Reed Financial Planning Services, LLC - Glastonbury, Connecticut

Discover Reliable Financial Planning with Reed Financial Planning Services, LLC

Nestled in the heart of Glastonbury, Connecticut, Reed Financial Planning Services, LLC offers comprehensive financial planning and investment services to its clients. Located at 95 Glastonbury Blvd # 210, Glastonbury, CT 06033, United States, this esteemed firm is just a phone call away at Phone: 8604301009. For those who prefer digital convenience, their website reedfinancial.net is easily accessible, providing a wealth of information and resources.

Key Features:
- Specialties: The firm stands out with its expertise in Financial Planning and Investment Services, ensuring clients receive tailored advice to meet their financial goals.
- Appointments: Whether you prefer online Appointments or direct On-site Services, Reed Financial Planning Services, LLC accommodates your needs with flexibility.
- Accessibility: Recognizing the importance of convenience and inclusivity, their facility is Wheelchair-accessible, complete with a designated Car Park, Entrance, and Toilet, ensuring all clients feel welcome and comfortable.

Other Points of Interest:
- Online and On-site Services: Offers both virtual and physical consultations, catering to a wide array of client preferences.
- Accessibility Features: The office is fully equipped to support visitors with mobility needs.

Opinions:
With just 3 reviews on Google My Business, the average opinion leans towards a highly positive rating of 5/5. This suggests a high level of satisfaction among their clientele, indicating a firm committed to excellence in service and client care.

Recommendation:
If you're looking to secure your financial future, we highly recommend reaching out to Reed Financial Planning Services, LLC through their user-friendly website. Schedule an Appointment today to explore how their specialized services can align with your financial objectives. Remember, taking proactive steps towards financial planning is a wise investment in your future, and Reed Financial Planning Services, LLC is here to guide you every step of the way.

Contact them now to take control of your financial destiny.

👍 Reviews of Reed Financial Planning Services, LLC

Sharon L.

5/5

I first reached out to Scott in December of 2021. My husband is a teacher and I had recently left teaching myself to become a small business owner. We wanted to meet with someone who truly understood teacher retirement and would help us to ensure we were strategizing our retirement plan, now that I would no longer be receiving a pension.

On the first call with Scott, I knew he was the exact person we were looking for. He was knowledgable with TRB (which everyone claims to be, but isn't) and offered me a ton of thoughtful feedback before we had even enlisted his services.

I told Scott that I wanted to walk away from the meeting with concrete, actionable steps to take to improve our retirement strategy. And that was exactly what he did! He ran our numbers, helped us to see where we could increase our investments and created three scenarios that we could implement. After our meeting, he emailed us a a detailed summary of our work together and has been available periodically for quick follow-up questions as we implemented our action plan.

Now, 12 months later, we went from investing 5% of our income to 50% of our income in a strategic way. With Scott's guidance in ONE meeting, we drastically changed our retirement strategy in the best way possible. I no longer lay awake in bed at night, wondering if we are doing the "right" thing with our money.

Meeting with Scott is the best decision we made in 2022 and I can not recommend working with him enough!

Katie M. E.

5/5

Scott's professionalism and enthusiasm is what separates him from the rest. I have worked with him for years now and he has only my best interests as his goal. I and can honestly say I feel confident referring friends and family to him without any concern as I know they will be in good hands. I highly recommend Scott - keep up the great work and thank you!

Ellen E.

5/5

Expert financial advice, personal attention to all clients