AIO Financial

I have been working with AIO financial for about 12 years and couldn’t be more comfortable. I feel secure with my future planning which has been personalized over the years. As life events happen, AIO has been with me the whole way. I feel supported and heard, in more than one situation, AIO has anticipated my concern and contacted me. And they know financial planning. I have recommended AIO to several friends over the years, no one has been disappointed. AIO is the best of small business; smart, sensitive, kind and stays current. I highly recommend.

Very informative and complete explanation, service is good and polite. To be honest, i think that Bill is a highly reliable CFP and will stay with him to manage my financial plan. To be honest it feels good when i have any kind of doubt and have all the answers to anything i need on the matter, highly recommend it.

Bill and his team are knowledgeable and consistent in their approach. Meetings are always productive, and they are always available in between scheduled meetings. We always walk away from our interaction with AIO having learned one or two new things.