Pederson, David

Recommendations and reviews from 1 person

• Referral from December 29, 2014
  

  Kayoko M. asked:

  Who is your favorite no-jokes-about-it financial planner? Any affordable ones to recommend?

  

  Roxanne J. replied:

  They are not in our neighborhood, but I have been with Financial reserve for about 20 years, and have referred many people to them over the years, all of whom have been very happy. I am the only person I know whose retirement didn't take a bath in the dot-com bust around 2001. They have a holistic approach that takes your entire life and your values into consideration when they help you plan. I cannot say enough good things about them; their integrity is absolute. If you contact them, use my name as a referral (no, I don't get a kickback) my real life last name is Fonder Reeve. http://www.financialreserve.com/

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