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Aptus Financial
- Investment Service
- Little Rock, AR
About this business
Aptus provides flat-fee financial services focused solely on what is best for you. We don't sell anything and we don't manage your investments. We’ve designed our financial planning business to remove all significant conflicts of interest so we can give unbiased advice and empower you to take control of your financial life. The relationship is driven by you, not us. You ultimately know more about your money than we do. Our job is to ask questions, listen, and collaborate with you to develop your unique financial plan.
Location details
2 Van Cir, Suite 4, Little Rock, AR, 72207, United States
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We have been working with Aptus for over 5 years and it has been wonderful. They help us with setting goals, and planning, but more importantly, they also help us to understand, and be empowered to make great decisions about finances and investments. Every time we meet with them I learn more and they are great at taking something like investments (which can be intimidating) and make it very approachable and understandable for someone outside of the finance world. Tim Q has been a great advisor and guide. Thank you.
Aptus is such a cool approach to personal finances, and CJ Rose is incredible! I didn’t want to put full control in a financial advisor, I like knowing what’s happening with our money and making our own decisions, I just don’t know enough to do it fully on my own. This is the perfect group for people like me. I’ve received so much support and learned so much while still having total control over my finances. I feel so much more knowledgeable and confident in my money management with CJ’s help!
We had expert help from Tim to plan our retirement. His projections have been on target for many years now. His advice during ups and downs and unprecedented times have been a huge part of our peace of mind and the key to sticking to our plan. Tim is flexible and available and answers our random questions quickly. Having a plan created and maintained for a flat fee was important in our retirement plan. We highly recommend Tim and Aptus Financial.
We have really enjoyed working with CJ and are looking forward to our first year with the Aptus team! He has been incredibly available and approachable, always willing to answer our many questions as we navigate several moving parts. His insights have been invaluable to us.
My wife and I have been working with CJ from Aptus Financial for the last year and have found both him and the company to be excellent. CJ did an initial thorough review of our finances and made a number of recommendations but empowered us to make the changes. This is an excellent company that helps you develop a comprehensive financial plan and then is available as needed with periodic check ins. It is perfect for individuals and families who want to take better control of their finances and develop a log-term plan. Would h... read more
Frequently asked questions about Aptus Financial
How is Aptus Financial rated?
Aptus Financial has a 5 star rating with 2 reviews.
When is Aptus Financial open?
Aptus Financial might be open. It requires an appointment.