Financial AdvisorJacksonville 4.0 (5)
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Financial Advisor in Northeast Florida
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Claim this listing4.0 on Google from 5 reviews · Read on Google
Recent Google reviews
Carolyn and her team have been helping my family, and I mean our entire family, for many years. I highly recommend them and am grateful to have them as a resource. LPP go above and beyond to provide their assistance and knowledge in a conservative, thoughtful, and individual manor. They have made themselves so available at each and every turn and are genuinely concerned for their clients well being, financial knowledge, and financial independence. I can not speak highly enough about Carolyn's character and integrity.
Carolyn and her Life Planning Partners Team are EXCEPTIONAL!! Hands down............ Their Life Planning Model has given my wife and I a peace of mind that we have never experienced!! We feel SO FORTUNATE to have them on our Team!!
Choosing Life Planning Partners was the single best decision I ever made. For less than half of what most strictly "financial advisors" charge, LPP does this in addition to long term healthcare planning, tax planning, cash flow planning/analysis, insurance reviews, assistance with estate planning, etc; LPP is essentially a "full service" lifelong planning resource with full knowledge of aforementioned services. They have fully and completely researched investments depending on your risk tolerance level and have provided me instant answers to my frequent inquiries. LPP has earned my trust and allowed me to "take the worry away and enjoy life". They are more than a bargain for the myriad of services provided!
Very informative website. Seem very interested in helping their clients
awful business, would personally avoid at all costs
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