find place the Cedarwood Financial Partners - Financial Planner: Jeremy Self?
3 Lakeway Centre Ct Ste. 230, Austin, TX 78734
find phone number Cedarwood Financial Partners - Financial Planner: Jeremy Self 📱?
(737) 443-4300
What Clients Are Saying Cedarwood Financial Partners - Financial Planner: Jeremy Self (GG)
5 /5 Enrique H.: I met with Jeremy and learned so much about what financial planning really means. He took the time to explain everything in a way that made sense and helped us feel more prepared for all of life’s ups and downs. Jeremy is thoughtful, easy to talk to, and really knows his stuff. We truly appreciate his help and would absolutely recommend him to anyone looking for guidance and peace of mind with their finances.
5 /5 Martin Frey: Finding a financial advisor that you trust and have a great “fit” with is critical. Jeremy is one of those advisors who ensures things are done in your best interest. He will make sure that you fully understand what you are invested in and that your over all plan will get you to your goals. If you are looking for an advisor Jeremy is one you should consider.
5 /5 Katrina Scott: Jeremy Self is an amazing resource. He really cares about his clients. He really goes the extra mile! He will help you make your money matter! Local, dependable and trustworthy. He’s definitely not your average financial advisor.Highly recommended!
5 /5 Rita Marti: Jeremy is much more than our financial planner, he’s like family. He is someone we fully trust to guide, advise and protect our financial assets. But in addition, he’s someone we’ve had real talk with, prayed with and laughed with. Life is about more than financial security but when you’re aligned with the right financial guide like Jeremy, it sure makes for a better one.
5 /5 Mary Rush Johnson: Jeremy is extremely knowledgeable and a great advocate for me and my husband regarding our financial plan. He carefully assesses our current standing with the future needs in our retirement, he takes the time to explain various options for investing, and inspires confidence in us regarding our finances and our future. My husband and I highly recommend Jeremy.
Michele Baker My monthly budget was being consumed by several credit cards, so I reached out to them regarding debt consolidation services. They clarified for me how financial consolidation would streamline my affairs and perhaps result in interest savings. The therapist spent time going over all of my bills and coming up with a workable strategy.
Nancy Hilliard Daliss was extremely helpful and professional. I know she stayed late to work on my loan and answered every concern at each stage of the process.