Three Bridges Planning - Melbourne (FL)

5 /5 Joseph Mayer: My wife and I have been working with Three Bridges Planning as our financial planner/investor for a couple of years now, and we are thrilled with the results. Our financial portfolio continues to grow at an excellent rate, and the advice and recommendations provided by Brendan and Brian have been spot on every time. They are super client oriented and we always leave after meetings feeling valued and well taken care of. Along with their support staff (Samantha and Judy), they are efficient, friendly, professional, highly knowledgeable, and always current on the latest market trends. They have helped us with tax concerns and navigating our healthcare/medicare/social security options as well. We highly recommend Three Bridges Planning for anyone in need of financial planning/investing advice!!!

5 /5 Barry Hamilton: I highly recommend Three Bridges Planning. These guys are very knowledgeable and professional while being personable and welcoming. They take their time with you and make you feel like a team managing your portfolio for your benefit and success.

5 /5 Kimberly Newman: Absolutely the best decision when I moved to Three Bridges Planning and started working with their Team! Their professionalism, attention to detail and ability to make my money grow is a wonderful thing! Run, dont walk to add yourself as a CLIENT!!!

5 /5 Chris Kling: My father had a decades-long working relationship with Three Bridges Planning and recommended them to me years ago. I have personally relied on them since 2021. Brian and Samantha have greatly impressed me with how easy they are to contact, their work ethic, thorough research, honesty, integrity, and commitment to service. I have recommended them to multiple family members who have later thanked me for the referral. They are the best financial services firm I have ever worked with and give them my highest recommendation.

5 /5 KC Johnston: Ive know Brian & Brendan for several years now and know they do their very best to take care of their clients. They are personable, knowledgeable, and full of integrity. I highly recommend them to anyone looking to put together a financial plan.