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Solari Financial Planning, LLC

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Bedford, United States

solarifinancial.com
Financial plannerFinancial consultantFinancial institutionInvestment service· Financial planner· Financial consultant· Financial institution· Investment service

Solari Financial Planning, LLC Reviews | Rating 5 out of 5 stars (5 reviews)

Solari Financial Planning, LLC is located in Bedford, United States on 3 Executive Park Dr UNIT 9. Solari Financial Planning, LLC is rated 5 out of 5 in the category financial plannerfinancial consultantfinancial institutioninvestment service in United States.

Address

3 Executive Park Dr UNIT 9

Phone

+1 6034713088

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible toilet

Open hours

...
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T

Tracy Green

Solari Financial provided us with a thorough and objective analysis for a flat fee. Michael was always responsive to our questions and timeline. We received valuable advice at a reasonable rate. No sales pitch or hidden costs - very refreshing.

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Mark Beauregard

Michael was great to work with and very helpful. We were looking for a fee only financial planner and he provided us with a thorough and detailed plan. All of our questions were answered quickly.

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K C

We searched for a fee-only advisor on and off for several years, and finally found the right fit with Solari Financial Planning. (wish we had found Michael Solari sooner, but we do not live in the immediate area). We interviewed many CFPs across multiple states, but many were not truly fee-only (so be aware). Michael quickly made us comfortable with his process and his practical/rational approach. He makes it easy to ask questions or meet by phone or video chat, which is more convenient for us than in-office appointments. Highly recommend. UPDATE - we have now been working with Mike for several years and have been very pleased with the financial planning services. There have been no surprises at all with the fee-only structure. We feel confident in the recommendations and suggestions provided, which was very important while we navigated major life changes - jobs, new business, health insurance, college planning, and retirement planning, etc.

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Louise Eldridge

We chose to work with Michael because of his high ethical standards, fee-only practice and competent manner. We first met with Michael in 2014, in preparation for my retirement. Based on his analysis and advice, I felt comfortable in taking that big step. Since then, we have continued to meet regularly, and to seek his guidance to ensure that our retirement is well-planned, and provides the means to enjoy our retirement and continue to meet our financial goals. We wholeheartedly recommend his services.

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Matt Baczewski

Mike provides a valued opinion in regards to our personal and business finances. His ability to use technology to bridge geographical distances is an added convenience. I would definitely recommend Mike to anyone looking for a fee-only advisor.

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