Very professional and highly qualified staff. Anchor exceeds expectations regarding all aspects of my financial portfolio. I love that all of my financial needs can be addressed with the Anchor experience from accounting, tax prep, life insurance, investing, and retirement planning.
You know you have found a good place for financial advice when you want them to take care of not just your funds, but the funds of all your family and friends. Everyone is always so helpful and friendly; we've been very fortunate to have them.
In the short period of time that I've been with the company they have been very understanding. They are family oriented. Everyone has been willing to assist and answer my questions. I really enjoy the atmosphere. They treat their clients and employee's as family.
Trust in a financial group is so often a leap of faith. We took that leap with Anchor and have been very happy with the result. They provide a full array of product and service options, they are knowledgeable and thorough in their guidance, and have been available and willing to answer any questions that we have. Highly recommend.
I have been fortunate to have Anchor manage my retirement. They are a full service organization. Need to have a last will created? They can do it. Need to find a good Medicare Advantage Company? They can do it. Need to have complicated taxes done? They can do it. With what is going on currently in the market, you want a business that is up to date and be able to make smart decisions on your behalf. For all of these reasons and more, I am glad I chose Anchor!
We have been very pleased with our experiences with Anchor Financial, including financial planning and tax preparation, and feel confident in the knowledge and expertise of Mallory, Elizabeth and Ryan. We 've easily developed a relationship built on integrity and mutual trust, and have received excellent advice and assistance in developing a financial plan for our current and future needs. They treat us with great respect and we have yet to leave an appointment without a positive perspective and the confident knowledge that we can call for any follow-up questions we might have. We highly recommend their services to others who might be looking for the guidance of outstanding financial planners.
I've been lucky to see all sorts of growth and change with this young company. I've read all the reviews and all I can say is from the top down, I get a smile with my service, if I need something I get an answer FAST and ACCURATELY. I find Anchor to be a class act as well as an incredible thought leader in insurance, investments and tax mitigation strategies. I refer my friends and family from all over the country to work ONLY WITH ANCHOR. I'm not sure how much bigger praise I can give than that.
Anchor Financial is incredibly top notch. They are by far the most knowledgeable and thorough financial services company I have encountered. I'd refer business to them in a heartbeat. Don't bother going elsewhere - they'll take great care of you and your family here.
The Anchor Group functions as a team of teams committed to my immediate and long term financial planning. They are astute listeners, apply a personalized approach and include the client as part of the solution. I now have a clearer vision of my financial destination on the horizon, knowing the Anchor team of professionals stands ready to apply necessary vectors along the journey.
Anchor has worked with us to expand our assets as well as our security. They communicate with us regarding proposed actions and explain the rational behind their proposals. They are always courteous, and helpful whenever we have questions. As market environments change, Anchor has worked with us to devise action plans to put us in a place where we can best benefit.
anchor-financial.com
