Streamline Wealth - St Simons Island (GA)

5 /5 Kelly Hnatt: We have had the pleasure of working with Joel for nearly a decade. He takes the time to understand your goals and needs, and provides objective, thoughtful financial planning input and investment management. His well-rounded approach takes into consideration more than just looking at the numbers and returns—his strategic thinking across all portfolio elements, including real estate, small business needs, and estate planning—put him in a different category of wealth advisory services.

5 /5 kate heberle: We literally first met Joel on the same day we drove onto St Simons Island from the west coast, and we liked him immediately! That first day, he was very friendly, welcoming and personable. And listening to how he handles investments and how he watches out for his clients, made us feel immediately that we wanted him to handle our investments Now, 10 years later, we still feel the same about Joel…..he has remained as pleasant and personable as he was when we first met him; he meets with us on a regular basis to review our investments and make potential changes. In addition, he contacts us whenever he is concerned with the market and when he thinks changes should be addressed. We trust him implicitly and have recommended him to friends and colleagues without hesitation. Overall, we feel comfortable and at ease knowing Joel is handling our investment portfolio. We consider him an excellent wealth management advisor and have enjoyed getting to know him better, over the past 10 years. Kate Heberle, MD

5 /5 justin davidson: Joel has been my financial for many years now. He is a very professional business man who works hard for his clients. He is honest & trustworthy and someone I have full confidence in to help my family to plan for our future and goals. He stays up to date and in contact through what he is seeing in the market and what is best for each individual. I am thankful Joel is my financial advisor. Justin & Sarah Davidson

5 /5 Nancy Arrington: Joel Bickmore is everything a Financial Advisor SHOULD be. He is honest and extremely knowledgeable. He communicates with us frequently via emails and video chats (his office is not in our town) and is always well prepared to discuss our financial needs and status. He gives good, honest advice and also listens to our needs and ideas. My husband and I have finally found an advisor we can trust! His assistant, Teresa, is a huge help as well! She is knowledgeable and efficient and a pleasure to work with.

5 /5 Pat Guilfoil: Joel has been a trusted financial advisor to my wife and I for several years. His expertise and comprehension in the realm of finance are appreciated. Joel’s ability to give clear advice is refreshing. He is honest, trustworthy and thorough. His office manager, Teresa, is awesome. Together they make a great team. I would strongly recommend them for all investment needs.