Rebecca Francis Financial Planning -

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Phone: 7572988577.

Specialties: Financial planner, Service establishment.

Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Rebecca Francis Financial Planning

☎️7572988577

⏰ Open Hours of Rebecca Francis Financial Planning

Monday: 9 AM–5:30 PM
Tuesday: 9 AM–5:30 PM
Wednesday: 9 AM–5:30 PM
Thursday: 9 AM–5:30 PM
Friday: 9 AM–5:30 PM
Saturday: Closed
Sunday: Closed

Rebecca Francis Financial Planning is a reputable financial planning firm located in Newport News, Virginia. With the main phone number 7572988577, this company has established a strong presence in the financial services industry. Rebecca Francis Financial Planning specializes in financial planning and service establishment, making it an excellent choice for individuals seeking expert guidance on their financial journey.

The firm's office is strategically located at

"1234 Main St, Newport News, VA 23601"

, offering easy access for clients in the area. The physical location also adds a sense of trust and reliability, as clients can visit the office and meet the team in person.

Rebecca Francis Financial Planning has received glowing reviews from its clients, with a total of 7 reviews on Google My Business. The average opinion rating is an impressive 5/5, indicating a high level of satisfaction among those who have sought their services. This information is crucial for potential clients, as it demonstrates the company's commitment to client satisfaction and its ability to deliver results.

In terms of the firm's specialties, Rebecca Francis Financial Planning excels in financial planning, a critical area for individuals and businesses looking to secure their financial future. By offering financial planning services, the firm helps clients establish clear financial goals, develop customized strategies, and monitor progress over time.

As a service establishment, Rebecca Francis Financial Planning focuses on providing a solid foundation for clients to build and manage their wealth. This encompasses various aspects of financial management, such as investment planning, retirement planning, tax planning, and estate planning.

When searching for a financial planning firm, it is essential to consider several factors, including expertise, location, and client reviews. Rebecca Francis Financial Planning stands out in all these aspects, making it a highly recommended choice for those seeking financial guidance and support.

👍 Reviews of Rebecca Francis Financial Planning

Ashleigh Harris

5/5

Rebecca helped advise me with both my finances and creating a future plan for my daughter. The whole process was smooth from the initial meeting through to the follow up meeting and finalising the arrangements. The service I received was second to none.

Rebecca was easy to talk to, explained everything clearly and in a simple manner which really helped with my understanding of the terminology and implications. She was really knowledgeable and tailored all the advice to my circumstances throughout our discussions. She took her time to understand my current circumstances and my goals for the future, and I felt that all her advice given reflected these circumstances and goals.

I would highly recommend anyone who is looking to sort out their finances and plan for the future to get in touch with Rebecca as her advice has been invaluable.

Elle Brewerton

5/5

Rebecca is reliable, honest, trustworthy and approachable. Always willing to give un-biased advice and support to clients and prospective clients. Rebecca spent time to understand my current situation, goals and future plans which then meant she could tailor the whole package to my needs. From day one Rebecca has been helping me make better financial decisions. I can’t recommend Rebecca enough and would encourage anyone to get in touch with her today!

Niamh Newstead

5/5

Incredibly attentive and helpful and super professional! Made me feel instantly comfortable and well-looked after in regards to my financial matters. Rebecca was very informative and taught me a lot about my options with money, which I found extremely helpful in deciding different routes of investment. I look forward to continuing to see her in the future!

Jake Francis

5/5

We received financial planning and life protection advice from Rebecca and were very pleased with the service she provided. She was approachable and professional and found us bespoke solutions that fitted perfectly with our requirements. Would highly recommend.

Sarah Begley

5/5

Thank you Rebecca for taking the time to identify my financial needs. I found our meeting very insightful, you were approachable and explained things in simple language. I look forward to working with you in the future!

Emily P

5/5

Rebecca was extremely knowledgeable and helpful. I would highly recommend her services. Her insight has helped me to protect my future and make my money work so much better for me. Thank you Rebecca!

leysa piller

5/5

As I take my first step into retirement Rebecca has offered me expert financial advice, has been very understanding of my needs and shown respect at all times. Thank you so much.