Council Tree Financial Reviews (1)
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Council Tree Financial Rating
Description: Insurance Services, Business Consultants, Estate Planning & Management, Consultant - Planning, Financial Planning Consultants, Insurance Agencies and Brokerages (NAICS: 524210)
Address: 938 W Cecil St, Neenah, Wisconsin, United States, 54956
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www.counciltreefinancial.com
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[redacted] and her awesome staff have gone above and beyond any expectations that I would ever have. She helped my father to use his retirement funds wisely and continued to patiently meet with him and myself as I became his P.O.A. She explains complicated financial plans so that even I could understand. [redacted] was so respectful of my father as his Alzheimer's disease progressed. His once brilliant mind (he used to read the Wall Street Journal daily and carefully choose areas in which to invest)was unable to make financial decisions as his disease progressed. I am so impressed at the way [redacted] has helped me with his estate and she has gone far above the necessary details. As I am struggling with some intangible deciisions, she encouraged me to pray... Exactly what I needed to hear and needed to do. I have recommended [redacted] to my siblings and others. She is my first choice as my husband and I prepare for retirement.