“My spouse and I engaged in a 90-minute focused session with Ryan to tackle two urgent financial inquiries, and we couldn't be more pleased with the outcome. Our discussion was fruitful as we explored various options with Ryan, leading us to devise a clear action plan for both matters we raised with Ryan. It is great that Ryan offers this type of service, and I wholeheartedly endorse him for both one-time consultations and continuous financial planning support.“
“The professionals at Burns Estate Planning are the most knowledgeable and insightful people I have ever worked with. I recommend their services to anyone for your financial planning needs.“
“Great place! Excellent customer service and always sound advice. Multiple people recommended Chuck Simmons and his team to me when I was looking for a financial advisor. I just wish I would have found them sooner.“
“I have been working with Gerrod Galliano and Kevin Phillips on my retirement accounts and discussing strategies for the future. Gerrod and Kevin took the time to review my current situation, get to know me and my needs. They are always a phone call away. I feel like I am talking to a friend (very personal).“
“My whole family is with BPG and have been pleased for many years. Insurance, investments and annuities, rollovers, a platform, newsletters, and, of course, advice. Good location with off-street parking. Good communication, including reminders when it's been too long between visits.“
“Extremely knowledgeable and trustworthy. Would trust Darren with any of my financial concerns.“
“We entrusted Gregory Ricks and Associates with our financial planning years ago and haven't been disappointed...Nicholas Rhode has always been helpful and takes to heart our personal goals and needs. We cannot ask for better service and value now in our retirement years. Thanks for your professional guidance and direction with our investments. God's blessings“
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