
Rating Distribution
5
5
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3
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1
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J
Janell Staples
via Google
about 1 year ago
I have been working with Dan at Latitude Financial Group for about a year now. He is knowledgeable, responsive, and truly cares about my financial well-being. He took the time to understand my specific financial goals and created a personalized plan that's been incredibly effective. Dan is always available to answer my questions and explain things clearly. My financial future feels much more secure thanks to his guidance. I Highly Recommend the Latitude Financial Group!!
P
Pia Biltoftvia Google
over 1 year ago
Scott has been my financial advisor for several years. He helped and guided me on my journey to retirement. He is professional yet personable, knowledgeable and trustworthy. He has always been there to reassure me when the money markets got wonky. Very approachable and non judgmental. He checks in quarterly to see if we want to meet up just to ‘touch base’, which is very reassuring to me. I would encourage anyone looking for financial guidance to contact Scott
M
Mary Gardnervia Google
almost 2 years ago
Dan Grote has been our financial advisor for 8 years. He sat down with us prior to our retirements to talk about the best approach for our financial future. Throughout the entire process Dan answered all our questions, provided scenarios which were easy to understand and assured us that he would be watching our investments so that if changes to our plans were needed he would let us know. I highly recommend Dan for all your financial needs
C
Chris Winvia Google
almost 2 years ago
I have worked with Scott Cody for 20 years. In that time, Scott has given me financial goals at each of our meetings to work on before our next meeting. This process has solidly helped me to grow my investments and be in a financial place that I could never imagine. When I met my now husband, he also began working with Scott. He started with $11,000 in retirement investments and has now grown that to over $700,000! We both appreciate all of the help and pragmatic advice Scott has given us over the years! Because of Scott's guidance, we are beginning to map out our retirement plan ... sooner rather than later! We couldn't have done it without Scott!
C
Chloe Murphyvia Google
almost 2 years ago
Dan has been my financial advisor for 20 years. When we first met he asked questions about my financial needs and goals. He then put together a plan and explained it to me in words I could understand and even visualize. This plan has changed over the years but he always did what was best for my financial future. He explained these changes to me and only went forward with my approval. Dan's management of my portfolio has provided me with security and peace of mind.
