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December 2021 by Big New
Brad is a wealth of knowledge! Helped my son tremendously with his knowledge. He was very hospitable, funny, and spoke with humility towards my son.
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July 2021 by Bartolome Canellas
Appreciate his advice, he took time to listen to my questions and explain. He is a financial advisor for the long run. For today and the future, not just a salesman for today and that's it. He will help you plan for the future. He shows experience, knowledge and organization. Friendly staff and convenient location. No pressure to sell a particular product or fund. Found out that other advisors are more salesmen than advisors, he is not that type of advisor. Suggest listen to what he can present, evaluate and plan your future.
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April 2021 by B C.
Took time to explain everything, answered all my questions, very organized, convenient location, keeps the customer informed. Provides good advise. Will recommend you listen to what he has to say. Finding a good advisor, even among large companies, is a very complex and confusing task. So far very happy customer. Also in the past he presented very good and informative workshops. Attend one of those if offered.
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March 2021 by Cathy Sorensen
He talked to me like I was a 5 year old. I'm a CPA with 35 years of experience who specialized in financial services. He never even found out who he was talking to.
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July 2019 by Heather Stalling
Working with Brad has been a great experience. I found him through Dave Ramsey's ELP program. Upon having my son, I wanted to set up a College 529 Plan ASAP but two other CFP never responded to my inquiry. Brad took extra time to explain the 529, how it works and what the best options were for our situation/goals. After that, I also transferred son stagnant IRAs we opened through our bank and rollover those over. Brad has been a great asset and he very personable and knowledgeable.
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February 2019 by Nancy Baxley
Great financial planner.
