-
September 2024 by Jeff Vaughn
I've been with David and his team for over a year now and could not be more pleased. They have done a fantastic job and have always been there to answer questions. We meet on a regular basis to review my accounts, current results and answer any questions.
5 out of 5 on account management and servicing. If you're looking for someone to handle your investments, I highly recommend!
-
September 2024 by Ellie Herreman
Senior financial planner and wealth manager, David Fountain, is the guy to go to! He’s very kind and will get you to where you need to be.
-
August 2024 by denver gammons
Always a very informative and interesting meeting
-
June 2024 by Maria Giordano
The Financial Consultants Group team is very knowledgable, helpful, friendly and great communicators! We are very thankful for their assistance and look forward to working with them for years to come.
-
October 2023 by Judith Clark
Great people to work with.
-
August 2023 by Margaret Crawley
David and the rest of his team are wonderful!! My husband passed away recently and they all were so kind and helpful. Without hesitation, I would recommend them for your financial planning needs!
-
August 2023 by Leslie Mitchell
FCG has been managing my finances for five years now. David Fountain understands the market, explains things in a way that's easy to understand, uses great analogies to keep me focused on the long-term, is a great listener, and is support by a phenomenal staff. Everyone is so awesome and kind and is clearly there to help you reach your financial goals. Highly recommend and have introduced my 22-year-old to David so he can help her map out her future as well. Would not trust her (or myself) in anyone else's hands.
-
June 2023 by Nan
David and all of the wonderful people at Financial Consultants continue to take excellent care of my financial needs. They are genuinely focused on providing expert professional service in a truly personal manner. I have complete confidence in David and would highly recommend Financial Consultants.
-
April 2023 by Jacob Pashia
We could not have asked for a better experience. They were knowledgeable, professional, and warm. Though we are at the beginning of our financial journey, we now know that we are moving in the right direction thanks to David, Sandee, Leslie and Kim.
-
March 2023 by Ashley Fountain
The reason why David and the team are so great is because they care about and listen to you. They truly pay attention to what matters most to you and find ways to incorporate that into your life while still making sure you have a clear understanding of your financial situation and how to set yourself up for success in day to day life, retirement and beyond.
-
January 2023 by Dustin Scharff
My family and I have been partners with Financial Consultants Group since 2012. David and the entire FCG team are focused on personal relationships to ensure together we are making the right decisions for our future regardless of the market, the economic landscape or our financial situation. Their approach is consistent which means every recommendation and decision is based on principles founded in industry expertise, local knowledge, and an understanding of our personal goals and dreams. Their success is defined by the success of their clients and as such, they put their focus on their clients first.
-
December 2022 by Chris Archer
I have known these guys for many years and what I like the most is there advice does not stop at where to invest ! They are there to advise on social security and Medicare based on our financial situation. The team is always there and easily accessible. They encourage those who have saved and invested to enjoy our retirement, after all that why we did itThanks for thinking of us not just our money !
-
December 2022 by Megan Fountain
Every member of Financial Consultants Group is very kind and helpful! Both Sandee and David have been especially instrumental in aiding me with my financials to prepare for the future. I would highly recommend them for anyone in any walk of life!
-
December 2022 by Katie Foodman
This is a wonderful place to get a solid financial plan from amazing people who are truly fiduciaries. They are highly professional and very detailed. I am on a great plan thanks to David and Sandee! I highly recommend them.
-
October 2022 by Pavan V Kulkarni
David, Sandee and their team are such lovely people and proficient at what they do! They are great educators because let's be real, most people are not educated enough on this so they take the time to explain everything. And best of all they are a local small business that gives back to the community. They care about their providing value service to their clients.
When I felt the need to have an expert look at my finances and help me in retirement planning, I started looking and did thorough research before finalizing on Financial Consultants Group, Inc. From the very first call with them, I got the impression that they place top priority on their client's needs. They setup a series of in person meetings with me and my wife - first to know us and build trust, second to understand my financial goals, third to gather all the data and fourth to make their proposal.
They made it as easy and as simple as possible for us to understand the proposal and plan next steps. Their approach is thorough and data driven.
I highly recommend them! There is a reason why David & Sandee have received national recognition and accolades for their job. Both are outstanding at what they do and I truly believe you get what more than you pay for. You won't regret it and I am sure they will quickly win your trust like he did for my wife and me. I am looking forward to a long relationship with them!