What Clients Are Saying Concierge Financial Advisory (GG)
5 /5 Donna: It was an absolute delight to work with Concierge Financial Advisory. Constance Craig Mason is the consummate professional. Constance explains everything in a clear and concise manner. She genuinely cares about you as a person and wants to ensure you have a sound financial plan and legacy for your family. If you are looking for someone to assist you in your planning process do not hesitate to contact Concierge Financial Advisory. You will not regret it!!!
5 /5 Jerome Walker: It has been a pleasure working with Constance as my financial advisor. Her dedication and commitment to helping my wife and I with our financial situation and goals has been outstanding. If you’re looking for a professional financial advisor, I highly recommend Constance and her team.
Beans and Friends Denise was very helpful when we were looking to switch home insurance. She’s lent the time to help us find a plan that was right for us and walked us through the policy so we understood exactly what we were getting. She was great about answering all questions and gave us a comprehensive plan that included everything we had under our old insurance policy, but with even more coverage at a lower rate. She was extremely friendly and knowledgeable. We highly recommend Denise!
wellma66 My experience was amazing I knew exactly what I was getting into. they talked to me about everything I was doing. Offered me the stuff they had to offer and I walked out knowing exactly where I would be. Also the staff was super friendly and made me feel great while I was there.