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
