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Posted on Stacy HeinsenTrustindex verifies that the original source of the review is Google. We reached out to Falcon Wealth Planning with general questions about our existing 401k and retirement planning. Sam was extremely helpful regarding our inquiries and pointed us in the direction that would best suit our needs.Posted on Jonathan MillerTrustindex verifies that the original source of the review is Google. Great to work withPosted on Alexander GonzalezTrustindex verifies that the original source of the review is Google. Very helpfulPosted on Paula GraceTrustindex verifies that the original source of the review is Google. I was quickly connected with financial analyst, Jake, who was very informative and helpful. Will be returning to Falcon Wealth in the future.Posted on Laura AlfaniTrustindex verifies that the original source of the review is Google. I spoke with Sam today seeking guidance to support our next steps in building a foundation in our long term financial planning. Sam provided honest guidance, suggesting we continue to work through the Dave Ramsey baby steps. I didn't feel pressured to spend funds and was reassured in our work towards next steps.Posted on Nick AvolioTrustindex verifies that the original source of the review is Google. Jason was extremely informative and helpful. He answered all of my questions and helped point me in the right direction with everything I needed. I greatly appreciated his honesty and genuine care for my best interest.Posted on Pankaja IndurkarTrustindex verifies that the original source of the review is Google. Sam was very good in explaining us all the financial questions we had. He guided us with some excellent suggestions and recommendations for investment. Thank you!
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