My husband and I were looking for a financial planner and Lula Financial gave us exactly what we were looking for. We shopped around and appreciated the way Amie explained financial concepts in a really easy way. They are also flat fee, non-custodial advisors, so they give you the tools to manage and invest your money on your own. The financial plan cost us $2,000 and then ongoing financial advising is $100 per month. Amie gave us a comprehensive financial plan based on our current finances and long term goals. She gave us clear steps to follow and implement the plan. We considered doing the ongoing advising, but decided not to when Amie told us that Fidelity (which we already used) does great long term retirement advising. I felt like I trusted the advice that we got with them really looking out for our best interests. Also, my husband and I haven't always been on the same page financially and Amie really helped bring us together to be on a unified financial front. This service was well worth it! I would highly recommend Amie and Lula Financial.

What a great guy! A few minutes into our exploratory call on business finance advice, Benjamin let me know that he couldn't help me as a financial advisor. But! He then proceeded to give me 10 free minutes of personal advise on starting a small business. He was personable, sweet, and encouraging. I'll definitely use Lula financial in the future for personal finance management.

Despite the recent bagelgeddon controversy, Ben has proven to be an outstanding and incredibly effective financial advisor. Talking finances with people is hard; Ben uses humor and wit to help diffuse the tension around your finances. I would highly recommend Ben to anyone that is interested in establishing a sound, long term financial plan.

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From the first encounter with RJ I knew he cared about taking care of me and was fully capable of doing so. I had no direction on how to best manage my money to use for long term investments and he made sure to guide me in making the right decision. He clearly explained why to make the choices he suggested through data that made it clear to me I was in the right hands.He clearly stressed the importance of putting myself in a financial position that would secure my future as I move into retirement and I thank him for that.Young or old, you WILL be as satisfied of a client as I am and will continue to be with the guidance provided by RJ!

I am so glad I made the decision to reach out to RJ and I definitely would recommend him to anyone else seeking solid financial advice that's presented in such an understanding and simplistic way. From the first moment I walked into his office, I felt comfortable & appreciated he remembered small facts from our previous phone conversation a month prior to my visit. RJ was able to clearly map out a financial plan and explain a personal investment strategy that was comfortable to me.

We have been working with RJ for about 5 years and we are so grateful for his knowledge and professionalism. He will fold you in like family and we appreciate his hands on approach to educating us about the stock market and initiating meetings to review the status of our portfolio. Our daughter, a recent college grad is also working with him.

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David has worked with me for the past year and a half. When my dad passed away, David set me on a financial path to help reinvest the little bit of cash I had from his passing. As a career teacher, planning for retirement and potential homeownership can be daunting. David is savvy, smart and kind. He is also straightforward about what I can and cannot afford. It feels good about having him working with my assets. Trusted and would highly recommend.

David has worked with me for the past year and a half. When my dad passed away, David set me on a financial path to help reinvest the little bit of cash I had from his passing. As a career teacher, planning for retirement and potential homeownership can be daunting. David is savvy, smart and kind. He is also straightforward about what I can and cannot afford. It feels good to having him working with my assets. Trusted and would highly recommend.

David has been a great help with managing my retirement accounts and helping to organize my financial life. He makes complicated tasks easy and straightforward. And he is happy to take the time to explain the jargon and answer questions. He provides pertinent information, offers advice when asked, and then lets me make the final decisions.

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