We’re extremely thankful to have a trusted financial advisor in Ryan and his team at Plancentric. Their approach to financial planning is both wholistic and specifically tailored toward achieving our long-term goals. We appreciate the steadfast professionalism, proactive communication, and thoughtful guidance they’ve provided our family over many years. You won’t find a better team of professionals focused on securing your financial future!

—  Wade Davis, Client

My husband, Dan, and I have been longtime clients of Plancentric Financial Group as they came highly recommended by a mutual friend. From our initial wealth planning strategy to our long term goal setting conversations, they have been instrumental in helping us achieve our goals for passive income, retirement, and legacy planning. Anytime I have a question about market conditions or to gain clarity around products they offer, they walk me through all of our options from an educational standpoint. The attention to detail and customer experience is world-class and I am excited to connect them to friends, clients, and family any chance I get.

—  Rebecca Cullen, Realtor®, current Northwestern Mutual client

For almost 10 years now, Ryan Saunders and now his Plancentric team have managed my finances. At first, I had absolutely no knowledge about financial planning, investing, or retirement accounts. Ryan and his team patiently walked me through different investment strategies and products. They crafted a personalized financial plan with multiple options depending on my current financial status. I now feel that I have a firm grasp of my finances, and I remain confident in my financial future despite these tumultuous times.

—  Stephen Chow, Client

Jason, Ryan and the Plancentric team have transformed the way we are planning for the future - for our 3 children and ourselves - with their expert guidance and support since transitioning our assets over 5 years ago. We appreciate their deep understanding of and continuous focus on market dynamics and evolution, which they use to customize a plan based on our personal short and long-term goals. They communicate proactively, are consistent with scheduling plan reviews, and offer sound recommendations. They are flexible and patient and always give us time to consider our options, ask questions, and make adjustments if needed. We have and will continue to recommend the Plancentric team to anybody looking to secure their financial future.

—  Lauren Cole, Current Client

Ryan and his team have been great to work with for our overall family financial planning. We have been clients for more than 15 years and that is due to the care they take to provide guidance for clients. They have helped us plan for retirement, for funding for our children’s education, and for the unexpected things life can throw at you. The service is customized to our needs, concerns, and desires.

—  Nan Howard, Director of Tax

We’ve worked with Ryan and the Plancentric team for over 10 years now…over the years our trust and confidence has grown. Plancentric does an excellent job providing the perfect balance of listening, advising, and executing our long-term plan as we navigate around the changes that life throws our way. We look forward to many continued years of advisement and friendship from this team!

—  Will Bishop, Senior Vice President, Commercial Banking Officer
Towne Bank

Having first worked with Ryan and his team first for our insurance needs, my wife and I came to appreciate the relationship and expanded it to investment products. Not only has the team won our trust, they have won our confidence to provide smart planning and advice tailored to our specific needs. We left the services of a one-size fits all bank in favor of boutique style service within a rock-solid national platform that allows us to sleep easy, always knowing we are being well taken care of. Ryan and the team always make us feel like we’re their only priority, always taking the time needed, with an undistracted focus, to ensure the complex seems simple. Their transparent account performance review meetings are amazing as is their preparedness for them. This is a team of true professionals!

—  Daniel Jacobs, Managing Director TruLoan Mortgage
Charlotte, NC

I cannot thank this team enough. Through your professional guidance, I have been able to pay for college for all three of my sons, leave a little something in the tank for graduate school or for a house down payment or just to hold as Life Insurance, and I have secured a retirement and long term care plan for myself that takes into account the vagaries of health and life in a way that doesn’t burden the boys with my care and maintenance. It goes without saying that I had neither the discipline nor the knowledge to do this on my own. Watching my extended family go through end of life without any of this in place shows me what a gift this is to my boys. Again, I am forever grateful for your sound guidance.

—  Kimberly Faines, Attorney
Client of Northwestern Mutual

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.