Brindle & Bay Wealth Management - Frisco (TX)

5 /5 Dawn Burwell: We were so fortunate to have gone to the information session that was given by Nick from Brindle and Bay. It gave my husband and I some good information about retirement planning we hadn’t thought of. It was even more insightful when we booked an appointment with Tory to come into the office and help us with our personal questions. She was so knowledgeable and had given us some great advice so we decided they were going to be our financial advisors. Connie was my first point of contact for information gathering and she did almost everything for me! Transferring of my 401k was nerve racking but with Connie’s help I didnt have an issue as she was on the phone with me helping with questions. All along the way, Brindle and Bay has such an amazing staff who is there to support and provide the financial expertise my husband I are lacking. Now we have peace of mind with our finances.

5 /5 Robert: I was first introduced to Brindle & Bay when my wife and I went to a seminar they were presenting. Nick and Connie are fantastic people who are truly concerned about their clients financial plans. They give attention to each and every clients needs and future. Nick is exceptionally knowledgeable about the economy and markets and I fully trust his expertise and advice.

5 /5 Doc Watson: Nick really has a heart to help people. He is great to work with and provides quality advice. He keeps his commitments, knows this business and is a trusted advisor. He tells it like it is and always has my best interests in mind. His commincatikns skills are excellent. His teammate and assistant Connie does a great job too. She know her subject matter well and is very helpful and kind. Together they make retirement planning easy.

5 /5 John Todd: I met Nick and Connie Davis in January 2023 as I was contemplating retirement. After several conversations about my particular situation, I realized Brindle & Bay was a very good match that I felt could help guide our family through this next stage of life. Nick and his team are very thoughtful and responsive and I highly recommend viewing and subscribing to the YouTube videos that Nick periodically posts. I am thankful to have Brindle & Bay as a member of our trusted team of advisors.

5 /5 Denise Holloway: As soon as my husband and I met Nick and Connie we knew this was right place to be. We needed help planning our future retirement. We needed to understand how to ensure we could retire without financial worries. I love how as soon as we walked through the door we were treated as unique individuals with unique circumstances and needs. Our plan is tailored to our specific needs and desires for the lifestyle we would like to live during retirement. Nick took the time to understand what our future financial needs are and structured our portfolio to a plan to get us where we need to be when it’s time to retire. Connie is the sweetest and is so helpful and fun! The whole office is amazing. I would recommend anyone to go talk Nick at Stonebridge Financial and find out what he can offer you to get ready for your future!