What Others Say
Creating smiles.
Nothing says it better than what others have experienced.
At Partners in Financial Planning, we value what our clients have to say about us and our services. You can feel confident you are getting more than just a financial plan. We see our relationship as a partnership and care about your financial wellness.
I feel that I got personalized attention, and that they understand how I operate when it comes to my finances. I get support and information to help me make financial decisions/
Consistent, reliable, trustworthy people that successfully managed my late father’s assets, allowing him to pass fulfilling his wishes. I have since entrusted them to manage mine, as well as helping my young adult children start off on the right foot with a strong financial plan. I highly recommend them.
I have been a client since January 1999, which technically is before PIFP began. For twenty-five years I have been most satisfied as PIFP has met our financial objectives of managing our finances allowing us to enjoy life without having to concern ourselves with financial matters. At one time I never thought that situation was possible, but I am truly grateful for our experience with PIFP; even our recently retired son, who viewed our experience, has subscribed to a retirement financial plan with PIFP.
Jim Pearman and his associates have helped my family in so many ways. We have worked with them for 25 years and they have always been their for us.They have made a positive difference in our financial success.
PFP has been handling my finances and investments for over 15 years and I couldn't be happier. I think it would be difficult to find a group of financial planners who offer the same level of expertise, friendliness, accessibility, and patience.
My wife and I have been with Jim Pearman since he started PFP (and even before) and we have not been disappointed. He and his partners understand the full landscape of personal financial planning, not just investing. They are a top notch firm for those who care more about financial security than chasing the latest hot investment.They will counsel you, advise you, cajole you, and invest for you so that you have peace of mind about financial security. Highly recommended.
The two PiFP advisors I have dealt with are top-notch! Their advice is well researched and user-friendly! Each is available by email, phone or in person. The newsletters are timely; the emailed advice when the markets change quickly is prompt and clear! I have been very pleased!
Deciding to partner with these exceptional financial planners has been one of the best decisions of our life. They truly work as partners, always asking for our input and opinions and adapting to our personal goals. Because of choosing this firm years ago, we have reached our financial goals and are heading into retirement with no financial worries. They are the best!
We are long term clients with PFP and have never been disappointed with any advice or recommendations given to us.We have worked with Jim, and mainly Pam, during these years and have found their advice and recommendations produce the financial results one would hope for. In dealing with them, it's not just about the financial results, but also the availability when we need a question answered or discussed. We have nothing but strong and positive feelings about our relationship with Partners in Financial Planning, both personally and professionally. We have recommended Partners in Financial Planning to our daughter and granddaughter, who are now clients. We have no stronger recommendation than that!
We have been with Partners in Financial Planning for many years. My family trusts them with our financial goals and dreams! They are always there to provide advice, management and clear vision of our financial assets and are always prompt when we call or email! We highly recommend Partners!
Many years ago when I was looking for an investment firm, one of my main concerns was to have the peace of mind that my money was going to be safe as well as growing. If you want honest financial advice from a team of the best, most trusted and respected firms in this area, this is the place for you.
The planners are all very knowledgeable. Likewise, easy to talk to and always available to help. The overall services are the most affordable in the Roanoke/Salem area. Stop paying 1% for an advisor who does half the work and has half the knowledge. Get a plan for your future and feel confident. Stop feeling lost and afraid like I felt. I highly recommend Partners In Financial Planning in Salem. I am no longer afraid if something happens to my husband who does all the planning. This was the best decision we made a year ago. I feel at peace.
My wife Janice and I were fortunate too begin working with Pam and Partners in Financial Planning many years ago! It probably was the best financial decision we ever made! This is a first class, professional organization of great people!Frank HerzogRadford, Va.
I have been working with Jim Pearman and Partners in Financial Planning for over 25 years now and have found them to be outstanding advisors. Not only do they have a very fair fee structure that is straight forward, they also have provided consistently sound financial guidance for me over many years. In addition, they have also delivered amazing, friendly, and timely service for the entire time I have worked with them. I highly recommend them to you.
If your goal in retirement, or even before, is a feeling of financial security, then talk to the folks at Partners in Financial Planning. I sleep easy knowing Rich Bryan at PiFP is watching over my money and investments. Rich and the team are great to work with, taking time to listen and understand our goals and dreams, and making sure we understand the answers to any questions we have on how to reach those goals and dreams. They put in the time and hard work, so we no longer have to!
The above reviews were all provided by clients of Partners in Financial Planning. No compensation was provided in exchange for any of these reviews.
You can feel confident you are getting more than just a financial plan.