Plan2Retire

Apr 22nd, 2022

Everyone is always very friendly! Jeff is very knowledgeable and listens to us. His office is very comfortable and he makes you feel at home in his newly remodeled office
Jul 25th, 2021

About 3 years ago I was looking for a financial advisor that would guide and offer financial advice to my wife and I as we began to plan for retirement. I met with two financial advisors that didnt seem all that interested, in fact I felt like I was just a number to them. I then met with Jeff Bowers who personally met with both my wife and I so he could understand our current and future financial goals. Jeff took the time to answer our all financial questions and concerns we had and how to prepare for retirement. Since our first meeting, either Jeff or someone from his office reaches out to us occasionally to see if we have any questions or if we would like to meet with him. Jeff and his staff are cordial and friendly. I would encourage anyone looking for financial guidance to meet with Jeff.
Jul 25th, 2021

I really like that Jeff is focused on my needs for my situation. He listens to what I think I want and then helps me to see what I really want and need. He helps me to navigate towards the goals we have set up for my short and long term plans. He is very knowledgeable and very easy to work with. He has assembled great staff members to help him to help me achieve my goals. You want to get a road map to achieve your retirement goals, then Jeff and Plan2Retire is the place to go.
Jul 15th, 2021

Have nothing but good things to say about Jeff Bowers and this company. They have carefully planned and grown our retirement funds and incorporate a web page so the client can track everything. In addition we meet with Jeff personally twice a year to check on things. Jeff or someone in the office is always available to talk directly with if we ever have any question or concern. We are very satisfied with the services provided and highly recommend Plan2Retire!
Jul 13th, 2021