Reviews
This profile includes reviews for P.M.N. Financial Associates, LLC's headquarters and its corporate-owned locations. To view all corporate locations, see
Customer Review Ratings
Average of 10 Customer Reviews
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Review fromJackie C
Date: 05/08/2024
5 starsWe couldn't be more pleased with our experience with our financial advisor, *****************************. Not only is she incredibly intelligent, but her sense of humor made our meetings enjoyable. She didn't just tell us what we need or consider doing, she took the time to explain complex topics in a way that was easy to understand. She provided us with valuable insights and considerations that we hadn't even thought about. We feel much more confident about our financial future thanks to her guidance.Review fromJill M.
Date: 05/06/2024
5 stars********* and her team go above and beyond!! There knowledge and expertise makes everything go smoothly.Review fromMark D.
Date: 09/13/2022
5 stars***************************** and her staff are incredible. Helpful, knowledgeable, and compassionate. Highly recommendedReview fromMichelle D
Date: 08/19/2022
5 starsI am so blessed and happy to have met Priscilla because of my father-in-law whom she took great care of financially. She is a class act along with her entire office. She goes out of her way to make sure you're getting the best service she can offer. Priscilla is an amazing person and extremely good at her profession and I have and will continue to share PMN Financial with friends n familyReview fromCheri T
Date: 08/18/2022
5 starsMy husband and I met the team at PMN at an event they held for info on SSI. We decided we would schedule an appt to meet with Priscilla to get a better understanding of our SSI options. Best decision we've made for our financial future. She is knowledgeable, honest and very hard working. I would recommend PMN to anyone interested in planning for retirement.Review fromLido M
Date: 06/20/2022
5 starsLido M
Date: 06/20/2022
********* and her staff are incredibly knowledgeable and friendly. They have a way of making me feel like I'm with family whenever I have to call or go into the office. She has saved me from a lot of future headaches just by the way she has secured my future and my retirement. I will forever be grateful for her and her team. She's a godsend...
P.M.N. Financial Associates, LLC
Date: 07/20/2022
Thank you for sharing your positive experience with PMFA! We strive to serve every single one of our clients with respect and professionalism, having our experienced team address every need with care and diligence for the betterment of your retirement. We appreciate you!Review fromJavier O
Date: 06/16/2022
5 starsGreat communication from the team at PMN financial. Informative with the current times.Review fromNancy S
Date: 06/07/2022
5 starsNancy S
Date: 06/07/2022
Priscilla is one of the most creative and knowledgeable people in her field. It is impressive. She takes time above and beyond the ordinary to make sure you understand everything involved in the processing of your account. Priscilla is genuinely kind and listens to what your needs are for the short term and the long term. She is not a salesperson. She is an educator. Her team goes the extra mile to make sure you are comfortable in every way.P.M.N. Financial Associates, LLC
Date: 06/08/2022
*****,
Thank you so much for recognizing Priscilla's efforts and her team. Here at PMN Financial Associates, our goal is to treat each and every client as if they were our own family members.Review fromLido M
Date: 06/06/2022
5 stars********* and her staff are incredibly knowledgeable and friendly. They have a way of making me feel like I'm with family whenever I have to call or go into the office. She has saved me from a lot of future headaches just by the way she has secured my future and my retirement. I will forever be grateful for her and her team. She's a godsend...Review fromPaul G
Date: 06/06/2022
5 starsPaul G
Date: 06/06/2022
Priscilla has put together a great financial plan and offers additional services to compliment the financial plan to include doing a great job on my tax returns and putting together the legal portion also. The most important benefit that Priscilla offers is that she cares. That comes across loud and clear. That is all i can ask for.P.M.N. Financial Associates, LLC
Date: 06/07/2022
****,
Thank you for comment. Here at PMN Financial Associates, my team and I strive to meet our slogan which is, "The Difference Is Visible". We are looked upon as a one-stop-shop. We have an array of professionals under one umbrella to service every client in each financial, tax and estate planning needs. Thank you for choosing us to help keep you and ***** successful during your Retirement!
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