Plunkett Wealth Management Company

Recommendations and reviews from 1 person

• Referral from January 12, 2015
  

  Fiona P. asked:

  Anyone recommend a financial advisor - need to sort out some short term and medium term financial planning whilst here. thx

  

  Justin O. replied:

  With so many people interested I asked him if he would welcome me just posting his information. The Company is Plunkett Wealth Management, and his name is Brent Plunkett. He owns the company, so sometimes isn't available to answer his phone, but he ALW AYS returns calls. the website is www.plunkettwm.com , his personal e-mail is brent@plunkettwm.com and his cell phone (It's easier to get him on that than the office) is 773 8591199. Like i say, I have used his services for 6 years. I switched from chase, and have seen great performance. I'm happy to recommend him as a very reliable source……and no Jodie Parker , no referral fees. I just trust him. I hope this helps you all.

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