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Five Star Financial Resources

★★★☆☆
3.0/5
Based on 1 reviews

About This Business

Five Star Financial Resources is a financial planning company dedicated to providing personalized guidance and support to individuals and families seeking to navigate the complexities of personal finance. With a comprehensive approach, they focus on building strong financial foundations, helping clients achieve their goals, and protecting their loved ones from life's uncertainties. The company's team of experienced advisors, including Doug Beck, Brad Beck, Mitch Rehbine, Tasha Coleman, and Ken Maahs, offer investment advisory services through Osaic Wealth, Inc., a registered investment advisor. They provide common sense solutions to complex financial problems, taking the time to listen and ask the right questions to understand each client's unique situation and objectives. Whether clients are planning for retirement, growing their investments, or preserving their estate, Five Star Financial Resources simplifies financial planning through easy-to-understand explanations of complex concepts. With decades of experience, the company provides clear, confident direction throughout the financial journey, helping clients avoid costly mistakes and grow their wealth securely. Five Star Financial Resources is committed to building life-long relationships with their clients, offering a range of services including investment management, insurance planning, and retirement planning. By working with Five Star Financial Resources, clients can gain the guidance and support they need to make informed financial decisions and achieve their long-term goals. The company's mission is to provide financial clarity, support, and protection to their clients, empowering them to realize their financial aspirations and secure their financial futures.

Customer Reviews

1 total reviews

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SW
Samantha Wright
June 06, 2025
★★★☆☆ 3/5
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Five Stars Isn't Enough - This Team Deserves a Galaxy

I've been working with the incredible team at Five Star Financial Resources for a few months now, and I must say, they've been a game-changer for my family's financial future. From the initial consultation to the ongoing support, every interaction has been nothing short of exceptional. Doug, Brad, Mitch, Tasha, and Ken are more than just advisors - they're trusted partners who genuinely care about your well-being and success. Their ability to break down complex financial concepts into easy-to-understand language is a gift. The level of personal attention and customized planning they provide is unparalleled. I've learned so much about investing, retirement planning, and estate preservation, and I feel empowered to make informed decisions about my financial life. What sets them apart is their commitment to building lifelong relationships - they're not just looking to make a quick sale or transaction; they're invested in your long-term success. If you're looking for a team that will simplify the complexities of personal finance, provide clear direction, and help you achieve your goals, look no further than Five Star Financial Resources. They've earned not only my trust but also my highest recommendation. Five stars isn't enough; this team deserves a galaxy of stars!

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3.0
★★★☆☆

Based on 1 reviews

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