5 Stars
✅ Wealthtender Certified Advisor Review™
I am not the usual review person, but I have to make sure everyone knows how helpful Arch Financial Planning really is. Cecil is one of the smartest people I have ever worked with, who knows his craft inside and out. Unlike some financial firms trying to push an agenda on you, or trying to get you to say yes to one of their offerings or packages, Cecil works with you to figure out your goals and helps you come up with a plan to reach them. He is willing to think outside the box and look at things from all aspects, which I always find so helpful. He is always willing to help, knows what his limits are, and really helps you figure out what is important. I can't recommend Cecil enough, his firm gives clients the personal attention and customer service that is really uncommon in this day and age.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Cecil is amazing, you truly get the help you need even if you have a quick question he make sure he answers it or gets back to you and quickly too with the information. We are so happy we switched to him. He is a master of his works/craft and what’s important he cares about what he does and his clients.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Analysis
✅ Wealthtender Certified Advisor Review™
Cecil provided a very thorough, unbiased analysis of my student loans and provided an easy to follow plan for repayment. I didn’t feel pushed to purchase additional services and he even responded to a follow-up question in a very timely manner. Excellent value!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Advisor Review
✅ Wealthtender Certified Advisor Review™
I am an attorney and friend of Cecil Staton. I believe that he is an excellent financial advisor. He has always been very disciplined and good at preparing for the future financially.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: This is a personal friend
Five Stars
✅ Wealthtender Certified Advisor Review™
My investments are diversified, but low risk for my age. Happy with his suggestions and advice.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: This is a family member of the advisor.
Five Stars
✅ Wealthtender Certified Advisor Review™
My husband and I have been very pleased with the services Cecil has provided, as he has taken our personal goals and desires into account when helping us plan financially for the future of our growing family. Cecil has advised me on the best plan of action to implement to ensure my student loans are paid off in a timely manner and how to save appropriately in order to retire at the age I want to.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Verified Client (Per Indyfin - Imported Review)
5 Stars
✅ Wealthtender Certified Advisor Review™
Everything very professional and satisfactory. I highly recommend. Great to work with.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: This is a family member of the advisor.
Five Stars
✅ Wealthtender Certified Advisor Review™
I’m very appreciate for the worth that he does to prepare for meetings and post meetings with homework to answer any and all questions. Cecil has tailored his conversation to fit my needs. He has shown this through exploring different retirement tools but also learning my business and my cash flow situation. By forecasting the future and wanting to know my personal and business goals.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Verified Client (Per Indyfin - Imported Review)
Five Stars
✅ Wealthtender Certified Advisor Review™
Cecil is great and will help anyone achieve their goals
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Verified Client (Per Indyfin - Imported Review)
Excellent experience from start to finish. Professional and efficient.
✅ Wealthtender Certified Advisor Review™
Specialized and efficient management of student loans. Navigated Public Student Loan Forgiveness process.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Verified Client (Per Indyfin - Imported Review)
The level of service we have experience has exceeded our expectations.
✅ Wealthtender Certified Advisor Review™
He has always considered our current employment status and business ownership in making recommendations about the direction of our investment strategy.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This is a family member of the advisor.
Verified Client (Per Indyfin - Imported Review)
Solid advice to help you achieve your goals and objectives.
✅ Wealthtender Certified Advisor Review™
Cecil has taken the time to learn about our portfolio, ask what our goals and objectives are, then provide honest, solid feedback with recommendations to review that included a pathway forward which takes into account our priorities. He offers an excellent explanation and is available to answer your questions anytime.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Verified Client (Per Indyfin - Imported Review)
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