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- Dana K.Suffolk, VA398218155Nov 12, 2010First to Review
We found Lighthouse Financial Group through the Dave Ramsey website. The financial advice we have gotten has been excellent and we really appreciate the fact that the group follows Dave Ramsey's "plan." They are helping us reach our financial goals.
My only issue is that they are not always prepared at the start of the meeting, so make sure you bring copies of your paperwork as it will help things move more quickly.Helpful 2Thanks 0Love this 0Oh no 0 - Marv C.Uxbridge, MA3730465Sep 5, 2014
I am a follower of the Dave Ramsey method of investing and we were referred to Lighthouse Financial Group. They understood what I wanted, helped me with my goals, and we are well on our way to financial peace.
They are always available and I agree with the other reviewer that it is in your best interest to be involved when scheduling meetings and have things ready to discuss. If not, meetings will go longer than needed.
When I was with Morgan Stanley, I was always snubbed in favor of bigger clients and my money didnt seem important to them. Lighthouse explains everything, they empower you, and they dont make you feel financially dumb. I would recommend them to anyone that wants to get out of debt and start building wealth.Helpful 0Thanks 0Love this 0Oh no 0