Aptus Financial - Little Rock, Arkansas

Aptus Financial

Aptus Financial is a reputable financial planning and consulting firm located at 2 Van Cir Suite 4, Little Rock, AR 72207, United States. They can be reached by phone at 5019071993 or via their website at aptusfinancial.com.

Specialties

The company specializes in providing expert financial planning and consulting services. Their dedicated team of professionals helps clients navigate the complexities of personal finance, investments, and wealth management.

Other Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Opinions and Reviews

Aptus Financial has received positive feedback from its clients, with a 5/5 average rating based on 6 reviews on Google My Business. Many clients appreciate the personalized attention and expert guidance provided by the team. One satisfied customer noted, 'We have been working with Aptus for over 5 years, and it has been wonderful. They help us set goals and plan, but more importantly, they empower us to make great decisions about finances and investments.' Another client praised the firm's ability to make complex financial concepts approachable and understandable, stating, 'Every time we meet with them, I learn more, and they are great at taking something like investments (which can be intimidating) and make it very approachable and understandable for someone outside of the finance world.'

Summarized Key Points

• Expert financial planning and consulting services
• Located in Little Rock, AR
• Wheelchair-accessible facilities
• Appointments recommended
• 5/5 average rating based on 6 reviews

👍 Reviews of Aptus Financial

Matthew S.

5/5

We have been working with Aptus for over 5 years and it has been wonderful. They help us with setting goals, and planning, but more importantly, they also help us to understand, and be empowered to make great decisions about finances and investments. Every time we meet with them I learn more and they are great at taking something like investments (which can be intimidating) and make it very approachable and understandable for someone outside of the finance world. Tim Q has been a great advisor and guide. Thank you.

Parker B.

5/5

Jill has been an exceptional and easy-to-work-with advisor. We are thoroughly satisfied with Aptus and would highly recommend their services to others.

Eric J.

5/5

My wife and I recently completed our financial planning consultation with Denise at Aptus. I am a physician and learned of their services through the White Coat Investor network and I could not be happier with our experience. The pricing was transparent and services provided were as advertised. Though we already had decent financial literacy, we chose to do a complete financial planning session with Aptus (as opposed to their hourly rates). One of my reasons for choosing Aptus was their focus on helping investors become DIY. Denise walked us through cash flow and budgeting and then went deeper into investment philosophy and tax efficiency. We came out with a comprehensive plan, and more importantly, confidence that we are capable of doing this ourselves for several years before touching base pre-retirement. I would highly recommend Aptus to anyone who is looking for a comprehensive, straight foward, financial plan that can be implemented and then followed for years without the pressure to buy investment products or have managed assets.

Tyler Y.

5/5

I began working with Aptus Financial a year ago and their customer service and attention to detail is beyond Industry standard. What I have enjoyed the most while working with Aptus Financial is the education regarding ATM's that they provide. While I searched for a provider and spoke to many ATM companies I always felt as if they were selling me and like I said with Aptus I feel like they are only educating me so I can choose the best provider and fort his I thank you Aptus. I would recommend Aptus to any business looking for ATM service.

Kofi A.

5/5

Excellent value, particularly for DIYers, particularly as life gets more complicated

Bennett B.

5/5

Expert advice for a fair price