Financial Strategies Consulting Inc. - Matthews, North Carolina

Elaine M.

In today’s world, it is rare to meet a man who says what he means and means what he says. William Smith is such a man. He elicits trust. He sincerely wants to help people.
His manner is respectful, responsive, patient and direct. His work ethic includes honesty, diligence, and reliability. William goes above and beyond expected results to make sure that his clients have exactly what they need. And I, for one, am grateful!
I can recommend him whole-heartedly to anyone who needs products in his area of expertise including financial strategies, estate planning and even some areas of health.

Helene R.

William provided excellent guidance to set up a financial plan for my husband and myself to retire comfortably. I would recommend him wholeheartedly to anyone looking for financial guidance.

Joan Y. E.

William Smith founder of Financial Strategies Consultants, is an honest, dedicated, wise, and up to date money man I found that my late husband and I could depend upon to give us the best advice possible for all money matters.

Nick C.

William Smith is a very professional financial advisor. He truly listens to your financial goals and and tailors a plan to maximize your investments. My wife and I were referred to William by a close friend and are so grateful.

William has written several books on saving and retirement strategies. How to benefit from them and how to avoid the pitfalls of any losses.

If your looking for a person who has your best interests in mind , then William Smith is your man!

He's very knowledgeable and up to date on financial matters in addition to being very kind and trust worthy.

So, if you're looking for reliable and sound guidance in making your financial planning, don't delay calling William today

You won't regret it!

Michelle B.

William Smith is an awesome agent and I have been his client for the past seven years! He is very thorough with his business practices and is sincere about helping his client to become better financially. I would recommend anyone that I want to see win to work with William on their financial goals.

Carlos M.

Having worked with William and his financial advice has been a great experience! He has developed a secure and understood retirement program that has accomplished my financial goals! I have total confidence in him and his plans for me for 10 years now!! I can contact him 24/7 and he is there with his information and help! Retirement programs for me are clear! I like his giving me the leeway to choose the best options for me and my family! The latest programs and rules from the government are explained to me! Thanks William for being there for my secure retirement! Carlos McCoy

Carol M.

I recently went to a seminar regarding financial strategies with William ********************** as an expert. I decided to get the free consultation offered. This man is extremely knowledgeable and goes overboard assisting people with the very best personal estate planning ever! He is not a "fast sell" type person. He honestly treats customers as his own family. He fully describes options and makes sure they are the best for the client. He has been in this business for over 30 years and knows exactly what will benefit each individual's needs. He even found out where I could get more money coming in from an *** I had. I was amazed at how quickly and thoroughly he put my trust together! He takes a fine tooth comb though the paperwork to make sure it is perfectly done. He is very detailed and organized. He even goes out of his way to handle issues that his clients are not comfortable with, such as making the needed business phone calls, etc. His prices are quite reasonable for all the work he does. I highly recommend Mr. ********************** to reduce any worries regarding your financial security. I can sleep better now, knowing my assets are protected and my children will benefit after I am gone.

Colleen L.

I had an incredibly informative and positive experience with William at Financial Strategies Consulting. As someone unfamiliar with the intricacies of finance, William's expertise and clear communication quickly put me at ease. He effortlessly translated complex concepts into understandable information, patiently addressed all my questions, and left me feeling confident and empowered. William's friendly and approachable demeanor made the consultation enjoyable, and his commitment to client education is commendable. I highly recommend William for his exceptional service and would give him five stars without hesitation.