Nia Day Bridgeway is doing a great job with migrating over from Member’s United Credit Union. Like many companies they’re working on becoming updated with certain systems/technology. The staff is the best part of the company. I can always call and get my issues resolved in a timely manner. Keep up the great work and I look forward to seeing what’s in store for current and new members.
Aarahwanna Roe Leslie Hammock has been my financial advisor for more than 10 years. He has researched, provided choices, and in every case given good, sound advice. Mr. Hammock has always followed up, making sure that I was satisfied and suggesting any changes that he thought might be advantageous to my portfolio. I am happy to recommend his company to anyone seeking advice on financial investments or annuities.
Joan Roe
Sarah Smith-Jones Before being referred to Brett by a friend, we contacted other financial advisors. They declined to meet with us since our portfolio was "not large enough". We had lost hope in finding someone to work with us until we met Brett. He told us he does not turn anyone away. Bretts genuine goal is to achieve the best outcome for his clients. His approach was not only about the successful performance of our portfolios. He was also focused on all facets of our estate. After reviews and meetings, he suggested other options for us to consider to round out our estate planning. As a result of Bretts hard work and guidance, we now feel comfortable and confident with the status of our estate going into the future and for our beneficiaries.
