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FamilyVest Financial Planning Review

1

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Very good

Revainrating 4 out of 5  
Rating 
4.0
Business Services Providers, Business Finance

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Description of FamilyVest Financial Planning

FamilyVest is a fiduciary financial advisor. It helps you saving for your child's college education, accumulating capital for your first home purchase, or planning for retirement is easy with its transformative approach.

Reviews

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Type of review

Revainrating 4 out of 5

Familyvest is a company that offers financial advice and guidance to families.

Our experience with them has been great so far. The best thing about working with Familyvest is how transparent they are. You get an email every week or two letting you know what's going on. It's refreshing to see that kind of engagement with their clients. One of my favorite parts of working with them is how helpful they are with my queries. It was refreshing to have someone who truly cared about helping me achieve my goals. I love being part of this community because it provides the…

Pros
  • They make it easy to find good information by having all sorts of categories.
  • Very flexible pricing options depending on your needs and what you're trying to accomplish.
  • Customer service is always available when you need them.
Cons
  • The software does not seem to be as robust as other programs out there.
  • It takes a little bit of time to figure things out.