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Frazier Financial Advisors, LLC
Frazier Financial Advisors, LLC: Asesoramiento experto para aclarar metas y lograr el éxito financiero.
4.2
Business
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Frazier Financial Advisors, LLC: Asesoramiento experto para aclarar metas y lograr el éxito financiero.
Frazier Financial Advisors, LLC ofrece asesoramiento financiero informado y accesible en Columbus, Ohio. Los clientes elogian a un equipo dedicado que responde preguntas y ayuda a aclarar y alcanzar metas financieras, con Maddi Keegan destacada por su servicio atento, compasivo e inteligente. Una reseña señaló preocupaciones sobre la alineación de las inversiones, lo que ilustra que las experiencias pueden variar.
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Análisis integral y desarrollo de estrategias para la jubilación, la educación y las metas de patrimonio.
Gestión de carteras personalizada y asesoramiento de inversiones, adaptados a su tolerancia al riesgo y a sus objetivos.
Orientación sobre 401(k), IRAs y otras cuentas de jubilación para asegurar su futuro financiero.
Servicios integrales que incluyen planificación patrimonial, estrategias fiscales y asignación de activos.
Sesiones individuales para responder preguntas y ofrecer asesoramiento experto sobre asuntos financieros.
Calificación general
Logan Hogrefe
Danielle Torchia
Frazier Financial has assembled an outstanding team of knowledgeable, approachable professionals who are always ready to answer questions and provide guidance. They've been instrumental in helping me clarify and achieve my financial goals. It's truly a pleasure working with such a dedicated group—highly recommend!
Adam Longstreth
Maddi Keegan (and her team) at Frazier Financial are such a joy to work with. She is caring, compassionate, smart, and knows her stuff! I would highly recommend her to anyone for any and all of your financial needs.
Taylor Cox
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Do not use this place for your investingWas supposed to meet with jane only and During the process a guy named benji was there Had no clue, he was gonna be there.Nor did jane relate this information to me beforehand I thought the meeting went very well When I told them I was a big fan of dave ramsey benji Told me he watched it before and he thought it was entertaining That was the first red flag Meaning that he had a different agenda than what I believed in. In other words he wanted me to invest in Funds that he wanted me to invest in It doesn't work that way. When I hire you, you guys work for me. Not the other way around. I even suggested to him to take a look at my stocks that I previously had. Told me he didn't need to look at them He also stated that They didn't have any ties with other mutual funds companies That was red flag number 2. Because they only work with fidelity and charles schwab meaning they have some type of contract with them Benji also stated To me that all his clients were invested in the same exact stocks.Red flag number 3 Everybody's different they shouldn't be invested in all the same stocks Unless you have a contract with those mutual companies From the first time I met Benji had a bad feeling about him. Gave off the vibe as a know, it all And that he was better than me. At the end of the meeting I let Jane know.I have some questions that I wanted her to answer for me which I had written down These were basic questions. Is about certain things that I look for in a financial visor And also Questions about you as a personal adviser They they tell you that they can get a plan together for you for 1500 dollars Red flag Number 4 So the very next day jane emails me the thing she needs for me to get the plan going Goes on and on about how she enjoyed meeting me Then once I email her back about the questions to see if she completed them Then she states were not a good fit. Red flag number 5 I've explained to her.This is how the process works If i'm going to hire you i'm going to interview you first Then she states that she would give me numbers to other advisers in the area that could help me She never did.Email her once again to remind her and she's never responded To me this is very bad leadership And I highly recommend that you do not deal with people Like this.
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