Stages Planning Group, LLC

MD Transplant _{on Google}

Jul 30th, 2021

I recently retired from a large, well-known hospital in Baltimore, my retirement fund was with their contracted financial group, also as large and impersonal as the hospital, albeit not as "famous".
I decided it was time to take a more hands on approach with my finances and that's when I met Conner Brady from Stages Planning Group.
Conner couldn't have been nicer or made our first meeting more comfortable and convenient, first by asking if I preferred to meet in person or via Zoom.
I chose Zoom and it was a good thing for me that I did, because life never goes as planned, my 3-year-old grandson was dropped off an hour before my meeting. Not only was Conner very patient and flexible while I was trying to wrangle my grandson, but he also genuinely knows his stuff!
He was honest with me, told me what I needed to know, not what he thought I wanted to hear, did not talk over my head, as the other financial planners had, didn't try to sell me anything that I didn't want or need and suggested what he thought would best suit MY needs.
In short, I highly recommend the Stages Planning group.
I have since had the pleasure of meeting both Lou Leyes, owner of Stages and colleague Marcus Snow.
I would recommend any of these guys to my friends and family, but I was particularly impressed with Conner Brady for his patience and not missing a beat while explaining to a practically, financially illiterate grandmother with a 3-year-old on her lap!
Well done job Conner Brady!

erin woods _{on Google}

May 19th, 2021

We have been working with Stages Financial Group for the past 5+ years and I cannot say enough about how great they are to work with. They have literally helped us to transform our business and personal finances. Lou Leyes is exceptional at what he does. Do not hesitate to hire them!