Reviews 8
Filters:
Rating
Language
Sort:
Most recent
J
8 months ago

I had the opportunity to consult with a financial ...

I had the opportunity to consult with a financial advisor from a company I discovered online. I was impressed by the knowledge and insights they provided. They gave me valuable advice on how to manage my finances effectively. The advisor was professional and attentive to my needs. I appreciated their personalized approach and it gave me confidence in their abilities. I would definitely recommend their services to others.

C
11 months ago

I absolutely love the services provided by Garner ...

I absolutely love the services provided by Garner Financial Management, Inc.! 😊 Their team is always ready to assist me with any financial needs or questions I may have. They are extremely knowledgeable, and I really appreciate their expertise. The level of customer service they provide is outstanding, and I am highly satisfied with the guidance they offer. I would definitely recommend Garner Financial Management, Inc. to anyone in need of financial planning and advice.

R
11 months ago

Since becoming a customer of Garner Financial Mana...

Since becoming a customer of Garner Financial Management, Inc., I have experienced a significant improvement in my financial situation. The team is highly professional and has helped me make smart investment decisions. They understand my financial goals and provide tailored advice that has proven to be highly effective. I am grateful for their expertise and support. I would highly recommend Garner Financial Management, Inc. to anyone seeking reliable financial services.

A
1 year ago

I recently started using the services of Garner Fi...

I recently started using the services of Garner Financial Management, Inc. and I have been extremely satisfied with the level of professionalism and expertise exhibited by their team. They have a deep understanding of the financial industry and have provided me with great advice on how to manage my investments. The guidance they provided has helped me make informed decisions and has significantly improved my financial situation. I highly recommend Garner Financial Management, Inc. to anyone seeking financial advice and services.

S
1 year ago

My experience with Garner Financial Management, In...

My experience with Garner Financial Management, Inc. has been nothing short of exceptional. The team is highly professional, knowledgeable, and always goes above and beyond to ensure customer satisfaction. They have a deep understanding of the financial industry and provide valuable guidance on managing investments and optimizing returns. I am extremely impressed with their expertise and the level of personalized service they offer. I would highly recommend Garner Financial Management, Inc. to anyone looking for top-notch financial services.

M
1 year ago

I had the pleasure of working with a financial adv...

I had the pleasure of working with a financial advisory firm recently. They provided me with valuable advice on managing my finances and helped me develop a solid financial plan for the future. I was impressed by their professionalism and attention to detail. The team at the firm was courteous and responsive to my needs. I would definitely recommend their services to others who are looking for reliable financial advice and assistance.

D
1 year ago

I recently started using the services of Garner Fi...

I recently started using the services of Garner Financial Management, Inc. and I am extremely satisfied. The team is highly professional, and they have provided me with valuable advice on managing my investments. They genuinely care about their customers and always take the time to address any concerns or questions. I am impressed with their knowledge and expertise in the financial industry. I would highly recommend Garner Financial Management, Inc. to anyone in need of financial assistance.

S
1 year ago

I have been a customer of Garner Financial Managem...

I have been a customer of Garner Financial Management, Inc. for a while now and I must say that I am extremely delighted with their services. The team is highly knowledgeable and always provides prompt and accurate responses to my queries. They have helped me plan and achieve my financial goals effectively. The level of commitment and dedication they exhibit is truly commendable. I am grateful for their assistance and highly recommend their services.

About Garner financial management, inc.

Garner Financial Management, Inc. (GFM) is a fee-only investment management and financial planning firm located in Lafayette, California. The company has been providing top-notch financial services to clients in the East Bay area for many years.

At GFM, the team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment management and comprehensive financial planning. The company's mission is to provide unbiased advice and guidance that helps clients make informed decisions about their finances.

One of the key features that sets GFM apart from other firms is its fee-only structure. This means that the company does not receive any commissions or compensation from third-party providers for recommending specific products or services. Instead, GFM charges a transparent fee based on assets under management or an hourly rate for financial planning services.

This approach ensures that clients receive objective advice that is solely focused on their best interests rather than being influenced by potential conflicts of interest. It also means that there are no hidden fees or surprises when it comes to billing.

GFM offers a range of investment management services designed to help clients build and maintain a diversified portfolio tailored to their individual needs and risk tolerance. The team uses a disciplined approach based on sound investment principles and rigorous research to identify opportunities in both domestic and international markets.

In addition to investment management, GFM provides comprehensive financial planning services covering areas such as retirement planning, estate planning, tax planning, college funding, insurance analysis, and more. The team works closely with each client to develop a customized plan that addresses their unique circumstances and goals.

Another advantage of working with GFM is the high level of communication and transparency provided by the team. Clients have access to regular performance reports as well as ongoing updates on market conditions and portfolio changes.

Overall, Garner Financial Management Inc.'s commitment towards providing unbiased advice coupled with its expertise in managing investments makes it an ideal choice for individuals seeking professional assistance with managing their finances effectively while achieving their financial goals.

Garner financial management, inc.

Garner financial management, inc.

4.1