0 comments
Testimonial

I wanted to say thank you to for making this journey of financial planning so easy and efficient.

I have tried in the past to consolidate, to take time out to think about what I need, to plan and to execute that plan – BUT - life always got in the way (ironic since it’s the demise of it that we are trying to plan for!)

Various companies in the past have tried to provide a planning service - the difference here is that you made it SO very easy for me to remain focussed by taking all the admin out of my hands, keeping me informed at a level that met my need and engaged with me in a way that allowed me to feel empowered to take decisions about my future.

I feel like I am in the driving seat for the first time in a long time.

Review about: Carrick Wealth Financial Plan.

Review #656491 is a subjective opinion of a user.

PRODUCT OR SERVICE Not specified
Reason of Review / Monetary Loss Good customer service / Not specified
Preferred solution Not specified

Had an Experience with Carrick Wealth?

Write a review

You May Also Like

Millionaire Mentor Group - My Millionaire Mentor  ***TOTAL SCAM*** Millionaire Mentor Group "My Millionaire Mentor Ryan Mathews IS a SCAM!!! He 1st PROMISES you are guaranteed $500.00 if you watch a video... THEN comes the page to pay $49.00 for a space..." Read more World Financial Group - Review about Ffiul from Oakland, California World Financial Group "FFIUL AGENT GUIDE SUMMARY OF CHARGES It's me Liquid, I post this not to damage them or to applaud them but just to have an official guide out there. I..." Read more World Financial Group - CONVERSATION W/WFG EMPLOYEE STATEING ANTI-AMERICAN VIEWS. World Financial Group "WFG is a complete joke. I myself have now as of yesterday been targeted to be recruited twice now. Both experiences were that of a greedy, uneducated individual with no..." Read more World Financial Group - Transamerica *KEEPS* Your FFIUL Money When You Die World Financial Group "A shocking dirty little secret of Universal Life policies: you LOSE all your policy's cash value when you croak. This is true of Transamerica’s Financial Foundation Indexed Universal Life (FFIUL)..." Read more Diesel - Worse customer service experience! Diesel "Diesel phone customer service is always unhelpful. First time I called was about an order couldn't be placed online because of their website issue. I messaged Diesel, they emailed me..." Read more Pearson Education - Exceeding scheduled maintenance time Pearson Education "Their maintenance issue was listed as having been scheduled for completion on continually further times, and now their site says it is down until further notice.. Not a good time..." Read more Earth Fare - "Grass-fed" maybe, "fresh" absolutely not Earth Fare "Fresh beef is red, not brown, as the mistake that I've purchased is clearly product they needed to move. Albeit, at a sale price that most will accept but at..." Read more Fedex - Box dropped off on my rain soaked lawn Fedex "I was home during one of the worse rainstorms that my town had seen all year. All of a sudden I her my dog barking. I looked out and saw..." Read more