Investment Planning Advisors - Cumming (GA)

5 /5 jesse brock: I have been a client of IPA for about 6 years and could not be more pleased with their service. They are not just focused on returns, they want to help you achieve all of your financial goals. Working with Ken has helped me learn/understand how to one day become financially independent. He helps me keep my emotions under control during those market downturns and to focus on the long term goal. They continue to earn my business and have referred them to many family/friends.

5 /5 Peter Mauger: Ive been with Pat Paxton and his team now for 14 years. Although I have never been a big-ticket item for them, I have never felt that affected the way they treat me. Theyve been very responsive and attentive and proactive in the management of my portfolio. I believe that I have benefited from their expertise and am, consequently, much further along the path of meeting my goals than if I had gone it alone. I can call Pat himself and he will either answer right then or get back to me expeditiously. Wendy is always helpful in directing my inquiries. Andrew, my latest "handler", is always available to lend an ear and dispense wisdom! I appreciate them all and would highly recommend IPA.

5 /5 Cammy Gibson: I have been investing with Investment Planning Advisors for many years now, and I cant imagine a better team to work with! Pat, Wendy, Ken, and the rest of the team at Investment Planning Advisors, are not only very professional, but also warm and caring, as well! They really take the time to help you understand your financial situation and give you the advice you need in a very personal way. The fact that they are affiliated with Dave Ramsey was what brought me to them initially, but now it is much more than that. I would highly, without a doubt, recommend them--they are awesome!

5 /5 David Burriss: My wife and I have been working with Investment Planning Advisors for several years now. The team at IPA are the definition of knowledgeable, professional, and efficient. The provide insight into the market, planning for long term goals, and a partner working towards the future of our family. I am grateful for the relationship we have with Investment Planning Advisors, and look forward to many more years together with them. I highly recommend them to anyone looking for a trusted partner in financial planning.

5 /5 Josh Wichman: Andrew is highly competent and knowledgeable. I’ve worked with Andrew for two years now and he’s helped to put a great financial plan together for my family. Great to work with and I highly recommend.