FirstFloor Financial LLC

FirstFloor Financial LLC Financial consultant in

FirstFloor Financial LLC is a well-regarded financial consulting firm based in the America/New_York time zone, offering expert financial advice and planning from Monday to Friday between 8 AM and 5 PM. The firm is closed on weekends, ensuring focused attention during the business week to meet clients' financial planning needs. Known for its commitment to client satisfaction, FirstFloor Financial LLC has garnered positive reviews, reflecting its expertise and reliability in delivering tailored financial solutions.

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning
• Wealth Management
• Tax Planning

Cost Range

The cost for services at FirstFloor Financial LLC varies based on the complexity and scope of the financial planning required. Initial consultations may range from $100 to $300, with ongoing management fees typically being a percentage of the assets under management.

Local Tips

• Schedule appointments early in the week to ensure availability.
• Prepare a list of financial goals and current financial statements for your initial consultation to maximize the effectiveness of your session.
• Consider visiting during off-peak hours (mid-morning or mid-afternoon) for a more relaxed experience.

FAQs

What should I bring to my first consultation?

Bring recent financial statements, tax returns, and any relevant documents related to your financial goals. This will help the consultants provide more personalized advice.

Do they offer virtual consultations?

Yes, FirstFloor Financial LLC offers virtual consultations to accommodate clients who prefer remote meetings or are unable to visit the office in person.

How do I schedule an appointment?

Appointments can be scheduled by calling their office during business hours or through their website's contact form.

Monday: 8AM-5PM | Tuesday: 8AM-5PM | Wednesday: 8AM-5PM | Thursday: 8AM-5PM | Friday: 8AM-5PM | Saturday: Closed | Sunday: Closed
America/New_York time zone
average rating from reviews for FirstFloor Financial LLC: