The Financial Advisors

Feb 17th, 2021

Great experience! Got our finances into shape and gave us peace of mind.
Sep 16th, 2019

I was recommended to Patrick McCoy at The Financial Advisors on a local moms board. Hubby was reluctant at first but we’ve had two meetings now and numerous emails and I’m so happy we did!! Not only has Patrick helped us believe that we can conquer our debts and given us a clear and realistic strategy for doing so, but he’s essentially pulled in a team of support to help us with all aspects of our financial well-being. I feel like we finally have clear direction and advice that makes sense for us. The office is spacious and welcoming and it’s so convenient with free parking! I HIGHLY recommend Patrick and The Financial Advisors!!
Aug 28th, 2019

My wife and I consulted The Financial Advisors after a relative left me a small inheritance. We wanted to get advice on how best to use it, as well as get a better understanding of our financial situation and future. For the first three years or so we would meet with Bob Miller, a principal, once a year to go over any changes that had occurred, and to discuss how to tweak our investments. We very much liked this arrangement. We got excellent advice and a good financial roadmap. Their fees were extremely reasonable. Then our yearly meetings got pushed back to every two years. And we no longer met with Bob, but with one of his second or third string staffers. It didn't take long to get the message that we were not much valued as clients anymore, most likely because we were just a working middle class couple that would not be bringing the company much profit. We soon ended our business relationship. If you're super rich, definitely contact them. If not, keep shopping.
Mar 8th, 2019