My husband and I were referred to Melody Townsend by a close friend. She and her company have not disappointed us. We were looking for guidance as we were nearing retirement. My husband and I are not savvy in this realm. Melody, with every call and meeting, was very informative and made the material easy for us to understand. Always explaining the plan for our portfolio. When we have questions and make a call, Melody and her team are on top of it, making sure those questions are answered in a timely manner and thoroughly answered. We couldn't be happier with our decision. To us, Townsend Financial Planning feels like a true family. The care about their clients!
Relationship to Financial Advisor: Client as of Apr 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.