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 Tony Hutto

Michael, leads with Integrity which is essential in leadership. Also when it comes to influencing and inspiring others, nothing speaks louder than his credibility. He is someone that everyone who knows him is proud to call him their friend.See MoreRead Less

Review by Nick Cifonie

I've known and networked with Jeff for years... I would absolutely trust and d business with Jeff whenever I had the chance!
/> NickSee MoreRead Less

Review by Nate Currin

Beau has always been a wise voice for myself and my business when it comes to financial advice, wisdom about money, savings and spending, and direction on life and business. I've known Beau for quite some time now, and he's already been aware of my needs and used that knowledge to steer me in the right direction. I whole-heartedly recommend Beau Henderson for all your financial advising and coaching - he's the real deal!See MoreRead Less

Review by Richard Gennari

Tia is a highly qualified and personable financial services representative and facilitator. We would recommend her to everyone who is looking for assistance with planning for all areas of financial needs. She assisted us with our life insurance, securities and training us in ways to plan for our future. Her honest concern for her clients and their needs is apparant for anyone she serves. Tia relates to the client where they are at personally and financially affording them the respect which is so often needed in our current economy. She is willing to answer or find the answer to any question which might arise in the process. We would highly recommend her to any person who needs guidance and help in planning for their future life needs. Primerica is an excellent company and Tia represents that company with integrity.See MoreRead Less

Review by Yvette Minnie

Jared is one of the people in my life who I had the pleasure of knowing in a business aspect who I can genuinely look up to because of his leadership, work ethics, helpful, supportive and intelluctual nature. He is truly one of a kind and not too many people acquire so many excellent qualities.See MoreRead Less

Review by Carl Babcock

Joe believes in The Optimist Creed..
Promise yourself to be so strong that nothing can disturb your peace of mind.
To talk health, happiness, and prosperity to every person you meet.
To make all your friends feel like there is something in them.
To look at the sunny side of everything and make your optimism come true.
To think only of the best, to work only for the best, and expect only the best.
To be just as enthusiastic about the success of others as you are about your own.
To forget the mistakes of the past and press on the greater achievements of the future.
To wear a cheerful countenance at all times and give every living person you meet a smile.
To give so much time to the improvement of yourself that you have no time to criticize others.
To be too large for worry, too noble for anger, and too strong for fear, and to happy to permit the presence of trouble.
See MoreRead Less

Review by Stella Falkowitz

I've known Marty for a long time through a friend. He is an honest person. Takes good care of my investments. Keeps me informed. Makes recommendations or tells me not to do anything with my portfolio. My other investment broker never contacted me at all ... sent me the usual paperwork but Marty keeps in contact with me and let's me know what's going on not only with my investments but what's going on in the financial world. I would recommend Marty and his company to anyone who wants to invest their money. I know others who have investments with Marty and although I can't speak for them, I know they are as happy as I am with Marty.See MoreRead Less

Review by Katherine Myers

somone ran into me from behind several years ago and left the scene, Brent who I did not know saw the accident and went and followed the truck that hit me, he lost them in the traffic but came back and checked on me and waited util the police showed up and gave his contact info to them...he is a true blue person and I appreciated his help so much...See MoreRead Less

Review by Crystal Turnage

I have known Purvis Paybe for numerous years. During this time I have experience his strong commitment to what he believe in. His faith is God driven and he walks in a strong light and shows his best in whatever he does. He is a man of strong integrity and withstands humility very well when needed directions are given. He's confident in what he believes, strives hard for achievements and goals and always defeats his bumps in the road. Purvis Payne is an excellent role model and great business man.See MoreRead Less

Review by Hal Glatzer

Eliot was our contractor for remodeling and expanding our house in 2006. He came highly recommended by previous customers, and was widely respected in town, even by his competitors. He was always open to suggestions, and available for questions and discussions. If anything wasn't done just right - or to his satisfaction - he had it fixed at his own expense. Significantly, his crewmen had all worked for him for years, and with each other, on many previous jobs. This showed that Eliot also was a savvy and considerate boss, able to keep skilled people working for him - all of whom exhibited a real dedication to quality workmanship.See MoreRead Less