Desert Financial Planning - Palm Desert, California

Desert Financial Planning is a company located at Address: 74399 CA-111 Ste D, Palm Desert, CA 92260. They can be reached at Phone: 606252551. Their website is Website: desertfinancialplan.com.

This company specializes in Financial planner. They offer a variety of services aimed at helping individuals and businesses make informed decisions about their financial future. Desert Financial Planning is committed to providing personalized and professional financial planning services to their clients.

Their office is fully Wheelchair accessible with an accessible entrance, parking lot, and restroom. Regular business hours are observed, but they recommend making an Appointment for a more convenient and personalized experience. Additionally, they have restrooms available for use.

Desert Financial Planning has received rave reviews from their clients, with an impressive Average opinion: 5/5 based on 3 reviews on Google My Business. Clients have praised the company for their professionalism, knowledge, and personalized approach to financial planning.

Reviews of Desert Financial Planning

Shashi G

5/5

Two years ago, I sought services from Desert Financial Planning and ever since then, Mr. Nolan Saini has advised me on planning for my financial security in my upcoming retirement as I will turn 69 years young this year! Since that time, I have had several meetings with Nolan which have served a number of purposes including my retirement expectations and longer-term estate planning. This was achieved in a very professional manner, while at the same time putting me totally at ease. Nolan makes me feel like I am the most important person he will speak to today, and the astute advice he has provided has already led to significant savings. He is always happy and engaging, but at the same time, I am never in doubt of his professional acumen. He always explains everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion. Nolan delivers truly professional financial planning services and puts his clients’ interests first. I’ve recommended his services to many of my friends, who are now his clients as well. I’d happily continue to recommend Nolan and Desert Financial Planning to anyone wanting a holistic personalized service. Nolan, I look forward to a continued relation with you. Thank you so very, very much! Shashi Gupta

L Nelson

5/5

5 stars aren't enough! Nolan has an understanding of finance like no one I've ever met. He cares on a personal level and has an amazing ability to easily and clearly explain things. I don't have a lot of experience with finance, so I couldn't feel luckier that I found DFP. Highly recommended.

Barb

5/5

refreshing to have a financial planner that believes my money should be working for MY retirement. Smart and honest, highly recommended.