Prudent Financial Planning Tamiami Trl, Naples

Prudent Financial Planning Reviews

• H

  Henry Colvin
  5

  I've been working with Pat for over 3 years now and would recommend him as a Financial Advisor. Pat provided immediate value by assessing my entire financial health, beyond a retirement portfolio, and put together a plan that we could execute. Working together, we made material changes to mitigate my liability exposure and adjusted insurance coverage (home, life, etc). With two young children, Pat educated and guided us through how to establish a trust, will and power of attorney. The thing I like most about Pat's approach to financial advising is his willingness to play with data that helps his clients make the best decisions. Rather than providing abstract advice, Pat will crunch the numbers to support the guidance and recommendations that he provides. If you make financial decisions based on data and numbers, then I would strongly recommend having a conversation with Pat.

• H

  Heather McIntyre
  5

  I've been working with Patrick at Prudent Financial Planning for about 6 months now and have had nothing but a positive experience. I made the switch from my previous large investment firm after feeling like they weren't taking my investments seriously and didn't have any substantial knowledge or offerings of Environmental Social Governance investment opportunities. Patrick and the Prudent Financial Team seamlessly walked me through transitioning my accounts and have taken the time to listen to my investment concerns and match me with investment opportunities that keep planet, people, and profit in mind.

• A

  Adam Tappen
  5

  I started working with Prudent about 3-months ago. I came from 10-plus years with one of the well know/major national retirement planning firms. What a refreshing change, I couldn’t be happier! Prudent is attentive to my personal financial planner needs, treats my money like it is their own with a low fixed cost and is proactive in communicating with me about my finances. They have put together the type of financial plan for me that I wish I had all along. I would highly recommend Prudent Financial Planning for any stage customer; from someone just starting out saving to someone who is already retired, they have the ability to support your needs.

• G

  Garrett M
  5

  About two years ago my wife and I made the decision to take a closer look at our finances, at our budgeting, and at our financial future. We also took a long hard look at numerous financial advisors, as well as their services, experience, and reputation. I can honestly say that working with Patrick Logue and Prudent Financial Planning was by far one of the best decisions we ever made. Patrick has taken the time to meticulously help us review our student loans, finances, investments, retirement plans, and stock investing opportunities. He has met with us in person and has patiently answered all our questions. We have since recommended Patrick and Prudent Financial Planning to our friends, family, and colleagues. If you have student loans, are just starting your career, are a long standing professional, or someone looking for sound financial advice, you cannot go wrong with Prudent Financial Planning.

• L

  Leo H
  1

  Prudent Financial Planning needs a lot more work before the company is ever going to succeed. The founder, Patrick Logue comes off as a very arrogant, untrustworthy, narrow minded person. After using his services, he does not treat others with respect and has a “money only” focus as his motive. When you ask a question or try to give pointers, he cannot handle criticism. I would highly advise anyone not to work with him but instead to find a better financial planner. Will not be going back here.

• Q

  Quinn Sheridan
  5

  I have been working with Pat since I finished college almost 4 years ago now. Paying off debt, while saving for adulting can be a stressful phase while getting started with your career. Pat laid out the best plan of attack from the start and I have accomplished a number of debt cancelling, saving, and investment goals including buying my first home while working with him. I didn't think it was possible to be where I'm at this point and I still don't think it would be without Pat. Thank you! Highly recommend!

• V

  Victor Bermudez
  5

  Prudent Financial Planning is top notch. I can't say enough about Pat's wealth of knowledge and personal service. He treats his clients like real individuals and doesn't use a one size fits all approach. He develops a relationship with his clients and really get's to know their needs and goals. This guy goes above and beyond. Highly recommended.

• I

  Isabelle Griesbach
  5

  My husband and I can’t say enough about how helpful Patrick has been in organizing our financials and keeping us on track with our goals. His suggestions are thoughtful and helpful.

• A

  Amy Gaffney
  5

  We have worked with Pat Logue for about a year now and he's done an excellent job of helping us work towards our personal and business financial goals. We would highly recommend him!

• C

  Christina Bies
  5

  Pat is awesome, really knows his stuff. And if he doesn't know with one hundred percent surety, he will find out. He also provides excellent resources.