We are so thankful to have found Alana Macy with Bloom Wealth Advisors! With so many competing priorities when it comes to money, before we found Alana, we would find ourselves paralyzed with what to do (save for a down payment, build our portfolio, open a college-savings account for our son, etc). Alana connected with us and put together a comprehensive plan to help us achieve our short-term goals, as well as outline our long-term goals. With her guidance and expertise, we feel confident we are setting ourselves up for a more comfortable future.
We are so thankful to have found Alana Macy with Bloom Wealth Advisors! With so many competing priorities when it comes to money, before we found Alana, we would find ourselves paralyzed with what to do (save for a down payment, build our portfolio, open a college-savings account for our son, etc). Alana connected with us and put together a comprehensive plan to help us achieve our short-term goals, as well as outline our long-term goals. With her guidance and expertise, we feel confident we are setting ourselves up for a more comfortable future.