Financial Impact Advisors - Fort Atkinson, Wisconsin

Financial Impact Advisors

Una empresa de asesoramiento financiero con sede en Fort Atkinson, Wisconsin, ofreciendo servicios de asesoramiento financiero y planificación financiera.

En Financial Impact Advisors, los clientes pueden esperar recibir asesoramiento personalizado y experto en temas financieros, incluyendo seguros de salud y vida, y planificación financiera integral.

La empresa tiene una variedad de especialidades, incluyendo:

• Financial advisor: Asesoramiento financiero personalizado para ayudar a los clientes a alcanzar sus objetivos financieros.
• Financial planner: Planificación financiera integral que abarca todos los aspectos de la finanza personal.
• Health insurance agency: Representación de seguros de salud y otros productos de seguro.
• Life insurance agency: Representación de seguros de vida y otros productos de seguro.

La empresa ofrece on-site services y es wheelchair accessible, lo que la hace accesible para todos los clientes.

En Financial Impact Advisors, los clientes pueden esperar recibir un servicio personalizado y experto en temas financieros, gracias a la experiencia y los conocimientos de su equipo.

A continuación, se presentan algunos datos de interés sobre la empresa:

• Dirección: 37 Milwaukee Ave E, Fort Atkinson, WI 53538.
• Teléfono: 05639226.
• Website: financialimpactadvisors.com.
• Otros puntos de interés:
• Onsite services
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom

En Financial Impact Advisors, los clientes pueden esperar recibir un servicio personalizado y experto en temas financieros, gracias a la experiencia y los conocimientos de su equipo.

Opiniones: Esta empresa ha recibido 44 reviews en Google My Business, con una media de opinión de 5/5.

Los clientes han expresado su satisfacción con el servicio recibido, destacando la experiencia y los conocimientos del equipo de asesoramiento financiero.

Características clave:

• Asesoramiento financiero personalizado
• Planificación financiera integral
• Representación de seguros de salud y vida
• On-site services
• Accesibilidad para personas con discapacidad

En resumen, Financial Impact Advisors es una empresa de asesoramiento financiero con experiencia y conocimientos en temas financieros, ofreciendo servicios personalizados y expertos a sus clientes.

👍 Reviews of Financial Impact Advisors

Lynne S.

5/5

I recently started working with Taylor and Financial Impact Advisors. Taylor is great to work with, explaining all the financial information in detail and in a user friendly manner. I am very impressed with Taylor's knowledge, expertise and credentials. He is very prompt at answering my phone calls and emails. A very friendly and personable team, I am so glad that I chose Taylor and FIA for my financial needs. I highly recommend him to my family and friends.

Gino R.

5/5

My wife and I very much appreciate the work that Taylor Smithyman and the Financial Impact Advisors team have done, with and for us. Expertise in planning for retirement, navigating a family trust, required minimum distributions and Roth conversions are just a few of the areas in which we have benefited from Taylor’s education and experience. I believe a professional is someone who knows what they are doing. Financial Impact Advisors are truly a dedicated team of professionals. Attention to detail and absolute integrity are evident with every interaction that we have experienced in this office. We enjoy the professional and personable atmosphere at Financial Impact Advisors. They have earned our trust and our business. We highly recommend them to family, friends and co-workers.

Tom S.

5/5

Taylor Smithyman is THE BEST to work with regarding all of your business and personal investment needs. We trust him completely. He is knowledgeable, qualified, honest, and responsive. My wife and I have enjoyed all of our meetings with Taylor. He puts together amazing PowerPoint presentations and lays out all of the various options regarding our financial future. We highly recommend Taylor and an added bonus-he sends out the most adorable holiday cards.

keith B.

5/5

We have not looked backed since joining the Financial Impact family three years ago! Taylor Smithyman has been awesome to work with: dependable, resourceful, trustworthy. his unique blend of investment and tax services is what sets him apart and its what drew us to him. can't say enough good things.

Alan S.

5/5

I have been working successfully with the team of professionals at Financial Impact Advisors for years. In particular, Taylor Smithyman has provided consistently solid financial advice and has created a long-term financial plan that works very well for me. Taylor is a certified financial planner (CFP) and certified public accountant (CPA), which results in effective portfolio management and tax planning. In addition, he is very personable and highly responsive. Highly recommended.

Karam N.

5/5

Working with Taylor Smithyman and his entire team over the years has been an absolute delight. This is a firm that truly cares about your goals and will gear every aspect of their financial guidance towards them. I have recommended them to whoever is looking for financial or retirement planning services and everyone always says they had a great experience. I look forward to working with them until I retire and then some.

Brian E.

5/5

Taylor and Financial Impact Advisors began helping my family with our financial planning a few years ago. It was the right choice to leave one of the big name retirement investment companies. Taylor and his team have provided solid insight, recommendations, and have been constantly looking for opportunities that will benefit my family. It is not unusual to get an e-mail out of the blue from Taylor with a suggestion or thought.

Emily G.

5/5

This was my first time setting up my own financial investment account and I'm thankful for how smoothly the set up process went with Financial Impact Advisors. My meeting with Taylor was a comfortable conversation about my financial background and thoughts about my future. He didn't pry or make me feel judged while helping me understand (with visuals too) the financial impacts of certain decisions; such as retiring at 60 rather than 65.
I would highly recommend going through Financial Impact Advisors!