What Clients Are Saying Bormann Wealth Management, LLC (GG)
5 /5 Melanie Meng Xue: Talking with Nick helped clarify my finances. He shared a lot of useful information. While it turned out now wasn’t quite the right time for me to hire his services, it was a good experience and I recommend him. No pressure, which I appreciated. May come back in the future.
5 /5 Adam Farra: Nick Bormann is careful, thoughtful, responsive, and creative. He is the only person I would consider for asset management. Period.
Cal Dowd Awesome bank. Friendly, helpful people. They have helped me many times with all aspects of my business banking from deposits, withdrawals and checks to business and personal loans. Consistently beat other banks and credit unions in rates & fees. Thank you Heritage Bank!
Suny Troha Chris has always been phenomenal in giving us guidance on our investments. I pulled out my first distribution and the whole process was quick and easy. His First Command’s new office building is impressive! Thanks to Chris and his team for taking great care of us.