Parallel Wealth Financial Group Inc.

I am generally not Someone who tends to write reviews, but I will make an exception here. I accidentally came across Adams, YouTube videos a couple of years ago and found him quite interesting and knowledgeable. One of the things that greatly interested me what is the option to have Adam and his crew do a fee for services plan. I had never seen this offered in the financial services industry to this point, so after some research and deliberation, I reached out to him. He answered all my questions Honestly and quickly. I appreciate that. Long story short, we signed up for a full retirement analysis for both my wife, myself our operating Corp. and our holding Corp. What followed was almost overwhelming in terms of supportive paperwork and personalized videos, as well as zoom calls and of course plenty of emails . They left no stone unturned in my opinion. And certainly if I had any question of which they were very few because of the thoroughness, they were addressed promptly. I do not have a personal financial planner, and do everything myself in terms of future planning, but what Adam and his associates have supplied me with, has given me a perfectly clear road, with options that I can use moving forward. I would not hesitate to recommend Paralell wealth to anyone that is looking for either an advisor or a fee for a service program. Simply top-notch! Thank you all for your time, input and help.

We highly recommend the team at Parallel Wealth to everyone as they approach retirement. We started by watching Adam's videos on YouTube. That clear, unbiased and invaluable information was perfectly complemented by the comprehensive and clear plan we received from Brett. The peace of mind the plan provides is invaluable. We can now enter retirement with confidence knowing that we have a great plan in place which maximizes our income and minimizes our tax bills. A huge thank you to Adam, Brett and all at Parallel Wealth.

Great people. Scheduled a call and Adam himself called and answered all of my questions. Bought the fee for service plan and Jon put together a clear plan for me, then called to go through it and made some adjustments on my request. Very Pleased with Parallel Wealth.