Ponte Vedra Beach 4.0 (4)
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Matador Financial Planning, LLC is a local business serving Ponte Vedra Beach.
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Claim this listing4.0 on Google from 4 reviews · Read on Google
Recent Google reviews
I never write reviews but when someone goes out of their way, beyond protocol, I feel that the public should know. I reached out because I heard from other clients about how exceptional and customized their financial planning was. When I called, I knew I wasn’t another number. Eric took total care of my financial situation and showed me how I can truly make money while investing and planning for retirement. If he can make a believer out of me than I promise he will do the same for you!
I normally wouldn’t write a review like this, but I believe it’s important to share my experience. I had a personal relationship with Eric, during which I experienced situations that resulted in legal protection being issued by the court. Based on that experience, I observed impulsive, capricious and reactive behavior that raised concerns for me about judgment and emotional control under pressure. Since financial planning requires stable, thoughtful decision-making, I personally would not feel comfortable trusting his services.
You can’t beat the personal touch and customized financial planning experience offered by matador. Seriously, drop the large banks like Goldman or Schwab and use matador because you aren’t just another number, you are treated like a human being.
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