Alex Doyle CFP®

Contact for price

Zip code

Annual income

Service type

Career stage

Sorry this pro can’t do your job, but we know other pros who can. Check them out

About

My team of fiduciaries with over 130 years of experience specializes in growing and protecting our clients wealth and creating a plan to achieve financial freedom at below industry average fee levels. I've been recognized for my efforts through achieving the Five Star Wealth Advisor Award in 2020 and 2021. Our services include: Investment Management: Professional portfolio management to grow and protect your assets. Retirement Planning: Optimization of income during retirement. Tax Planning: Prioritizing minimizing taxes long-term. Risk Management: Ensuring you have adequate insurance coverage at reasonable prices. Social Security Optimization: Maximizing the right social security strategy for you. Estate Planning: Helping you pass your wealth to your loved ones.

Overview

Background checked

9 employees

6 years in business

Business hours

SunClosedMon10:00 am - 6:00 pm

Payment methods

This pro accepts payments via Check and Credit card.

Services offered

Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

I travel to my customers

I work remotely (phone or internet)

Projects and media

Reviews

Customers rated this pro highly for responsiveness, work quality, and professionalism.

5.0

3 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

John D.

Jul 27, 2023

The personalized approach I experienced far exceeded my expectations. He made what would otherwise just be financial babbel easily understandable and helped guide me through each step of his process. Thank you Alex!

Andrew G.

Jul 28, 2023

Bruce D.

Jul 30, 2023

Alex always was quick to respond about my concerns with market fluctuations and helped ease my concerns.

Credentials

Background Check

Alex Doyle

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
My fees are highly flexible allowing me to provide solutions to a wide array of individuals at below industry average costs.
What is your typical process for working with a new customer?
My top priority is getting to know you and your unique needs, build trust, and create a plan to address those needs.
What education and/or training do you have that relates to your work?
My team has an abundance of licenses/certifications and we are committed to continuing education to best serve our clients.