Want to grow your business? We've launched a Customer Success Marketing platform at SocialProof
Learn More

Financial Planners in your Network

There are 300 recommended Financial Planners on Stik. Read reviews from people you know to find the best local Financial Planner.

Review by Ruth-miriam Garnett

I grew up with Steve and remained in touch throughout college and in our professional lives immediatley following. In business, as in all environments, he is focused, extremely well prepared and consistently ethical. His advice is considered, and he is patient when explaining options. His impeccable preparation and brilliance are rare, and I am grateful for the years of our interaction.See MoreRead Less

Review by David Griffith

I have known David for almost decade and I also sold insurance with David for about nine months. I know firsthand David puts his integrity first before any sales. He can almost always save you money on insurance because he works with so many of the best insurance providers. David shops around for you and gets you the best deal. He is able to sell all types of insurance including individual medical, group medical, Medicare, disability, long term care, and even some retirement products. I would trust David fully with any insurance needs I have.See MoreRead Less

Review by Keith Thompson

Very informative professional who bring tax saving awareness to everyone. Mr. Botkin C.P.A. is here to help us all with our future needs for savings, planning, retirement, family and daily business success! A valuable professional indeed. I truly recommend him.See MoreRead Less

Review by D'adran Bryant

I recommend Mrs. Tori Mccollum as an Office Manager and Marketer. Persuasive, reliable, methodical, highly motivated and extremely creative are a few words I would use to describe Tori's strong suites. The level of enthusiasm and motivation Tori brings to every project is infectious fueling team spirit, productivity, team strength and continuity amongst co-wokers. You can count on Tori to consistently make unselfish team contributions without exacting praise. While she periodically struggles in the area of patience, she more than makes up for it in business acumen, industry knowledge and a highly regarded finished product. She demonstrates maturity, command of the english language and strong presentation skillsets which are desirable in any organization. My recommendation is predicated on a personal and professional relationship with her and her family. It is both my honor and privilege to share these sentiments.
See MoreRead Less

Review by Raymond Ciafardini

Konstantina and I worked together several years ago. She was then and continues to to the consumate professional in all aspects of her life. Her drive and determination make her an unstoppable force.See MoreRead Less

Review by Joey Ellwood

I've known Ed for a long time and couldn't ask to be involved with a more dedicated individual. His passion for his work and genuine care for others seperates him from most. In one instantce, he spoke to our wrestling team about positive affirmations and ways to improve. I attribute my transformation as an individual and athlete to this as I saw he did care and knew what it took to succeed. If you want to succeed, listen and become involved with Ed.See MoreRead Less

Review by Ayanna Bradford

I met Ms. Satcher in high school. She has always had that a undeniable personality that was fun loving but also straight to the point. Last year I was having a terrible personal crisis and Ms. Satcher reached out to me. As I listened to her I literally began feeling better. She gave me that boost of confidence that I needed to keep pushing to fight my way through my hardship. LaTonya's drive to succeed has made her the woman she is today. She has six children and I know that she has seen hard times. But what separates her from the rest is that she does not allow her circumstance to dictate her future.See MoreRead Less

Review by Paul Martinelli

I have know Charlie for over fifty years from our days at Bishop Neumann High School in South Philadelphia. I have not had any direct business with Charlie but can speak to his character. Through high school and the last fifty years, I can only describe Charlie knowledgeable in his field, trustworthy and honest to a fault.See MoreRead Less

Review by Carolyn Badalucco

Jake Caramico's innate ability to explain even the most complex aspects of investing and money management sets him apart from other financial advisors. His professionalism and wealth of knowledge is incredibly impressive. His dedication to helping families achieve financial independence never wavers. I can, without any hesitation, recommend Jake to anyone who is looking to improve their financial health.See MoreRead Less

Review by Lynette Mutter

Rudy, it was great meeting you when you spoke in Lynchburg. I think you have the brains, feel you have the compassion, and I hope you have the energy to pull these grand plans off! God willing, I'll be backing you all the way...See MoreRead Less