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.

 

Our Process

We are proud to be an accredited business with the Better Business Bureau and our rating of A+.

Read the reviews our clients have posted. Click on the Better Business Bureau logo below.





Partners In Financial Planning, LLC BBB Business Review

We are pleased to provide references from existing clients upon request (permission granted).

Partners in Financial Planning
Partners in Financial Planning
5.0
Based on 21 reviews
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Julia FlintJulia Flint
11:38 24 Aug 23
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!
Peggie WebbPeggie Webb
10:54 24 Aug 23
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.
Sarah RutherfordSarah Rutherford
20:25 23 Aug 23
Lisa ReinardLisa Reinard
14:03 17 Aug 23
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.
Franklin HerzogFranklin Herzog
18:00 14 Aug 23
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.
Richard SchafferRichard Schaffer
14:24 14 Aug 23
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.
Jeffrey MerrimanJeffrey Merriman
16:38 09 Aug 23
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!
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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.

You dream it. We plan it. You live it.