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    Financial Planning Group

    3.0 (2 reviews)

    Services - Financial Planning Group

    Investment management

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    10 years ago

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    7 years ago

    I have been going to FPG for my tax prep for years. Duff and team are fantastic! Would recommend to anyone!

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    Financial Partners Credit Union

    Financial Partners Credit Union

    (3 reviews)

    itle: Appalling Experience -- Avoid Financial Partners Credit Union…read more I had one of the most shocking banking experiences of my life at Financial Partners Credit Union, thanks to a grossly unprofessional employee named LINDSAY HEDDON (A TOTAL BRAINLESS KAREN) . After only two months of banking here, I decided to close my account due to the staff's complete lack of understanding of combined personal and business checking accounts--a basic financial service any competent institution should grasp. Instead of calmly handling my decision, Lindsay threw a fit, became belligerent, and--unbelievably--called the police on me for informing them I no longer wanted to bank there. Let that sink in: I chose to close my account, and their response was to treat me like a criminal. CEO Nader Moghaddam should take this as a wake-up call. If this is the level of customer service his team delivers, it's no wonder customers are walking out the door. Financial literacy and professional conduct should be the baseline for any employee interacting with the public--clearly, this message hasn't reached the front line. I will never bank here again, and I urge others to take their business to a credit union or bank that respects its customers and doesn't resort to intimidation tactics when someone simply chooses to leave.

    System issues making it so you can't access any founds. What good is a bank if they won't let you…read moreaccess YOUR money.

    Purely Insurance Solutions - Purely Insurance

    Purely Insurance Solutions

    (146 reviews)

    I have been with Purely Insurance for over 10yrs! We have worked with Nicole and she has been…read moreamazing. Very responsive, and overall a pleasure

    Working with Travis Von Bartheld at Purely Insurance was a refreshing experience. I had reached out…read moreto several companies while shopping for quotes on multiple policies, and most of them wanted me to jump through hoops by filling out endless forms. It felt like they were making me do all the work just to give me an estimate. Travis took a completely different approach. He simply asked for my existing declaration pages, reviewed them, and came back with clear, straightforward feedback. Instead of trying to push me into switching, Travis told me that my current policies and pricing were already very competitive and recommended I stay with what I had. That level of honesty and professionalism stood out immediately, especially compared to others I spoke with. He also went a step further by pointing out one specific adjustment I could make to improve my coverage. That advice was thoughtful, practical, and focused on what would actually benefit me, not him. The process was fast and efficient, which I greatly appreciated. Travis respected my time and made sure every conversation was productive. He was direct when it mattered, but also patient in explaining the details so I could understand exactly what my options were. His knowledge of the industry was obvious, and his ability to translate that into meaningful guidance gave me confidence that I was making the right decisions. Insurance can feel complex, but Travis made it simple. He combined expertise with genuine integrity, which is rare to find. Based on my experience, I can confidently recommend talking to Travis at Purely Insurance if you are considering your options. Having an expert who is both highly honest and professional makes all the difference, and Travis proved to be exactly that.

    Financial Planning Group - investing - Updated June 2026

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