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Brittany Price - Financial advisor
Brittany Price - Financial advisor

Brittany Price - Financial advisor

Top Pro

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

Zip code
Annual income

Online now

Introduction: Helping Create Your Financial Plan!!! The process of achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams and help you create a personal financial plan that will evolve with you over time. Through unique full comprehensive planning. My team and I work with clients to ensure they have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals and protect the people and things they care about most.
Overview

Current Top Pro

Hired 12 times

Serves Columbus, OH

Background checked

5 employees

3 years in business

Payment methods

Check, Credit card

Social media

Facebook

Currently a top pro

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

Jan - Jun

Featured Projects

1 photo

Reviews

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

Exceptional 5.0

15 reviews

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Read reviews that mention:


Linda H.

Personal Financial Planning

Brittany made me feel like I wasn’t a failure and gave me hope m. So far she is walking step in step with me to secure a wealthy financial for myself and family.
Nov 7, 2020
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Verified
Christie S.

Personal Financial Planning

Brittany thoroughly explained everything to me from the budget, to my short-term and long-term financial goals and how they can be achieved. I have a better sense of how to manage my finances in a way that aligns with my goals and the steps to take to achieve my goals.
Oct 23, 2020
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Verified
Charlene S.

Personal Financial Planning

Brittany is patient and does a good job of helping you understand the importance of certain financial choices for you and your family! I was provided with great information.
Oct 23, 2020
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Verified
Jessica G.

Personal Financial Planning

She was amazing! I can’t speak highly enough. Felt like I was at rock bottom and she walked me through step by step. Very kind and knowledgeable! Best decision to go with her. She is great!!
Dec 31, 2020
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Verified
Anthony A.

All I got to say is that if you're tired from going paycheck-to-paycheck reach out to Brittany Price. I thought I was doing all I could do to reach my short-term and long-term financial goals. She has definitely shown me the light at the end of the tunnel. Lastly she puts everything in layman's terms easy for everyone to understand, and not feel pressured into anything.
Aug 19, 2020
Credentials
Background Check

Brittany Price

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Non fee based planning, there is no fee to meet with me.

  • What is your typical process for working with a new customer?

    The first meeting is all about the client. We talk about goals, things you currently have in place, budget and really just get to know you. While gathering facts that will help my team and I build an awesome plan for you and your family. The following meeting, will be to go over your plan and recommendations. This is your plan, so we want to make sure it tailors your needs and budget. As well as answering any questions, so that you feel empowered and educated moving forward.

  • What education and/or training do you have that relates to your work?

    Series 6 Series 63 Licensed in multiple states.

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