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Fyooz Financial Planning
Fyooz Financial Planning: Alinear el dinero con tus valores.
5
Business
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Fyooz Financial Planning: Alinear el dinero con tus valores.
Fyooz Financial Planning es una consultora de planificación financiera con sede en Minneapolis, dirigida por los CFPs Dan y Natalie. Ubicada en 121 N Washington Ave, personalizan planes de acuerdo con las metas y la tolerancia al riesgo de cada cliente, ofreciendo varios niveles de servicio y opciones de precios. Los clientes elogian una orientación imparcial con un razonamiento claro, un estilo moderno y accesible, y un servicio atento; además de contenido educativo en Instagram.
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Planes a medida que abarcan inversiones, jubilación y decisiones financieras importantes basados en tus objetivos y valores.
Recomendaciones de inversión imparciales y sin comisiones, con un razonamiento claro para garantizar tranquilidad durante la volatilidad del mercado.
Estrategias para asegurar tu futuro financiero, adaptadas a tu tolerancia al riesgo y a tus objetivos a largo plazo.
Guía y educación personalizadas para ayudarte a entender y gestionar tus finanzas con confianza.
Soporte proactivo, resúmenes periódicos y respuestas rápidas a tus preguntas para mantener tu plan en buen camino.
Calificación general
Daniel Borup
We greatly enjoyed working with Natalie at Fyooz last year and would highly recommend Fyooz to anyone! Having multiple service level & price options to choose from was unexpected and helpful, and we felt we received excellent guidance. Natalie went beyond just learning about our money - she also focused on our values and goals to help make sure our financial plan reflected both.
Adam
Not only are Dan and Natalie both incredibly knowledgeable as CFPs, but they’re both very kind and helpful. My wife and I assumed financial planners were for the ultra rich only, and for people much older than us. Natalie and Dan have shown us how wrong we were! We couldn’t recommend them enough.
Robert Dell Angelo
My wife and I have been extremely pleased with Fyooz. Natalie and Dan provide exceptional service. They spent the time to get to know our goals, backgrounds and risk tolerances and only then provided us with a specific plan tailored to our situation and objectives. Unlike typical brokers, their recommendations are not biased by commissions, which I think is critical. I also very much appreciate the fact that they don’t simply provide recommendations, but give the reasons for their advice — that gives us peace of mind during the inevitable periods of market volatility. Finally, they are a pleasure to work with in all respects — prompt to respond to questions, thoughtful, proactive, and they obviously care very much about their clients.
Kanika Couchene
My husband and I were looking for financial advisors that were knowledgeable and that we would be comfortable with. Dan and Natalie fit the bill perfectly! Honest, hardworking and reliable! We really loved working with them and will continue to recommend them to anyone that is looking for financial planning!
Molly Fuchsel
Natalie and Dan offer a refreshingly modern approach to setting up and securing your financial future. Whether you enjoy diving into your personal investments/retirement plan/major financial decisions or you’re looking for someone else to watch over those things for you, they will accommodate the meetings to what you’re actually interested in. Otherwise, they keep great records of the stuff you just prefer a recap on. They bring fun to finances and are incredibly knowledgeable. I appreciate their Instagram posts/videos because I learn something new and they are very down to earth. Highly recommend!!!
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