Cerity Partners

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Aesthetica Contemporary Dentistry

vía Google

As our successful, established dental practice grew and evolved over the years, it became apparent that we needed to seek the guidance of a financial planner. It was crucial that we find a professional that was not only attentive to the fine details of personal and practice finances/assets, but also exuded an energetic, positive, and vibrant personality. After meeting Wendy Kelly, CFP at Paladini Financial Management, we never looked back! We've been working with her for years now, and have recommended her to other practices as well. Wendy has a financial plan for every aspect of life, and makes it so simple for us not only run our practice, but to thrive personally as well. She makes herself available for questions any time. We enthusiastically recommend Wendy Kelly!

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Whitney Clifford

vía Google

We’ve been working with Paladini Financial Management for a few years now and have had a great experience! Wendy is knowledgeable, genuine, prepared, and such a joy to work with! She gives great advice that includes several different options. She is responsive, trustworthy and a breath of fresh air! I highly recommend Paladini!

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Melvin and CA Washington

vía Google

We have worked with Paladini over the last few years and it's been an amazing experience! Wendy has become a trusted advisor and constantly provides valuable insight, cost savings, and planning strategies that make a meaningful difference. We highly recommend and spread the word whenever someone is looking for a partnership that balances both reaching short-term goals while achieving long-term goals.

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Matt Wilkinson

vía Google

I have entrusted my practice and personal finances with Paladini Financial Management since 2014. I could not imagine working with anyone else. I had a very bad impression of financial planners after leaving Cain & Watters and they completely turned me around. I completely trust their advice and they have helped me achieve things I could not have done on my own. Wendy Kelly has been invaluable with her advice and a variety of topics ranging from personal finance, to practice administration and even staffing issues. My practice and personal finances are stronger and healthier because of her. The combined experience and knowledge of everyone at Paladini Financial Management is amazing. If you are looking for a financial planning firm that will go above and beyond, look no further.

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Alana Macalik

vía Google

Wendy con Paladini financial ha sido tan genial y me ha apoyado mucho a mí y a mi negocio dental. He estado trabajando con ella desde que compré mi consultorio dental hace cuatro años, y ella ha sido como una amiga para mí y una asesora de confianza. Ella me ayuda a mantenerme al tanto de todo lo relacionado con las finanzas de la oficina y de mi planificación financiera personal también. Cuando adquirí la práctica, también trabajé con Johnny para realizar una valoración y ver si debía comprar esta práctica. Todas mis experiencias con ellos han sido positivas, y nunca dudo en llamarles y pedirles asesoramiento... incluso en cosas no financieras, ya que cuentan con un gran recurso del que sacar provecho con clientes en todo el país (Pedí asesoramiento sobre dónde obtener ayuda de marketing y soporte de TI).