Fiduciary Financial Advisor in Ormond Beach, FL

 
 
 
 
  EXCELLENT  
  
 Based on 77 reviews 
 
 
  
 
 
 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Robert Novak 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Fraser provides outstanding professional advice and has been instrumental in helping us meet our financial goals. Knowledgeable, approachable, and personable — it's like talking to a trusted friend. Highly recommend. Thank you, Fraser!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Dave Ouellette 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
The process for retirement can be very challenging to say the least.  It can be stressful, leaving questions for oneself that simply require expertise in the all aspects of financial planning that we simply did not have.  After searching for quite some time, we found Fraser's contact information, and after reading his reviews, scheduled a meeting.  We brought Fraser a list of questions, and he had a list for us. We walked away feeling that Fraser was completely invested with us and knew he was the right fit for our path.  I would highly recommend Fraser for your financial needs and planning.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 T _ 
 
 
 
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Fraser and Roxie were top notch. They listened to my concerns, they did not try to sell me products. Fraser was willing to give me guidance on my Roth questions. They got back to me in a timely fashion on questions and presentations. This firm was refreshing verse other firms, top notched, honest and wanting the best for their client. Give them a try.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Ted Nugent 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I'd recommend Fraser to anyone who needs financial advice. He helped my wife and I navigate the paperwork of converting a 401K to retirement income and I couldn't imagine doing that ourselves. Fraser asks questions about what you want your money to do for you and then makes some suggestions. You decide and he implements the plan. Very accurate and thorough. He stayed in contact and let us know what was happening throughout the process. Fraser works with you on your schedule and was available any time I had a question. I can't speak highly enough of his detail oriented professionalism. Thank you so much Fraser.
Sincerely Tim and Vicki T.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 OCOG 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I really appreciate the assistance and guidance from Mr. Allport. He is NOT your typical salesman out to make a buck. He spent a lot of time consulting with me about my own retirement plans, and explained all the various options that I had.

He is very very knowledgeable in his field, and I learned some amazing things in my discussions with him. Again, he could have easily pushed some products on me to get the ball rolling, but instead he wanted me to take his recommendations, do my own research, and then get back to him.

In other words, Fraser cares about you, and this is not just lip service, he backs it up with his actions. He wants to make absolutely sure that whatever annuity you get into is the perfect fit for your situation, otherwise he will not put you in it!.

Thanks Fraser, and will see you later!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Gizely Green 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Fraser Allport is phenomenal to work with, he is very knowledgeable, attentive, and extremely patient.  We asked several questions throughout our process of retirement planning, in which he replied in detail without hesitation and actually encourages the questions.  My in-laws utilize his services and were the ones who recommended him to my husband and I, and we are glad they did.  Expect nothing less than GREAT service from Fraser.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Michael Snyder 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
We called Fraser to see if he could help us with our Financial portfolio. He suggested to move our money so have enough money for life. Fraser also sat down with us to help us set up a budget. Fraser is extremely knowledgeable and goes the extra mile to help you. In the short time we have known Fraser, he feels like family.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Nirsa Gautier 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I can’t say enough good things about Fraser Allport. I was really anxious about my retirement, and every time I spoke with him, he helped calm my worries. He explained my options clearly, showed me the best paths forward, and walked me through all the paperwork step by step. Fraser also helped me understand my Medicare and healthcare options, which made everything so much less stressful. He always made sure I knew what was happening and what to expect next. I honestly don’t know how I would have managed without his guidance. He’s knowledgeable, patient, and truly cares about his clients.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Teri Takahashi 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Fraser Allport is awesome! Call him for all your financial planning needs. He knows his stuff!
  
 
  
 
 
 
   
 
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