When asked how would you describe your financial advisor:
“Bryan did a fantastic job providing an effective strategy that addresses all aspects of our financial goals, including restructuring toward solid investments that a mindful of tax requirements and future estate planning issues.” – LT
“Bryan is dedicated to his role as a fiduciary. He is knowledgeable, forthcoming, and most importantly listens to our concerns – which isn’t always easy since one of us likes aggressive growth while the other leans toward a conservative approach.” – Bob M.
“Awesome, very knowledgeable, and always on the ball with any changes that might be needed to my accounts. The SFG staff is always responsive and ensures any requests/needs are met.” – Nilps
“The team are all professionals and very knowledgeable.” – Nilps.
“I would describe my financial advisor as caring, very knowledgeable in his line of work, and is willing to listen to his client.” -Linda H
“Bryan is approachable, kind, and smart. He demonstrates genuine interest in me and my concerns/needs. – Lizzy Gary
“Very helpful and useful for our peace of mind.” – Ria Marpaung
“Knowledgeable in various strategies to protect and maintain income” -Bill C.
“Very friendly, knowledgeable, and willing to work with us.” – PDP
“Honest, frank, with good visibility to status and plans.” – Harry H.
“Very thorough, very knowledgeable” – Terry
“Bryan is a great guy. He cares for his clients as well as providing them with excellent service.” – Adria Q.
“Knowledgeable, professional. Pushes me in the right direction but also respects my decisions.” – Terry C.
