Gail S.
Scott’s advisory style is to work with you not only on your retirement goals, but also to help you enjoy life in the short term and mid-term. Always respectful, he listens to your suggestions and guides you with your life goals in mind. He utilizes in-house subject matter experts such as tax preparers so you get the maximum benefit of your hard earned money. I feel confident my financial future is in good hands with Scott.
Gail is a client of Fieldstone Financial and was not compensated for her testimony.
Gail is a client of Fieldstone Financial and was not compensated for her testimony.
Denelle H.
Scott does an excellent job in explaining financial planning! I totally trust his word & opinion! I would highly recommend my family & friends to Scott & his services.
Denelle is not a client of Fieldstone Financial and was not compensated for her testimony.
Denelle is not a client of Fieldstone Financial and was not compensated for her testimony.
Jeff B.
Fieldstone Financial is who you need to utilize If you’re looking for a Financial Advisor, PERIOD, END OF REVIEW! Lol.
Actually, even if you’re NOT looking for a financial advisor you still NEED Fieldstone Financial’s services!
My brother had been using Scott, with Fieldstone, for years before I finally made the move. I had been using a "high end" financial planning service with a very large corporation for many years prior to making the jump. I watched every year as Fieldstone’s services for my younger brother outperformed mine by a large margin. When my brother and I decided we wanted to form an LLC and start investing in rental properties, we chose Scott, with Fieldstone, as our advisor. 8 years later we now control 5 LLCs and have done some extremely creative financial moves within our LLCs. On top of the LLCs I have also moved all of my retirement planning to Scott. I trust fieldstone so implicitly that I have brought many of my friends over to Scott to utilize his services also. When it comes to Financial Services, Retirement Planning, and Taxes, Scott is the person who knows this business well. I consider myself to be very knowledgeable when it comes to finances and financial planning, but Scott is always five steps ahead of me.
Jeff is a client of Fieldstone Financial and was not compensated for his testimony.
Actually, even if you’re NOT looking for a financial advisor you still NEED Fieldstone Financial’s services!
My brother had been using Scott, with Fieldstone, for years before I finally made the move. I had been using a "high end" financial planning service with a very large corporation for many years prior to making the jump. I watched every year as Fieldstone’s services for my younger brother outperformed mine by a large margin. When my brother and I decided we wanted to form an LLC and start investing in rental properties, we chose Scott, with Fieldstone, as our advisor. 8 years later we now control 5 LLCs and have done some extremely creative financial moves within our LLCs. On top of the LLCs I have also moved all of my retirement planning to Scott. I trust fieldstone so implicitly that I have brought many of my friends over to Scott to utilize his services also. When it comes to Financial Services, Retirement Planning, and Taxes, Scott is the person who knows this business well. I consider myself to be very knowledgeable when it comes to finances and financial planning, but Scott is always five steps ahead of me.
Jeff is a client of Fieldstone Financial and was not compensated for his testimony.
Jason B.
Scott came into my life managing my 401k about, well many years ago!! Over the years he has helped with several transitions with me and moving careers and employers keeping my best interest in mind always. Over the last 5 years I have been a licensed realtor. Scott really helped me with business planning, a sound board for ideas that I have had, helped with saving for the future both for retirement and those rainy days. Scott is also great with creative financing. My brother and I have rental properties and Scott has helped us to figure out ways to fund some of our projects beyond my dreams!! I love how Scott will come to the table and help dissect all aspects of my portfolio, without him in my corner I do not know where I would be financially, from A-Z Scott truly sees the big picture and has your best interests in mind at all times.
Jason is a client of Fieldstone Financial and was not compensated for his testimony.
Jason is a client of Fieldstone Financial and was not compensated for his testimony.
