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Innovative Planning Partners
- Financial Services
- Warwick, RI
About this business
Location details
3010 Post Rd Unit B, Warwick, RI, 02886, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:30 a.m. to 4:00 p.m. | |
| Tue | 9:30 a.m. to 4:00 p.m. | |
| Wed | 9:30 a.m. to 4:00 p.m. | |
| Thu | 9:30 a.m. to 4:00 p.m. | |
| Fri | 9:30 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I am admittedly terrible with my money, and I was pretty embarassed to let anyone see my finances. I also assumed that you need to make millions to use a certified financial planner. but as soon as I sat down with Christina she immediately put my mind at ease, she actually took the time to really understand my personal situation and help me make a plan for my financial future while I am still in the beginning stages of my career. And they can help me stay on track so that I can invest during my highest paid years and be prep... read more
Christina is a smart, exuberant and knowledgeable CFP. Her attention to detail is impeccable, and I absolutely love how she takes her time to look into multiple options and caters to your individual needs. She knows and LOVES what she does; that paired with her enthusiasm to help others reach their goals is the perfect combination. I would highly recommend her for all your financial needs.
We have complete confidence and trust in Dan!
I know Christina, Dan, and Sean personally, they're an amazing team with a ton of knowledge - not your typical financial advisor who just wants your business, NO, they really care about your dreams, it's as if they're dreaming with you. Highly recommend them!
The only complaint that I have is that I wish I had met with Christina and Innovative Planning Partners sooner! Not only did they help me with making the right financial decisions - and avoiding poor ones - but quickly showed me ways to plan for the future and slowly increase the money in my bank account. I have referred my friends and family to Christina because of my great experience. HIGHLY recommended !!
Frequently asked questions about Innovative Planning Partners
How is Innovative Planning Partners rated?
Innovative Planning Partners has a 5 star rating with 13 reviews.
When is Innovative Planning Partners open?
Innovative Planning Partners is closed now. It will open tomorrow at 9:30 a.m.
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