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“I recently joined The Financial Planning Company as a client, and my experience has been excellent. Brewster is responsive and patient with all my questions. He took the time to get to know me and understand my financial goals then proposed an investment strategy just for me. Unlike other financial advisers I’ve worked with, I feel empowered to make decisions about my investments, knowing that I have a trusted, knowledgable expert to guide me. I also appreciate that he is willing to accommodate my busy schedule for meeting times and places.”
“Melissa De Rosario and Michael Pesendorfer took over after my initial advisor left and have done an amazing job of getting my investments organized and communicating with me on any goal or personal changes. Highly recommend them.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Robert Mulcahy has been knowledgeable, helpful, professional, courteous, prompt, and strived to take into consideration my personal needs and desires. He has been a perfect match for me. There is no criticism or negative comments that I have. I feel a sense of confidence and comfort knowing my financial future is in great hands. Each time, we talked he was kind, he listens and makes sure all our questions and or concerns were answered. ? .”