SmartPro Financial Services

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Introduction: We put your needs first. We teach Financial information the Dave Ramsey way! Teaching people about finances and making new friends.

Overview

Hired 4 times

1 employee

18 years in business

Payment methods

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Reviews

Customers rated this pro highly for professionalism, punctuality, and responsiveness.

4.7

3 reviews

5

67%

4

33%

3

0%

2

0%

1

0%

Anna V.

Dec 30, 2016

Dave did a wonderful job. He showed me patiently what I needed to do. He taught me all my options, and let me choose

Roger L.

Feb 28, 2020

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Hired on Thumbtack

All positive

Personal Financial Planning

Anna P.

Jan 28, 2017

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Hired on Thumbtack

I needed help understanding my retirement options and the things I was invested in. Dave patiently explained exactly what I needed to know so that I could act.

Personal Financial Planning

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
You don't buy life insurance, you have to qualify. Pricing is based on your age and health. Apply now for free to see if you'd qualify!
What is your typical process for working with a new customer?
We sit down and talk about expectations for their financial future and I teach them to take the right steps. My time and teaching is free. No consultation fees. I'm paid if they decide to purchase a product through me.
What education and/or training do you have that relates to your work?
I led my first FPU class in 2006. I've been studying the field for 10 years and working for 2 but I've been a teacher for 25 years. I'm licensed by the states I work in and by the Federal agencies. I have a Life License and Series 6 and 63 for investing.