Empowering Your Financial Future, One Client at a Time
At Advanced Financial Solutions, we are dedicated to helping our clients achieve their financial goals and secure their financial futures. As an independent financial planning firm, we pride ourselves on providing personalized service and tailored financial solutions to each of our clients.
Our Team
Our team is comprised of experienced financial advisors who are dedicated to understanding the unique needs and goals of each client. From financial planning and investment management to retirement planning and estate planning, we are committed to providing expert guidance and support every step of the way.
Our Services
We offer a wide range of financial services designed to help our clients achieve their financial goals. These services include:
- Financial Planning: We work with our clients to create a comprehensive financial plan that aligns with their goals and values.
- Investment Management: We provide expert investment management services to help our clients grow their wealth over the long term.
- Retirement Planning: We help our clients plan for retirement and ensure that they have a secure financial future.
- Estate Planning: We assist our clients in creating and implementing effective estate plans that protect their assets and ensure the transfer of their wealth to future generations.
Our Approach
At Advanced Financial Solutions, we believe that financial planning is about more than just numbers and formulas. It's about understanding our clients' goals, values, and priorities, and using that information to create a customized financial plan that aligns with their unique needs and circumstances. We believe that financial planning should be a collaborative process, and we work closely with our clients every step of the way to ensure that their financial plan is tailored to their individual needs and goals.
What We Like
In our free time, our team members enjoy a wide range of activities and hobbies. Some of our favorite things to do include fly fishing, golf, hiking, and biking. We also enjoy exploring new restaurants and trying new foods, and we're always on the lookout for new and exciting restaurants and cuisines to try.
Our Partnerships
We are proud to partner with a number of organizations and businesses that share our commitment to providing exceptional service and supporting our community. These partners include:
- Moloney Securities Co., Inc.
- Moloney Securities Asset Management, LLC
- BrokerCheck FINRA
Contact Us
If you're interested in learning more about our services or would like to schedule a consultation, please don't hesitate to contact us. We look forward to working with you!
Harassment and Miscommunication
Reviewers have expressed frustration and annoyance with the company's sales tactics, citing receiving unwanted texts and calls despite never applying for their services. The reviewer is particularly upset about being asked for made-up names and rates, feeling harassed and disrespected. The reviewer threatens to sue the company, indicating a significant lack of trust and satisfaction with the company's business practices.
Inaccurate Information
The reviewer mentions that the company provided misleading or inaccurate information, using the term "REDICULOUS RATES" to emphasize their point. This suggests that the company may have been intentionally misleading or providing false information to potential customers.
Poor Communication
The reviewer's use of all capital letters throughout the review conveys a sense of urgency and frustration. The reviewer's demand to "STOP SENDING ME TEXTS AND CALLING ME" emphasizes the sense of annoyance and intrusion the reviewer feels.
