Investment Planning Advisors Dahlonega St, Cumming

Investment Planning Advisors Reviews

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  Peter Mauger
  5

  I've been with Pat Paxton and his team now for 14 years. Although I have never been a big-ticket item for them, I have never felt that affected the way they treat me. They've been very responsive and attentive and proactive in the management of my portfolio. I believe that I have benefited from their expertise and am, consequently, much further along the path of meeting my goals than if I had gone it alone. I can call Pat himself and he will either answer right then or get back to me expeditiously. Wendy is always helpful in directing my inquiries. Andrew, my latest "handler", is always available to lend an ear and dispense wisdom! I appreciate them all and would highly recommend IPA.

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  Gregg Bryars
  5

  A few years ago, we moved half of our savings and financial planning to IPA, under Ken Bellavance. We were so very impressed with Ken’s guidance, counsel and sincere care of our future, we transferred the other half just one year later. Additionally, we recommended Ken to my sibling & spouse and a few years later they are enjoying an early retirement. Ken is highly skilled, a great communicator, holds high values, trustworthy and fully equipped to guide and counsel us through the interesting phases of our lives during the current financial environment. I highly recommend IPA for your lifetime financial journey.

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  jesse brock
  5

  I have been a client of IPA for about 6 years and could not be more pleased with their service. They are not just focused on returns, they want to help you achieve all of your financial goals. Working with Ken has helped me learn/understand how to one day become financially independent. He helps me keep my emotions under control during those market downturns and to focus on the long term goal. They continue to earn my business and have referred them to many family/friends.

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  David Burriss
  5

  My wife and I have been working with Investment Planning Advisors for several years now. The team at IPA are the definition of knowledgeable, professional, and efficient. The provide insight into the market, planning for long term goals, and a partner working towards the future of our family. I am grateful for the relationship we have with Investment Planning Advisors, and look forward to many more years together with them. I highly recommend them to anyone looking for a trusted partner in financial planning.

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  Cammy Gibson
  5

  I have been investing with Investment Planning Advisors for many years now, and I can't imagine a better team to work with! Pat, Wendy, Ken, and the rest of the team at Investment Planning Advisors, are not only very professional, but also warm and caring, as well! They really take the time to help you understand your financial situation and give you the advice you need in a very personal way. The fact that they are affiliated with Dave Ramsey was what brought me to them initially, but now it is much more than that. I would highly, without a doubt, recommend them--they are awesome!

• E

  Edward Kern
  5

  We have been working with IPA for over 15 years. We feel very comfortable talking with them. They have provided excellent guidance and insight as we have planned for the future. Pat, Wendy and the rest of the team have always been professional and timely.

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  Karen Howard
  5

  A friend referred me to Ken Bellevance. I was very apprehensive about my approaching retirement. Ken explained how IPA works and that their profit depends on their clients doing well! We went over my situation in detail. IPA has been responsive with answers to my questions and they are very accessible. I have since retired knowing that my savings are in good hands!

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  Joe Rangitsch
  5

  IPA has always been there for me when I had a question or needed to adjust my long term goals due to life changing situations. I have done well by them, they are extremely professional, knowledgeable as well as just pain friendly. Over the long term, their advice has been very beneficial to me and my family.

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  Lee Rogers
  5

  The team at Investment Planning Advisors are fantastic. They can help you with all of your financial planning needs. I highly recommend them if you're local to Forsyth County. They are also a SmartVestorPro and adhere to Dave Ramsey's principles. If I were you I would look no further for planning your financial future.

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  T. M.
  5

  We chose IPA as a Ramsey SmartVestor. Andrew and Pat have always answered any questions promptly and thoroughly. We clearly understand how our investments are placed and the amount of risk involved. I would recommend this to anyone.