Bob Goldman Financial Planning in 1807 Samish Crest Way
Bob Goldman Financial Planning in 1807 Samish Crest Way, Washington: consumer reviews, opening hours, driving directions
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Customer Reviews about Bob Goldman Financial Planning:
- ★ ★ ★ ★ ★We had a couple of criteria that were very important to us in choosing a financial planner, and Bob has been a great match for us. We preferred to work on an hourly basis rather than a retainer. We wanted someone knowledgeable about investment strategies and options, because we have a lot of variables to consider at this stage (for us these include college savings and tuition, insurance coverage, and Marin’s crazy housing prices and valuations). We also wanted a planner who is easy to work with while showing a high level of professionalism and attention to detail. What we were NOT looking for was someone to directly manage our money or accounts. And especially we did not want someone with a financial stake in recommending particular investments. Bob does a great job of asking questions and then running realistic financial scenarios, and explaining the outcomes clearly. These scenarios have served as the basis for us to make specific budget, saving, and investment decisions. Then as details of our situation (and our goals) have changed, Bob is able to very efficiently adjust the planning tools so we can take the next step. Since we have started working with Bob, we have a much clearer long-term picture and we’ve been able to improve our overall financial standing significantly.By Mary Slater, December 29, 2016
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About Bob Goldman Financial Planning in Bellingham
Bob Goldman Financial Planning is business services based in Washington.Bob Goldman Financial Planning is located at 1807 Samish Crest Way, Bellingham, Washington. You can find Bob Goldman Financial Planning opening hours, address, driving directions and map, phone numbers and photos. Find helpful customer reviewsand write your own review to rate the business service.
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