Dtrt Advisors

As a pharmacy student, I am required in my last year elective to visit a financial planner for 15 minutes and discuss my financial plans. I called every financial planner in town and was unable to get anyone to meet with me for a short amount of time due to tax season. Defeated, I had emailed DTRT as a last hope, and received a call no more than 5 minutes later asking me to come in the very next day!
I met with Ron, the president, and he was fabulous. He was willing to help me as a college student and sat with me for free for almost an hour, going over financial basics and making general recommendations.
(Now, that may be just for my case, and I don’t want to generalize to all other college students that he is willing to do financial planning for no charge, but it was really only a semi-​consultation.)
I can’t rate this business as a client, but I can rate it based on the expedience and helpfulness…