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    WFG The Story Makers

    4.7 (12 reviews)
    Closed 10:00 am - 5:00 pm

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    Review Highlights - WFG The Story Makers

    The associates at this new WFG office helped me with my financial planning with their complimentary financial needs analysis.

    Mentioned in 3 reviews

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    Impact Fiduciary - Patrick Dinan, CFP® Founder

    Impact Fiduciary

    (36 reviews)

    A few years ago, after receiving an inheritance, I spent a great deal of time researching and…read moreinterviewing fiduciary financial planners. Since we had never needed one before, my husband and I wanted to be sure we were making thoughtful decisions for our future. We ultimately chose Patrick, and we couldn't be happier with that decision. His focus on sustainable investing made him stand out even more and aligned well with our values. Patrick is not only highly knowledgeable and professional, but also approachable, thoughtful, and easy to talk with. Nearly three years later, we remain extremely pleased with both his guidance and the results. The addition of Rachel Strong to the team has been another positive development. She has been wonderful to work with as well, and together they provide outstanding service and support.

    My husband and I were looking for a financial advisor after years and years of trying to manage it…read moreon our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come!

    Agahva Consulting - Office Exterior

    Agahva Consulting

    (10 reviews)

    Vahagn was awesome. I had about 20k in credit card debt that I was looking to settle. Overall, we…read morewere able to get it done just south of 40% of total debt amount. Vahagn was great, we ended up getting the job done at the end of the day and that's what matters. Beware of Lexington Law tho, if you're trying to repair credit. Them boys is no good. Get yourself a secured credit line open at a couple credit unions, that'll do wonders. Just my experience. Score it back around a 650 after it was south of 550 this time last year. As always, the progress feels good. If you're looking to get your debt settled for a fraction of the amount, Agahva Consulting is your go to people. Go for it!

    I have been working with Agahva Consulting since early 2013. My opinion on Vahagn and his work is…read morenothing short of outstanding. He looks to educate you, give you all possible and beneficial options (without pushing you to do something which will not be to your advantage) and finally takes care of all the logistics. Most importantly he was very honest and patient while communicating with me. I am truly glad to have met Vahagn and worked through Agahva Consulting as the opportunity has been able to set a plan towards paying my debt off and doing it in the most efficient manner. Anyone who is interested in getting their debt issues resolved and/or just get educated on financial matters should make the time to sit down and talk to Vahagn, he will prove to be very professional as a business owner and likable as a person as well. Thanks Vahagn for all you do!

    WFG The Story Makers - financialadvising - Updated June 2026

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