Fyooz Financial Planning

Not only are Dan and Natalie both incredibly knowledgeable as CFPs, but theyre both very kind and helpful. My wife and I assumed financial planners were for the ultra rich only, and for people much older than us. Natalie and Dan have shown us how wrong we were! We couldnt recommend them enough.
Jun 18th, 2023

My wife and I have been extremely pleased with Fyooz. Natalie and Dan provide exceptional service. They spent the time to get to know our goals, backgrounds and risk tolerances and only then provided us with a specific plan tailored to our situation and objectives. Unlike typical brokers, their recommendations are not biased by commissions, which I think is critical. I also very much appreciate the fact that they dont simply provide recommendations, but give the reasons for their advice that gives us peace of mind during the inevitable periods of market volatility. Finally, they are a pleasure to work with in all respects prompt to respond to questions, thoughtful, proactive, and they obviously care very much about their clients.
Jan 22nd, 2023

Natalie and Dan are very professional and knowledgeable in the areas of financial planning and investment management. I enjoy reading their blog posts and they are always quick to respond to any questions that I have. Hire them!
Mar 22nd, 2022

My husband and I were looking for financial advisors that were knowledgeable and that we would be comfortable with. Dan and Natalie fit the bill perfectly! Honest, hardworking and reliable! We really loved working with them and will continue to recommend them to anyone that is looking for financial planning!
May 2nd, 2021

Jul 2nd, 2020