Poulsen Financial Group - Jacksonville, North Carolina

Address: 824 Gum Branch Rd, Jacksonville, NC 28540.
Phone: 04558191.
Website: poulsenfinancialgroup.com
Specialties: Financial consultant, Life insurance agency.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 2/5.

📌 Location of Poulsen Financial Group

☎️04558191

Poulsen Financial Group

Poulsen Financial Group is a reputable financial consulting firm located at 824 Gum Branch Rd, Jacksonville, NC 28540. They offer a range of financial services, including financial consulting and life insurance agency services. The company is dedicated to helping clients achieve their financial goals and secure their future.

Specialties:

Financial consultant
Life insurance agency

Other points of interest:

Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended

The company has received 1 review on Google My Business, with an average rating of 2/5. This rating suggests that there may be room for improvement in terms of customer satisfaction and the quality of their services.

If you are looking for a financial consulting firm in Jacksonville, NC, Poulsen Financial Group may be a good option to consider. However, it is recommended to research other options and read more reviews before making a decision.

👍 Reviews of Poulsen Financial Group

Poulsen Financial Group - Jacksonville, North Carolina

S

2/5

Long story short, they are a pointless middleman and you can save thousands of dollars by investing yourself. Find a reliable mutual fund company and send your money straight to them. These financial advisors will just cost you tons of unnecessary dollars.

When I first started to learn about investing I called Poulsen Financial Group because they were a "Dave Ramsey Endorsed Local Provider." We had a meeting and they helped me set up a profile in a mutual funds company. For this they charged me more than 5% of the money I had to invest. I had no knowledge of investing so I thought this was acceptable. After this initial meeting I had very little contact with them again. It turns out that the mutual fund company manages my account for me, so Poulsen Financial Group really has nothing to do. They didn't do anything that a normal person couldn't do. They're just a middleman. I could have easily made my own account and deposited my money myself into whatever mutual funds I wanted and saved myself hundreds of dollars. To this day I haven't heard anything from Poulsen Financial Group, which is fine with me. I don't need them. Now I save thousands of dollars by investing money directly instead of using a financial advisor. Even though they charged me a lot of money, I did make my money back in the long run and I like the company that they used for my mutual fund profile. I just wished that I had done everything myself and saved hundreds of dollars which would be thousands by now.

Save yourself thousands of dollars and do a little of your own research on how investing works. All you need is to find one reliable person that can teach you the basics. It's not as hard as you think.