Financial Outfitters Group - Cedar Falls, Iowa

Financial Outfitters Group

Financial Outfitters Group es una empresa de asesoramiento financiero con sede en Cedar Falls, Iowa, que ofrece servicios de planificación financiera e inversión a individuos y familias.

Características y especialidades

La empresa cuenta con un equipo de expertos en finanzas que ofrecen servicios personalizados, incluyendo:

• Planificación financiera
• Servicios de inversión
• Consejos financieros

Ubicación

La sede de Financial Outfitters Group se encuentra en:

Address: 2302 W 1st St #201h, Cedar Falls, IA 50613.

Teléfono y sitio web

Para obtener más información o programar una cita, puede contactar a Financial Outfitters Group llamando al teléfono:

Phone: 92666156

O visitando su sitio web en:

Website: financialoutfittersgroup.com

Opiniones

Según las opiniones de los clientes, Financial Outfitters Group ha demostrado ser una empresa de confianza y profesional, con un enfoque en la satisfacción del cliente.

Los clientes han destacado la experiencia y la conocimiento de los expertos en finanzas de la empresa, así como su capacidad para adaptarse a las necesidades individuales de cada cliente.

Media de opinión

En Google My Business, Financial Outfitters Group tiene una media de opinión de 5/5 estrellas, lo que refleja la alta satisfacción de los clientes con los servicios de la empresa.

Otras características

Algunas de las características adicionales de Financial Outfitters Group incluyen:

• Apuntamientos en línea
• Servicios en sitio
• Accesibilidad para personas con discapacidad
• Entrada y estacionamiento accesibles para personas con discapacidad
• Restaurante accesible para personas con discapacidad
• Baños accesibles para personas con discapacidad
• Baños de uso compartido

Recomendación

Para aquellos que buscan un asesoramiento financiero confiable y personalizado, Financial Outfitters Group es una excelente opción.

👍 Reviews of Financial Outfitters Group

Karen S.

5/5

Rob Shaw has been a tremendous asset in helping me work towards my financial goals. He is extremely knowledgeable and is very helpful at answering questions and explaining how things work. I recommend him and his company to anyone that is looking for an honest, non-pushy financial advisor that will help guide you at your comfort level. He works at your pace and your comfort level of investing. We need more people like Rob! He is the best!

Pam L.

5/5

We have been with Shaw for quite a few years. We have found them to be very client oriented, and superb service. They care about their clients needs and take time to help with any questions the client may have. We are not just a number, they know us and actually help us to figure out what is best for us. A BIG thank you to Shaw Financial. Keep up the great work. Here’s to another great year!!!🍾

Ann B.

5/5

Jason walked me through options for a Medicare supplement and made the process easy for me. He explained things well and I feel he had my best interests at heart. He was very personable, patient and kind. I would highly recommend giving Jason a call if you are in the market for insurance.

Tonja A.

5/5

Jason was super in sorting out information between my cousin, who is my POA and myself, switching from Medicare Advantage to AARP UHC. He went above and beyond explaining the difference between the two plans, what was covered etc. Jason was extremely patient and went overtime in getting the results taken care of. It was greatly appreciated.

Hanna N.

5/5

The team here is second to none. They take their time and look at all options like no one I have ever worked with. Nothing about this financial planning experience seemed agenda'd on pushing products or investment strategies. They really care about you and your needs and cater solutions to that versus to what they need to sell. They are also just real and responsive which is just such a different investment world than you might get going to a box chain. There is no better investment place in the Cedar Valley.

ellen F.

5/5

Have had very good service from Shaw financial. Jason will get right back to me and try his best to get problem if any taken care of. Thank you so much Ellen Flickinger

Stefanie C.

5/5

A great local company. So personable and definitely helped find the right financial plan for me and my family

Diane H.

5/5

Prompt attention to questions. Very professional. They make me feel as if I'm their only client!!