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Highland Financial Advisors, LLC

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Wayne, United States

highlandplanning.com
Financial plannerFinancial consultantInvestment service· Financial planner· Financial consultant· Investment service

Highland Financial Advisors, LLC Reviews | Rating 5 out of 5 stars (2 reviews)

Highland Financial Advisors, LLC is located in Wayne, United States on 1680 NJ-23 Suite 210. Highland Financial Advisors, LLC is rated 5 out of 5 in the category financial plannerfinancial consultantinvestment service in United States.

Address

1680 NJ-23 Suite 210

Phone

+1 9735572933

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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Daniel Sheff

We have worked with Reed and the staff and Highland Financial for about a year and a half. We've had a uniformly positive experience. Reed is very knowledgable, and his explanations are patient and clear. His approach to investment management is sound and sensible. With his help, we have simplified our investment strategy, and improved our financial planning and organization. We feel that we are getting good advice, that has our best interests at heart. Reed has been careful from the very beginning of our relationship to assure that our plans match the goals that we ourselves generate. He has helped us through a large transition, with great skill. When it was needed, he spoke with our attorney and our accountant. (They were each impressed with him as well.) He has made himself available to our children, for their own early financial planning. His integrity is impeccable; we feel comfortable with him, and confident in his guidance.

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Patrick Thaller

Reed and his team at Highland Financial are top flight advisors as well as good, honest people. I enjoy their approach to analyzing my wealth and life projections. I am retiring in less than a month and their advice is valuable and thought-provoking. I recommend them.

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