Match Point Financial - Ocala (FL)

5 /5 Lynn Richey: I started working with Chris over 22 years ago, when I had accumulated some money and was getting older. I knew nothing about financial planning and wanted to make sure I had a big enough nest egg for retirement. That’s when I met Chris and we started working on investing my savings. I really like that Chris is accessible. When you want to reach him, you can. If you leave a message, he calls right back. He’s helped me with tax questions, retirement planning, and he even helped me sort through my mom’s finances when she passed away. I will always be thankful for him. It was a hard time, and he really went the extra mile to help us out.

5 /5 Sunshine girl: Chris came highly recommended to me by a friend. When I met with him he was so easy to understand and knowledgeable. He really listened well to what my goals were. Other financial advisors treated me like a number. I never got the same person. Chris is the only one I speak to every time. It’s nice to have that personal relationship with someone who is managing your future. Chris takes the time to explain things. He always asks about my goals and where I want to be when I retire. He presents me with options as well as the reason behind why he’s making a suggestion. Chris has set me up for success and I highly recommend his expertise.