Financial planning for individuals 50+ that have saved well & want help with retirement

 
 
 
 
  EXCELLENT  
  
 Based on 193 reviews 
 
 
  
 
 
 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Eric Jackson 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I've known Brian since he came into the business. His (and his teams) ability to grow into a full fledged retirement / tax advisory  skill set are second to none. I was in the business for several years and if you want fully commited client-centric advice he's your guy.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Michael Elliott 
 
 
 
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My wife and I have been working with Brian Quick for years now.  Could not be more pleased with the service he has provided, advice and support in all of my financial planning.  CFG has been a great financial planning company to work with.

The tax planning and Roth IRA conversion advice have been excellent.  It all seems to be working even better than planned.  If you are looking for a good financial group to work with this is one you can put your trust in.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Debbie Campbell 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Got so much great, helpful info from Andrew today.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 George Taylor 
 
 
 
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Brian is a great consultant to work with.  He is very knowledgeable and has helped us so much.  All the staff is very welcoming and friendly.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Gary Miller 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Sound advice and ideas for the future
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Jon Arena 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Our financial advisor Andrew and the staff our awesome. They always keep us up to date with the entire process, options and time-frames. There is no pressure/hard sales at all.Awesome service.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Peggy 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
This group is great to work with. They are very helpful and knowledgeable in their field.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Monica Carl 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
My husband and I met Brian at a 'Taxes in Retirement' seminar that he hosted.  While we had a good handle on our retirement planning, Brian's input really took it to another level.  He is knowledgeable and patient and will explain concepts until you clearly understand not only what he's recommending, but why.  His staff are professional and responsive and they keep us updated on the status of our accounts, especially during any activity that they initiate.  Brian offers appointments in person (which is something that not all Investment Advisors offer) or via zoom.  He's been great to work with and we highly recommend him.