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Financial Strategies Consulting

1122 Sam Newell Rd STE 105, Matthews, North Carolina, United States, 28105-5016

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Financial Strategies Consulting Reviews (%countItem)

It has been a pleasure to work with Mr. S. He is knowledgeable, trustworthy and goes above and beyond to make sure you understand all the aspects of your financial needs.

William Smith is a trustworthy, kind, compassionate man with the knowledge of financial strategies & life insurance that go way beyond anything we ever experienced. He presents information without all the pressures of the "do this or do that" mind set experienced with the big box firms. We started using William in 2014 when we lived in NC and have continued using him since moving to TX. It doesn't matter that we are over a thousand miles away. William stays in touch with us & responds to us quickly when we have a question. We are pleased to say during the roller coaster of the market over the past 4 years we never lost a single penny and to date our savings has grown far more than expected. We definitely would recommend William Smith for your financial planning.

Mr. *** has amazing knowledge of financial matters yet can explain them so anyone can understand them He helped us with our life insurance and investment plans. He also worked around our crazy schedules. He went above and beyond by helping us with our *** retirement paperwork. We Highly recommend him for your financial needs.

William Smith has been my financial advisor for the past 7 years. I can honestly say he is THE BEST! He continues to keep me updated on my accounts and takes care of anything that may come up. I have never been disappointed in him. He advises me on the best places to invest money and I have never lost money due to his advice. My invested money continues to grow every year. I am so glad we chose him for our financial advisor.

EXCELLENT!!! Would Highly Recommend

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Address: 1122 Sam Newell Rd STE 105, Matthews, North Carolina, United States, 28105-5016

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