Crafted Financial Planning - Jordan Banning, CFP® -

Crafted Financial Planning, led by Jordan Banning, CFP®, is a financial planning service that prioritizes the needs and goals of its clients. The business is located at 120 W 3rd St, Royal Oak, MI 48067, USA and can be reached by phone at Phone: 32440252. More information about the company can be found on their website, craftedplanning.com.

Crafted Financial Planning specializes in financial planning and is dedicated to providing personalized service to its clients. The company is known for its online appointment scheduling system, and it is LGBTQ+ friendly. It is important to note that an appointment is required to receive financial planning services.

According to reviews on Google My Business, Crafted Financial Planning has received a high rating of 5/5, based on a total of 4 reviews. This indicates a high level of satisfaction among the company's clients.

Some of the key features and benefits of working with Crafted Financial Planning include:

Personalized financial planning services tailored to meet the unique needs and goals of each client
A commitment to providing exceptional service and building long-term relationships with clients
The convenience of online appointment scheduling
A welcoming and inclusive environment for all clients, including those who identify as LGBTQ+

If you are looking for a financial planner who is dedicated to helping you achieve your financial goals, Crafted Financial Planning is an excellent choice. With a strong reputation for providing personalized service and a commitment to building long-term relationships with its clients, Crafted Financial Planning is a top choice for financial planning services.

To learn more about Crafted Financial Planning and to schedule an appointment, visit the company's website at craftedplanning.com today. The team at Crafted Financial Planning looks forward to helping you achieve your financial goals and building a bright future for you and your family.

Reviews of Crafted Financial Planning - Jordan Banning, CFP®

Kirsten Marie

5/5

I have nothing but positive things to say about my experience working with Jordan! He is very approachable and easy to talk with, explains things in great detail to make sure I’m understanding the components at hand, and goes through great measures to review all aspects for my financial plan - all while making the process very simple and straight forward for me. He took my goals and input to heart and tailored my plan to exactly what I was looking for, if not better! I could not be more thrilled with what has already been accomplished and look forward to continuing to work with Jordan!

Brian Marino

5/5

I’ve had the pleasure of working with Jordan on a professional level for many years. Jordan’s expertise is exceptional, and he genuinely cares for his client’s financial success. I highly recommend Crafted Financial Planning to anyone seeking a financial advisor who combines outstanding knowledge with a sincere, personal approach to financial management.

Brionnie Abts

5/5

Jordan is one of the most patient and honest people I have ever had the pleasure of working with. He is so helpful and willing to answer (or research when I come up with something really wild) any questions I have ever had. Even with our meager starting place, he was willing to take us on and help us grow our retirement plans.

Paul Edwards

5/5

I have been working with Jordan for several years, and I couldn't be more grateful for his expertise and guidance. He always takes the time to dig deep and fully understand my needs. He clearly explains why certain strategies make sense for my situation, and has been especially helpful around tax planning.
He referred me to my CPA and Estate Planning Lawyer, and keeps them updated or brings them in whenever needed to keep everyone on the same page.
If you're looking for a financial advisor who really knows his stuff, proactively thinks ahead, and genuinely cares about your success and well-being, I highly recommend Jordan.