my first financial planner
i had a good experience with scott. he's not commission-based which i really like. his fees are reasonable i thought. i just had my first planning session and so far enjoy it. this is my first experience with a financial planner, but that said, it may be the only one i continue seeing. :)
Excellent Financial Planner
We have been very happy with Keen Insight Group. He has provided us with the tools and support to both become debt free except for our mortgage and to grow our savings. We have been fortunate to work with them from our engagement (2004) to date. They were able to provide us with good and reliable information on retirement, college savings for our children, estate planning, and rainy day/everyday savings that earn nice returns that we are happy with and meet our investment risk comfort levels.
Independence at its best
A true Independent Broker Dealer that allows you to do "Your Business, Your Way." No Propriatary products or pressure allowing the advisor to build his practice as he sees fit.