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August 2024 by Stephen Waerig
I was speaking with Eugene on and off for a few months about my portfolio before officially having him take over. It was clear that he would be a good fit to help me grow it based on my needs for the future. He takes time to listen and ensure every decision is best for me and my family. I look forward to working with him to help me prepare for my future.
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July 2024 by Matt Conard (F20Cyaaaa)
Eugene and the whole Isakov planning group have been phenomenal. They were recommended by my accountant and I've been very pleased with the professionalism and results they get. They didn't try and sell me on anything. Eugene first told me it was my money and I could do what I want with it. I highly recommend them!
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July 2024 by L M
Isakov Planning Group has been extremely helpful!
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July 2024 by Pavel Kovtunenko
Isakov Planning Group is the best. Of all the advisors I've tried to work with, Eugene put in the most effort to make sure I understood all the financial investment options I had available, and how to best utilize them. This firm is fast, affordable, and provides excellent service.
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April 2024 by Tasha Tomlinson
“Awesome Service ! I often recommend Eugene to anyone who listens”
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January 2024 by Alex Kleiman
Highly recommend working with Isakov Planning Group. Eugene is very honest, a wealth of knowledge and he cares very deeply about his clients and their financial success. He explains everything in great detail and is always available to speak on the phone or meet in person. Super happy to be working with Eugene.
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January 2024 by Jayne Loporto
It is with great enthusiasm that I am given this opportunity to rate my experience with Isakov Planning Group. I wish to say that over the past 30 + years, my experience with these professionals has been excellent. They are readily available to me at all times. They follow up with my questions. They present valuable information and choices. My current financial planner is Eugene. I look forward to his emails, phone calls and meetings. My husband and I have developed a personal relationship with Eugene. This is important when making decisions about investments and our future. I am grateful to have this group "in my corner" when needs arise, questions need answers and just to make sure our investments are stable. In closing, I would strongly recommend Eugene and Isakov Planning Group to others.
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December 2023 by Frank LoPorto
It has been my good fortune to be a client of Isakov Planning for the better part of 20 years. It goes without saying that their counsel has always been "on the money" and they conduct their business in a most professional manner. I am pleased to offer my highest recommendation of Isakov Planning.
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November 2023 by David Appelbaum
I've known Eugene from Isakov Planning Group for many years. He has demonstrated a wealth of experience that has helped his client navigate their finances to make or save money. But most importantly, he takes time to explain carefully their options and is always available to speak when they want to do so.
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October 2023 by Alexander Shubinsky
Eugene is great! He has done an amazing job managing my portfolio. Highly recommend.
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June 2023 by Sophia Kotlyarenko
Eugene has been a pleasure to work with. He is very knowledgeable and thoroughly explains all your options when it comes to financial planning. He is always reachable and ready to answer and explain any questions you may have. He makes you feel comfortable putting your money in his hands.
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June 2023 by Benjamyn Ballard
Eugene is committed to my success and has old school charm with a new school attitude. Great communication and drive to serve me as his client.
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May 2023 by Irene Shteynberg
Eugene is very knowledgeable and provides a lot of information about financial planning. I highly recommend and trust his advice.
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February 2023 by Sam Ruvinov
I'm very impressed! Eugene always had the time to answer my calls and answers to all my questions and concerns. It's nice to deal with a person who really knows his stuff and always ready to help.
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February 2023 by Cheryl Evans
Eugene has done a fantastic job of on boarding myself and my family for our new retirement investment accounts. He explains everything in detail and answered all of our questions. He makes the process to get started investing in stocks easy. You don't have to be rich to have a financial advisor - in fact the best way to grow your wealth is with a financial advisor, so no investor is too small for Eugene. I highly recommend Isakov Planning Group and Eugene Kuntorovsky!
