Partners in Financial Planning - Salem, Virginia

John O.

We are long term clients with PFP and have never been disappointed with any advice or recommendations given to us.
We have worked with Jim, and mainly Pam, during these years and have found their advice and recommendations produce the financial results one would hope for. In dealing with them, it's not just about the financial results, but also the availability when we need a question answered or discussed. We have nothing but strong and positive feelings about our relationship with Partners in Financial Planning, both personally and professionally. We have recommended Partners in Financial Planning to our daughter and granddaughter, who are now clients. We have no stronger recommendation than that!

Lawrence H.

My wife and I have been with Jim Pearman since he started PFP (and even before) and we have not been disappointed. He and his partners understand the full landscape of personal financial planning, not just investing. They are a top notch firm for those who care more about financial security than chasing the latest hot investment.

They will counsel you, advise you, cajole you, and invest for you so that you have peace of mind about financial security. Highly recommended.

Barbara M.

Deciding to partner with these exceptional financial planners has been one of the best decisions of our life. They truly work as partners, always asking for our input and opinions and adapting to our personal goals. Because of choosing this firm years ago, we have reached our financial goals and are heading into retirement with no financial worries. They are the best!

Alice F.

The two PiFP advisors I have dealt with are top-notch! Their advice is well researched and user-friendly! Each is available by email, phone or in person. The newsletters are timely; the emailed advice when the markets change quickly is prompt and clear! I have been very pleased!

steve O.

Our PFP team really takes care of us and has been wonderful to work within every way. We are lucky to have found them! My wife and I have really benefitted from their guidance and excellent comprehensive approach.

T P.

Consistent, reliable, trustworthy people that successfully managed my late father’s assets, allowing him to pass fulfilling his wishes. I have since entrusted them to manage mine, as well as helping my young adult children start off on the right foot with a strong financial plan. I highly recommend them.

Thomas M.

I have been a client since January 1999, which technically is before PIFP began. For twenty-five years I have been most satisfied as PIFP has met our financial objectives of managing our finances allowing us to enjoy life without having to concern ourselves with financial matters. At one time I never thought that situation was possible, but I am truly grateful for our experience with PIFP; even our recently retired son, who viewed our experience, has subscribed to a retirement financial plan with PIFP.

Kathy R.

I love everything about Partners In Financial Planning. They have helped me grow my investments over the years. Always very helpful no matter how dumb my questions are. I plan on staying with them until I die.