Financial Dynamics & Associates, Inc.

My wife and I attended one of the seminars offered by Financial Dynamics at [redacted] and found it to be a positive experience from the moment we walked into the room. We received a warm welcome and were given a packet of information as we took our seats at a beautifully appointed table. The meals we had were delicious and graciously served - at no cost to us.
After our meal there was a brief informational video explaining how and why Financial Dynamics came to fruition. Then Isaac W[redacted] gave a brief no pressure presentation regarding the services offered by Financial Dynamics. The entire presentation, including meal, lasted about an hour.
We found our time there to be very informative and thought provoking. We filled out a card requesting a phone call. Several days later we received a call from Rick M[redacted] and after reviewing our financial status he determined that we did not need their services at this present time. We discovered from Rick and Isaac that sometime in the future we can benefit from Financial Dynamics.
We found it very refreshing that we were not pressured in any way to commit to or sign up for services that we did not presently need. My wife and I can foresee a future utilizing the services offered by Financial Dynamics.
From our experience with the people of Financial Dynamics, we highly recommend that those close to retirement consider attending a seminar for themselves. They will find the experience at a minimum informative and possibly advantageous to their financial well being.

After attending a free seminar with a fabulous meal at [redacted]; I am very impressed with this company I have had several free phone meetings with Rick M[redacted] and look forward to continuing a relationship with the company.
Rick is a truly friendly and genuine person who does not try to talk over and hard sell his business or products. He takes a very personal approach to help and honestly meet a person's needs where they are. There is a kindness and compassion when working with him, that I have not found in some other investment businesses.
I would highly recommend this company to friends and anyone needing assistance with investment and estate planning.

When we had the good fortune to meet Isaac and Rick, our portfolio was in serious trouble. Not only did they quickly turn that around for us, they became like our family. That was a long time ago and we appreciate that our relationship with the entire FD group continues to grow along with the future of our portfolio.
This Company is A#1, Top Notch in our book!!!

I highly recommend Financial Dynamics. I contracted with Financial Dynamics after researching them pretty thoroughly. After attending two initial meetings and paying their fee, I was confident I made a good investment and was excited about working with Isaac W[redacted]. Then, it was decided that I represented a professional conflict of interest, and Isaac preferred not to add me to the company's client list. I was very disappointed but fully understood Isaac's rationale. I believe I would have made the same decision if I were in his place.
That said, I have complete respect for the professional way Isaac handled the situation. We had two or three conversations about the circumstance. Since there had been a misunderstanding, Isaac agreed to run a preliminary report for me while refunding my fee. He actually presented a very detailed report and discussed the results thoroughly with me, making some recommendations based on the information I had provided him. He did me a huge favor in evaluating a buy back option for me and made recommendations accordingly. In addition, Isaac offered to give me an opinion on a future investment. He provided a detailed written report to me. As I said, he offered to do this for free. However, with the amount of time he put into the report, I offered to pay him something, and he agreed on my proposal. He promptly refunded the balance of the fee I had paid.
I am disappointed that I was not accepted as a client. If the service and advice that Isaac was willing to provide due to a misunderstanding is any indication of the professional manner his firm treats all clients, that is the kind of relationship I would prefer to cultivate with a financial advisor. I also had very good experiences with his office staff. They were courteous, compassionate and professional. I recommend Financial Dynamics without reservation.

After attending a free seminar with a fabulous meal at [redacted]; I am very impressed with this company I have had several free phone meetings with Rick M[redacted] and look forward to continuing a relationship with the company.

Rick is a truly friendly and genuine person who does not try to talk over and hard sell his business or products. He takes a very personal approach to help and honestly meet a person's needs where they are. There is a kindness and compassion when working with him, that I have not found in some other investment businesses.

I would highly recommend this company to friends and anyone needing assistance with investment and estate planning.

I highly recommend Financial Dynamics. I contracted with Financial Dynamics after researching them pretty thoroughly. After attending two initial meetings and paying their fee, I was confident I made a good investment and was excited about working with Isaac W[redacted]. Then, it was decided that I represented a professional conflict of interest, and Isaac preferred not to add me to the company's client list. I was very disappointed but fully understood Isaac's rationale. I believe I would have made the same decision if I were in his place.
That said, I have complete respect for the professional way Isaac handled the situation. We had two or three conversations about the circumstance. Since there had been a misunderstanding, Isaac agreed to run a preliminary report for me while refunding my fee. He actually presented a very detailed report and discussed the results thoroughly with me, making some recommendations based on the information I had provided him. He did me a huge favor in evaluating a buy back option for me and made recommendations accordingly. In addition, Isaac offered to give me an opinion on a future investment. He provided a detailed written report to me. As I said, he offered to do this for free. However, with the amount of time he put into the report, I offered to pay him something, and he agreed on my proposal. He promptly refunded the balance of the fee I had paid.
I am disappointed that I was not accepted as a client. If the service and advice that Isaac was willing to provide due to a misunderstanding is any indication of the professional manner his firm treats all clients, that is the kind of relationship I would prefer to cultivate with a financial advisor. I also had very good experiences with his office staff. They were courteous, compassionate and professional. I recommend Financial Dynamics without reservation.

When we had the good fortune to meet Isaac and Rick, our portfolio was in serious trouble. Not only did they quickly turn that around for us, they became like our family. That was a long time ago and we appreciate that our relationship with the entire FD group continues to grow along with the future of our portfolio.
This Company is A#1, Top Notch in our book!!!

My wife and I attended one of the seminars offered by Financial Dynamics at [redacted] and found it to be a positive experience from the moment we walked into the room. We received a warm welcome and were given a packet of information as we took our seats at a beautifully appointed table. The meals we had were delicious and graciously served - at no cost to us.
After our meal there was a brief informational video explaining how and why Financial Dynamics came to fruition. Then Isaac W[redacted] gave a brief no pressure presentation regarding the services offered by Financial Dynamics. The entire presentation, including meal, lasted about an hour.
We found our time there to be very informative and thought provoking. We filled out a card requesting a phone call. Several days later we received a call from Rick M[redacted] and after reviewing our financial status he determined that we did not need their services at this present time. We discovered from Rick and Isaac that sometime in the future we can benefit from Financial Dynamics.
We found it very refreshing that we were not pressured in any way to commit to or sign up for services that we did not presently need. My wife and I can foresee a future utilizing the services offered by Financial Dynamics.
From our experience with the people of Financial Dynamics, we highly recommend that those close to retirement consider attending a seminar for themselves. They will find the experience at a minimum informative and possibly advantageous to their financial well being.