5 /5 Chris Dewards: I’ve worked with several financial planning firms over the years, and candidly, most left me frustrated, whether due to inexperience, high turnover, poor follow-through, poor or rushed service, and a general sense that I was just part of the assembly line. Most importantly, I found that firms in the past were always ‘selling me’ on something (ex: an annuity or life insurance policy I didn’t need) vs. educating. About 3 years ago I moved my family and business wealth to AFG, specifically Steve Kennedy’s team. A few things that were impressive:
Responsiveness- regardless of the complexity. Never issues sending an email into the void. Nothing slips through the cracks.
High-Level Acumen without the sales pitch- Steve’s been able to navigate extremely complex financial, estate and business owner topics and distill them down into plain English.
Support Staff- Whatever model they have, works real well. You don’t feel like you’re dealing with a call center but a well-run family business.
With Steve and his team, we feel as if we are family.
After years of bouncing between other firms that never really delivered, I couldn’t be happier with AFG. The combination of responsiveness, depth of knowledge, and the way they humanize financial planning is exactly what I had been searching for.
— Chris
