Silver Penny Financial Planning Peachtree City
It’s free with no obligation to hire
This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:
Maintain 6 feet of distance from customers
Wear masks during the job
Disinfect surfaces touched during the job
Photos and Videos
Read reviews that mention:
- Jennifer McMahon
My husband and I had never used a financial planner before and were not sure what to expect. At our initial appointment with Silver Penny (Vladimir), we discussed our goals, and what was important to us. Vladimir took the time to understand our current financial practices and priorities. He then developed a financial plan for us based on our goals, which he presented clearly. He made recommendations that were easy to understand and explained why he was making them. The plan was clear, and easy to follow. We agreed with every recommendation he made and immediately started implementing them. We are so pleased to have Vladimir's guidance to help us reach our goals. We look forward to a plan review with him to make sure we are on track and to see what other suggestions he has. We highly recommend Silver Penny Financial Planning!Oct 22, 2020Review from GoogleSilver Penny Financial Planning Peachtree City's reply
We highly appreciate your trust!
- Quality Comfort Office
Vlad has been very professional and responsive in setting up our companys retirement plan. We would and already have recorded their services to our friends.Oct 12, 2020Review from GoogleSilver Penny Financial Planning Peachtree City's reply
Thanks Mikhail, it’s a pleasure to work with your company!
- Nancy Bullington
We have been doing with Vladimir Nikitenko for several years. He is always available when employees need his advice about our 401(k) Plan. For our employee's convenience he always comes to the job site to save them time. We are very happy with the knowledge and service that we receive.Oct 7, 2020Review from GoogleSilver Penny Financial Planning Peachtree City's reply
Thanks Nancy, it is always a pleasure to visit with you and the employees.
- Stan Tkachenko
You're in absolute great hands at Silver Penny. Very knowledgeable team that are dedicated to put you on a successful financial path and watch your goals come into fruition! Do not hesitate stepping inside.Sep 3, 2020Review from GoogleSilver Penny Financial Planning Peachtree City's reply
- Igor Rusev
Had a terrific experience at Silver Penny Financial! The financial consultants were very helpful and I got the consultation and financial planning that I needed.Aug 31, 2020Review from GoogleSilver Penny Financial Planning Peachtree City's reply
Thanks! Glad to serve!
- What should the customer know about your pricing (e.g., discounts, fees)?Our comprehensive financial planning which includes: retirement, investments, tax, estate, and risk management is on average $750 for an individual and $1,500 for a family. This is a flat rate but does vary case by case slightly. Asset management starts at 1% and goes down from there.
- What education and/or training do you have that relates to your work?I have a bachelor degree in economics with a minor in risk management from Georgia State University, a financial planning certificate from University of Georgia, and currently an MBA student at Georgia Tech with concentration in quantitative finance. I also hold the prestigious Certified Financial Planner professional designation.