This profile is uncertified and using publicly sourced data
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Business Details
About
Financial Planner
Our business is about relationships, and as such, we care for you! To give you the best possible experience, we do things a little differently. For starters, we cap the number of clients any advisor at our firm will work with at 75. We are also 100% fee only, meaning we will never sell you a product and earn a commission. With our fee derived as a small, flat percentage of the assets you entrust us to manage, we're not rewarded for selling... we're rewarded for growing. We want to grow your portfolio as much as you do because we sit on the same side of the table as you!
Location
Hours
Monday8:30 AM - 4:30 PM
Tuesday8:30 AM - 4:30 PM
Wednesday8:30 AM - 4:30 PM
Thursday8:30 AM - 4:30 PM
Friday8:30 AM - 4:30 PM
SaturdayClosed
SundayClosed
Reviews
Boost local visibility and reputation with reviews
Certify your brand4.5
1,821 reviews
5 stars
918
4 stars
467
3 stars
410
2 stars25
1 star1
What are people saying?
AI-generated from recent customer reviews
Food Quality
Customers generally enjoyed the food, noting it was fresh and tasty, although there were some complaints about specific items being cold or not prepared correctly.
Customer Service
Service quality was inconsistent; while some staff were praised for being friendly and helpful, others were reported as rude or indifferent.
Cleanliness
The restaurant was frequently described as clean, with positive remarks about the overall hygiene and condition of the facility.
Coupon Issues
Several customers expressed frustration over the refusal to accept coupons and issues with online orders, leading to dissatisfaction.
Operational Hours
There were complaints about unclear operational hours and being turned away before closing time.