Want to grow your business? We've launched a Customer Success Marketing platform at Waymark.
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 Romy Claros Pardo

I've known Luis for many years, and let me just say that there is no person as competitive, efficient, responsible, serious, trustable, loyal and hardworking as him. He has many qualities, and integrity and honesty are in his top list.....I only have good comments about this person and the best references from me....See MoreRead Less

Review by Darie Hamilton

Hi Yolanda, you're perfect as a professional in this field. You can provide a great service to those who are inhibited in their sexuality. You are a natural and will provide guidance to many.See MoreRead Less

Review by Phillip Jones

Scott Roberts is a phenomenal person. He's always learning to stay ahead of the curve for his customers. He's honest and hard working. Don't think twice about doing business with Scott!See MoreRead Less

Review by Dale Hill, MS

I have known Vivian for several years from her work with the South Carolina school system. I have found her to be of high integrity, professional, thorough and detail oriented, highly competent, and very dedicated. I would also recommend her for any business alliances.See MoreRead Less

Review by Diann Hullett

Matt was there for me when my husband passed away. He was very fast acting and got my money to me within a couple of days. There was a small problem with a $2000 policy my husband held with the fire department. Matt continue checking and found a paper had been misfiled and he then got the money issued to me immediately. He checked on us several times tom ake sure we were okay and satisfied with everything. There was never any pressure to do more than I could do. He was honest and trustworthy. Reliable. Caring.See MoreRead Less

Review by Larry Conley

I've known Todd Hickman for over twenty five years, two of those years we where roommates. When your roommates you learn about each other, there goods and there bads. So here we go, I've always admired Todd for his Honesty and Trustworthiness. He's alway been very Professional in every business deal he's done. Not only dose he care about the deal, he also cares for his clients well being. He's one of the most knowledgeable, and personal individuals I know. And the only bad thing about Todd Hickman, well he's not as good as a Dancer as I am....lol. That's why I am proud to call Todd Hickman my friend..........Larry Conley.See MoreRead Less

Review by Lorraine Rubel

Rob is Knowledgeable and Trustworthy.... A good combination for the financial field. He is always on top of his game and aware of the day to day climate in the industry. His dedication to his craft affords him the ability to dissect an individuals needs to properly advise them for financial success.See MoreRead Less

Review by Steve Rizza

I have been a business partner, associate, friend and confidant of Paul for the better part of the last decade. He is a devout familly man, dedicated to God, his lovely Wife Faith, his beautiful children and his Primerica business. He is a man of honesty and integrity and someone that I am proud and blessed to know....And, he most certainly can hold a note!

Sincerely,
Stephen P. Rizza
Regional Vice President, Primerica.
See MoreRead Less

Review by David Fasnacht

I have known Thomas for a couple of years now. I am an affiliate with an energy company also. I was new, not long ago. And like a real leader in the business, Thomas is always there when I need help or an answer. He is a wealth of knowledge in his field. He is the definition of integrity in my book.See MoreRead Less

Review by Joanna Brene'e

I have known Timothy McDaniel for 6 years. He is an outstanding individual that thrives to teach financial literacy, especially amongst young adults. Mr. McDaniel demonstrates a keen sense of learning the ins and outs of being successful and passing that knowledge to others. While attending San Jose State together, he took me under his wings and taught me how to make my time and experiences beneficial to my future business endeavors. I highly recommend Mr. McDaniel as an outstanding Business Development Coach.See MoreRead Less