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Financial Strategies Consulting, Inc. has 1 locations, listed below.

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    Customer ReviewsforFinancial Strategies Consulting, Inc.

    Retirement Planning Services
    View Business profile
    View Business profileBBB accredited business

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    22 Customer Reviews

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    • Review from Michelle B

      5 stars

      05/09/2024

      William is a very thorough, professional insurance agent and financial strategy consultant.He has been my insurance agent for over seven years and I trust his guidance 1000%.William has shared many wealth building ideas and has always been sincere about helping me. I would refer anyone that I care about to him for their insurance and financial planning goals.
    • Review from Malika K

      5 stars

      04/26/2024

      Mr. ********************** is very knowledgeable and kind. He worked with me and gave me helpful tools and knowledge and resources to be able to build a foundation for my finances. I would recommend anyone in their financial journeys to work with him. He cares about the people he helps by guiding them towards finding long term solutions for their financial problems.

      Financial Strategies Consulting, Inc. Response

      04/27/2024

      Thank you and I am looking forward to assisting you today as well for years to come
    • Review from Katherine E

      5 stars

      04/18/2024

      Mr ********************** really knows his stuff. This book provides valuable information about planning for retirement. I would highly recommend to anyone over 40.
    • Review from Christi C

      5 stars

      04/17/2024

      William is always willing to educate his clients with great insight. He shared his book with me that was informative and a must-read guide for all investors. I look forward to working with him in the future!

      Financial Strategies Consulting, Inc. Response

      04/24/2024

      Thank you and I am looking forward to working with you as well
    • Review from Sharon J

      5 stars

      04/12/2024

      I recently met Mr. ********************** at a ********* in March and started a general conversation and before I knew it, he was telling me about his financial strategies company. ***** I was supposed to run into him that day because I told him that I want to start my own small business and I just knew he would be the one to help me. Mr. ********************** has been nothing but professional and he follows up quickly and effectively. Even after reading part of his book which I do recommend. He really does want to tailor your financial needs to your personal goals in life. Everyone has different wants and needs in life and Mr. ********************** really seems to care about what financial path suits you best. While everyones goals might be different, he was helping me on what type of business would make sense for me. I didnt even know about an S Corp until Mr. ********************** told me. He is always quick to offer resources and gives you knowledge about things you might not know about or just seem interested in. I am looking forward to working with Mr. ********************** as my business goals and future financial decisions continue to evolve and grow. I highly recommend him if you are looking for someone that is genuinely trying to help better your future whether it be saving, opening a business, purchasing a home or even venting a little bit in his office.. Lol. He is a great listener. So go check him out ??

      Financial Strategies Consulting, Inc. Response

      04/13/2024

      Thank you and I truly enjoy assisting people and helping them reach their goals in life
    • Review from Frank L

      5 stars

      04/12/2024

      Mr. ********************** has been a concerned guide throughout. He was and is deeply dedicated to helping us navigate through all of our questions and has advised us well.

      Financial Strategies Consulting, Inc. Response

      05/06/2024

      Thank you again for your support
    • Review from Irene R

      5 stars

      04/12/2024

      Financial Strategies Consulting, Inc. is phenomenal! It is a One Stop Shopmeaning all your retirement and investment needs can be /will be taken care of in the hands of this team of professional, knowledgeable, honest, caring and accommodating individuals. I have been a client of this company for more than six years and I could not be any more satisfied with my results in their retirement and ****************!!******, **

      Financial Strategies Consulting, Inc. Response

      04/27/2024

      Thank you for your being a great client
    • Review from Joyce A

      5 stars

      04/04/2024

      When I first met William approximately 9 years ago, I was impressed with how he presented himself; professional, confident and very knowledgeable. Throughout the years, William has always been prompt with our scheduled meetings. He always has materials as proof of the validity of what he is presenting. He introduces new information in a manner that can be understood. William is very genuine and up front. His integrity is at the top of the charts. I would highly recommend William and his Financial Strategies Consulting Group. What a great Team they make.
    • Review from Felicia B

      5 stars

      04/03/2024

      Mr ********************** has been my Agent for many years now. Im very honored to have him as one. He definitely has helped me with more knowledge about life insurance, becoming a new homeowner, taxes & other financial strategies that are available for me. He has a great compassion when it comes to helping others. For that I say Thank You & continued Blessings from my family!
    • Review from Vanessa H

      5 stars

      04/02/2024

      William is very knowledgeable of products on the market and what works best for you and your goals and/or situation. He really cares for his clients !

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