Wealth Enhancement Group - Bradenton (FL)

5 /5 kristy0628: I chose to move my finances to Charles Schwab after recommendation from a family member. My financial advisor, Andrew Gibson, has provided constant support and sound financial advice.

5 /5 Dana Kellis: Mr Breiter and his team provide excellent servic e. They are attentive to my financial planning and investment needs, provide frequent feedback on my portfolios performance, and give me regular reports on both market dynamics and their firms market research. I remain quite pleased with their partnership after several years of working with them.

5 /5 A.J. Pollard: Moving to Integra has been a revelation. My guy Andrew has been beyond responsive, helpful, understanding, and patient. The insights and knowledge they give me makes me a better investor and they’ve had a great deal of success for me which is great of course. I feel at home and I would recommend them to everyone. Sharp group of people,.

5 /5 Michael Neal: I highly recommend the professional team at WEG. They are very trustworthy and capable. I strongly recommend to anyone looking for a money manager.

5 /5 Scott Buchan: My wife and I have been working with WEG for a little over two years now. They have been outstanding in helping us transition into retirement, particularly with inspiring confidence that we had sufficient funds to accomplish our goals and have more than enough reserves. We really appreciate the distribution strategy they have crafted for us, and which they will continue to work with us in executing in the coming years. Our principal advisor, Tom Breiter, is thoughtful and an excellent communicator in explaining our options and strategy. We have regular video telecons to discuss our financial picture and go over any questions we have. Andrew Gipson also is superfast in handling all the details of getting information and transactions performed for us. The planning tool that is made available through the customer portal is easy to use and can be updated with any changes to our financial resources. It was very helpful when we were making timing decisions on retiring, since we could change spending patterns and see what the effect would be on our long term outlook. We look forward to working with Tom, Andrew, and the rest of WEG for many years to come.