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About Farnam Financial
We're a financial advisory firm serving those in retirement or nearing it. We aim to provide three primary benefits: Improving portfolio returns, cutting your tax bill, and providing peace of mind. Our mission in providing those benefits is to turn your financial house into a financial castle.
About Farnam Financial
We're a financial advisory firm serving those in retirement or nearing it. We aim to provide three primary benefits: Improving portfolio returns, cutting your tax bill, and providing peace of mind. Our mission in providing those benefits is to turn your financial house into a financial castle.
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(3) Reviews for this company
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5 Stars
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Spencer Brown
Hiring the right financial planner is one of the most important decisions you can make. You need someone who truly understands the markets and the complexities of investing. Just as important, you need someone who will take the time to … More
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Glen Lockwood
We have been so happy and more confident than ever since we started working with Farnam (Jonathan, Greg and team). Unlike our previous planner/advisor, Farnam is clearly listening to us and giving guidance that is in OUR best interest. We … More
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Jeremy Guenther
Jonathan is exceptional. He takes the time to truly listen and understand the full context before offering thoughtful guidance, always prioritizing our family’s best interests. Over the years, he has consistently demonstrated integrity, … More
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
S
Spencer Brown
Hiring the right financial planner is one of the most important decisions you can make. You need someone who truly understands the markets and the complexities of investing. Just as important, you need someone who will take the time to … More
J
Jeremy Guenther
Jonathan is exceptional. He takes the time to truly listen and understand the full context before offering thoughtful guidance, always prioritizing our family’s best interests. Over the years, he has consistently demonstrated integrity, … More
G
Glen Lockwood
We have been so happy and more confident than ever since we started working with Farnam (Jonathan, Greg and team). Unlike our previous planner/advisor, Farnam is clearly listening to us and giving guidance that is in OUR best interest. We … More
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