Reviews for Deaton Smith, CFP®, AIF®, ChFC®, WMCP®
I highly recommend Thayer Financial. They have been able to help me navigate how to plan and use my money so it works for me. They are attentive and explain things every step of the way. I feel much more confident knowing that they are helping to guide my financial decisions.
I had the pleasure of meeting with Deaton and Alison. They took the time to understand my financial health and offer strategies that support not only my goals, but comfort level that would specifically benefit me. While they are clearly experts in this field, I am not. Even as a long standing employee of a BIG bank, I have always felt intimidated by managing my money. I can’t emphasize enough the benefit of partnering with a boutique firm who focuses on their individual clients needs. After our thoughtful discussion, I am much more knowledgeable and actually feel empowered. Thayer Financial is truly in the business of helping and investing in people! I am extremely fortunate to have found a team who will guide me successfully as I transition into retirement. Thank you Deaton and Alison. I look forward to our future partnership!
We could not be more pleased with the financial planning support Deaton and his team of professionals provides. His process includes several meetings designed to get to know your financial goals and needs. Then, strategy meetings provide suggestions and insights designed to help achieve your goals. His personal touch and interactive financial tools are designed to give clients an informed, hands-on experience. We could not be more pleased with our decision to work with Deaton Smith.
I’m extremely happy that we made the decision to entrust our financial planning with Thayer. They are super responsive to our needs and worked with us closely to get everything set up. Highly recommend if you are in the market for a financial planner.
Excellent experience as Hubs and I retired together. Great communication, available for questions and discussion any time. Highly recommend!
Everything we wanted in a Fiduciary. Very friendly and attentive to our needs.
Personable and Outstanding Service – Service to clients is the Number 1 Priority
We have entrusted Thayer Financial for several years now and couldn’t be more pleased with the results. Deaton and Kelly while being very professional adds a personal element that we very much needed in dealing with our financial future.
Thoughtful, personal service and capable financial planner.
Very professional and always has my best interest at heart.
Deaton and Kelly are the best!
Kelly and Deaton have been very professional and extremely helpful with their financial advisory services. We have been extremely pleased and feel that we can truly entrust them with our financial futures! And it helps that they do not mind working with clients like us that are not technologically inclined.
Thayer Financial is the best. Robert will take care of you. He takes pride helping his clients. A Company you can trust.
Although we’ve just begun our journey with Thayer, our confidence in Kelly and Deaton is tremendous. From the very beginning, our experience through the consideration of their services and then onboarding has been first class and professional. They are always responsive to our questions, and they provided excellent references for us to personally contact. I thought I had done a lot of investment homework, but Kelly and Deaton have already provided insight on income management, insurance and taxes that will have long term benefits. With their analysis and projections, I have been able to move ahead with my retirement decision.
Thayer Financial is the best at what they do. Offering good and sound advice, consistent follow through, and quality service. They never hesitate to answer any questions we may have and go above and beyond to ensure we understand everything that is happening at all times. I wouldn’t trust my financial wellbeing with anyone else. You are in the absolute best hands with Thayer Fiancial!
Thayer Financial has been absolutely wonderful to work with. Deaton and Kelley are available to meet as much or little as you request, and are LITERALLY a phone call/email away at all times. They make a point to be transparent about current portfolio valuations as well as providing a comprehensive overview of long term planning goals and expectations. If you’re looking for MORE than somewhere to simply “set it and forget it” I would HIGHLY recommend Deaton and Thayer Financial!!!!!
Deaton and Kelly are great they have your best interest at heart and in this day and time that is very important and hard to find. You want be disappointed in them they work hard you and are always there when you need them … Great business with great people..
Deaton and Kelly are great to work with! I highly recommend Thayer Financial.
Deaton and Kelly have done phenomenal work for us and offer an amazing experience. Highly recommend to any business owner or soon to be retiree.
I chose Deaton and Kelly to be my financial advisors as they both truly care about their clients, in addition to their attention to detail and knowledge in the industry. They both earned my trust from the first meeting. They put my mind at ease regarding my financial future by taking the time to explain the market and how we would invest to maximize my returns for retirement. Great personal touches during the onboarding process as a client that you will not get from the cookie cutter firms in corporate America. Highly recommend them both!
Deaton really cares about his clients and Kelly always pays attention to the details. They make a great and trustworthy team. Truly the best around.