Best Gold IRA Investment Companies Near Me in Salem, VA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Partners in Financial Planning
ADDRESS: 421 S College Ave, Salem, VA 24153, United States
NUMBER: +15404442930
SERVICES: Estate Planning, Executive Retirement Plan, Financial Advisor, Financial Planning And Investment Management, Income Tax Planning, Insurance Planning, Investment Advice, Investment Reports, Retirement Income Planning, Retirement Planning, Tax Planning
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The Partners in Financial Planning have always provided prompt and clear advice. The explanation for specific advice has always been detailed to enable us to understand the short-term and long-term interactions of their advice. Members of the professional group as well as the staff are pleasant and just a fine group with which to work. – Mark Alley
REVIEW #2 – My wife and I have been clients for over 25 years, finding Partners (a CFP-based, fee-for-service fiduciary firm) after experiencing less than stellar service from two other firms. They have worked with us through our hectic work careers and now in our retirement years. Partners has been thoughtful, thorough, and easy to work with. They provide helpful personal financial advice on questions big and small. They respond quickly and are always well prepared. – Richard Robbins
REVIEW #3 – Deciding to partner with these exceptional financial planners has been one of the best decisions of our life. They truly work as partners, always asking for our input and opinions and adapting to our personal goals. Because of choosing this firm years ago, we have reached our financial goals and are heading into retirement with no financial worries. They are the best! – Barbara Moore
REVIEW #4 – My wife and I have been with Jim Pearman since he started PFP (and even before) and we have not been disappointed. He and his partners understand the full landscape of personal financial planning, not just investing. They are a top notch firm for those who care more about financial security than chasing the latest hot investment. They will counsel you, advise you, cajole you, and invest for you so that you have peace of mind about financial security. Highly recommended. – Lawrence Hincker
REVIEW #5 – We are long term clients with PFP and have never been disappointed with any advice or recommendations given to us.
We have worked with Jim, and mainly Pam, during these years and have found their advice and recommendations produce the financial results one would hope for. In dealing with them, it’s not just about the financial results, but also the availability when we need a question answered or discussed. We have nothing but strong and positive feelings about our relationship with Partners in Financial Planning, both personally and professionally. We have recommended Partners in Financial Planning to our daughter and granddaughter, who are now clients. We have no stronger recommendation than that! – John Osborne
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>>> MORE CUSTOMER REVIEWS
REVIEW #1 – The two PiFP advisors I have dealt with are top-notch! Their advice is well researched and user-friendly! Each is available by email, phone or in person. The newsletters are timely; the emailed advice when the markets change quickly is prompt and clear! I have been very pleased! – Alice Feret
REVIEW #2 – Our PFP team really takes care of us and has been wonderful to work within every way. We are lucky to have found them! My wife and I have really benefitted from their guidance and excellent comprehensive approach. – steve owen
REVIEW #3 – I have been working with Jim Pearman and Partners in Financial Planning for over 25 years now and have found them to be outstanding advisors. Not only do they have a very fair fee structure that is straight forward, they also have provided consistently sound financial guidance for me over many years. In addition, they have also delivered amazing, friendly, and timely service for the entire time I have worked with them. I highly recommend them to you. – Richard Schaffer
REVIEW #4 – The planners are all very knowledgeable. Likewise, easy to talk to and always available to help. The overall services are the most affordable in the Roanoke/Salem area. Stop paying 1% for an advisor who does half the work and has half the knowledge. Get a plan for your future and feel confident. Stop feeling lost and afraid like I felt. I highly recommend Partners In Financial Planning in Salem. I am no longer afraid if something happens to my husband who does all the planning. This was the best decision we made a year ago. I feel at peace. – Lisa Reinard
REVIEW #5 – The folks in PFP are always responsive to questions and behind the scenes looking out for our best financial interests. Meetings are thorough, informative and insightful. They are an excellent and professional organization with great people. – Jack Davis
REVIEW #6 – If your goal in retirement, or even before, is a feeling of financial security, then talk to the folks at Partners in Financial Planning. I sleep easy knowing Rich Bryan at PiFP is watching over my money and investments. Rich and the team are great to work with, taking time to listen and understand our goals and dreams, and making sure we understand the answers to any questions we have on how to reach those goals and dreams. They put in the time and hard work, so we no longer have to! – Jeffrey Merriman
REVIEW #7 – I have been a client since January 1999, which technically is before PIFP began. For twenty-five years I have been most satisfied as PIFP has met our financial objectives of managing our finances allowing us to enjoy life without having to concern ourselves with financial matters. At one time I never thought that situation was possible, but I am truly grateful for our experience with PIFP; even our recently retired son, who viewed our experience, has subscribed to a retirement financial plan with PIFP. – Thomas Merriman
REVIEW #8 – We’re been working with Partners in Financial Planning for many years and could not be more totally satisfied. The advice and guidance in all things financial from Chris Bishop and Jim Pearman – as well as the entire staff, at PiFP is always prompt, forward-looking and thoroughly researched and knowledgeable. – John Givens
REVIEW #9 – Consistent, reliable, trustworthy people that successfully managed my late father’s assets, allowing him to pass fulfilling his wishes. I have since entrusted them to manage mine, as well as helping my young adult children start off on the right foot with a strong financial plan. I highly recommend them. – T Pollard
REVIEW #10 – Partners in Financial Planning is first rate! Not only do we use them but we’ve referred our kids, family members, and close friends. We certainly wouldn’t refer so many others if PifP wasn’t stellar! Highly recommend!! – Mike Flint
REVIEW #11 – We just handed over the reins to our financial life to Chris and Seth. I am a 30 year DIY’er who struggled letting go of our financial life. They were patient, understanding and explained everything to my satisfaction. Additionally, I have the comfort in knowing my wife has someone to work with when I am no longer around.
I am looking forward to a long and prosperous relationship in working with Partners in Financial Planners. – Brian Reinard
REVIEW #12 – PFP has been handling my finances and investments for over 15 years and I couldn’t be happier. I think it would be difficult to find a group of financial planners who offer the same level of expertise, friendliness, accessibility, and patience. – Jacqueline Bixler
REVIEW #13 – Partners in Financial Planning provides us with the information we need to make the best plans for our financial future. We appreciate the personal touch that this firm has and we have trusted them for years to guide us. – Sheri Walters
REVIEW #14 – My wife and I are both self-employed professionals and have been working with Partners in Financial planning for several years. They are knowledgeable, ethical, well-spoken, and non-judgemental. We are on a solid path to financial independence thanks to their guidance. I would highly recommend anyone searching for tax prep and financial planning to at least see Partners for a consultation. – Dr. Gavin Aaron
REVIEW #15 – Many years ago when I was looking for an investment firm, one of my main concerns was to have the peace of mind that my money was going to be safe as well as growing. If you want honest financial advice from a team of the best, most trusted and respected firms in this area, this is the place for you. – Peggie Webb
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