Cerity Partners

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Aesthetica Contemporary Dentistry

via 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

via 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

via 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

via 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

via Google

Wendy avec Paladini financial a été si formidable et soutenante pour moi et mon cabinet dentaire !! Je travaille avec elle depuis que j'ai acheté mon cabinet dentaire il y a quatre ans et elle a été comme une amie pour moi et une conseillère de confiance. Elle m'aide à rester au fait de tout ce qui concerne les finances du cabinet et aussi ma planification financière personnelle. Lorsque j'ai acheté le cabinet, j'ai aussi collaboré avec Johnny pour une évaluation afin de voir si je devais acheter ce cabinet. Toutes mes expériences avec eux ont été positives, et je n'hésite jamais à les appeler pour leur demander des conseils... même sur des choses non financières, car ils disposent d'une telle ressource à puiser auprès de clients partout dans le pays (j'ai demandé des conseils sur où obtenir de l'aide marketing et un support informatique).