Benold Financial Planning N Preston Rd, Prosper

Benold Financial Planning Reviews

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  D.T. Shu
  5

  My wife and I contacted Jordan to get help building a strategic plan for investing, saving, and retirement. Jordan was an excellent communicator throughout the process, and he built us an incredibly robust plan. We feel confident in the planning advice that Jordan gave us, and we are looking forward to a long-term partnership.

• B

  Brian and Selena Hodgdon
  5

  Jordan built an extensive financial plan with a prioritized list of actions to improve our financial position. He was easy extremely responsive, very knowledgeable and a joy to work with. He is now our go-to for all financial planning.

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  Shelly Brandon
  5

  This company is very professional and clearly has client satisfaction at the forefront. Jordan asked important questions, listened carefully, and assessed my situation before putting together a plan to move me forward. He never tried to "sell" or offer services I do not need, but rather established good foundations that leave the door open for when the time comes to take the next step. I recommend Benold Financial Planning. Thanks, Jordan!

• J

  Jackie Lillis
  5

  Jordan was wonderful at helping me come up with a solid plan to ensure I was on the right track. He provided a very detailed action plan for me to follow that was extremely helpful! He showed me the proper allocation of funds for investments, which made it very easy to set up accounts. I highly recommend Jordan for his outstanding professionalism.

• B

  Benoir Designs
  5

  I’ve been a small business owner since 2011 and I am so thankful to have had Jordan on my team since the beginning. He helped me set up my sole proprietorship and retirement plan (SEP-IRA). Each year he informs me how much to pay into my plan based on my profit. He also analyzes and handles my company’s investments to ensure I can retire at the age I would like to. Jordan is so easy to work with and very professional. He is a great listener and breaks down the high level financial information so I can understand. I can not recommend Benold Financial Planning enough for all your financial needs whether you’re a small business, family, organization, or corporation.

• J

  Joe Crawford
  5

  Dr. Stephen Benold has assisted us with finances for coming on ten years. His advice, counsel and service have been simply sterling in every respect. One of the most brilliant financial minds I've ever had the pleasure of meeting and knowing. We are so thankful a trusted friend, who's known him since childhood, recommended him to us all those years ago.

• J

  Jim Turley
  5

  Stephen has provided outstanding financial planning services for Susan and me since 2014. Our quarterly meetings are always exceptionally informative, and we are consistently amazed at the breadth and depth of Stephen's understanding of financial markets and domestic and global economies, and his exceptional ability to translate this complex information understandably and to communicating its applicability to our personal financial goals and situation. We're delighted that Jordan has joined Stephen to enhance and strengthen the service Stephen has been provided. They are both exceptional professionals and special friends.

• D

  Dewana Gray
  5

  Stephen Benold has managed our finances since 2008. We have been more than pleased with him and his advice and recommendations. We feel confident in recommending Benold Financial Planning to others.

• L

  Lori Ford
  5

  Benold FP has allowed me to feel secure and confident that my retirement acct. is being well taken care. I have quarterly or bi-monthly appts. to review my retirement account. It has always done well and I completely trust Stephen Benold with his recommendations and suggestions for my financial planning/investments. I would highly recommend him.

• E

  Emily Tutt
  5

  Very happy with this group. Strong trustworthy reputation and demonstration of consistent and professional work brought me to them and I was not disappointed. My big scary financial worries we’re easily broken down and seemed much more manageable after meeting with team. They have my business for life!