Melissa, is the best financial advisor. She gives me comfort and confidence to know that I am going to be OK in retirement and she’s vigilant on making sure my best interests are Taken care of
July 2024
I have been impressed with the financial planning and tax services that I have received through this agency with Lisa Pugel . She has positioned me well with advice that will take me into my retirement well. I am grateful for the guidance with my investments and the planning process that we laid out to realize those goals. I highly recommend this agency and advisor.
July 2024
Our experience with Lisa Pugel, at DBHW Wealth Management, was perfect in every way. We had an account review. Lisa had a lot of material to go over with us and she kept the meeting moving right along. Her team is to be commended also, for all of their behind the scenes preparation of our accounts and making sure that Lisa had all the information she needed. She was very patient explaining everything to us, especially me because I’m not the best at understanding the technicalities of finance. On a more personal note, Lisa showed that she has a genuine interest in us. We shared information on our families and interests. And also lots of smiles and laughs. I... read full review
Melissa, is the best financial advisor. She gives me comfort and confidence to know that I am going to be OK in retirement and she’s vigilant on making sure my best interests are Taken care of
I have been impressed with the financial planning and tax services that I have received through this agency with Lisa Pugel . She has positioned me well with advice that will take me into my retirement well. I am grateful for the guidance with my investments and the planning process that we laid out to realize those goals. I highly recommend this agency and advisor.
Our experience with Lisa Pugel, at DBHW Wealth Management, was perfect in every way. We had an account review. Lisa had a lot of material to go over with us and she kept the meeting moving right along. Her team is to be commended also, for all of their behind the scenes preparation of our accounts and making sure that Lisa had all the information she needed. She was very patient explaining everything to us, especially me because I’m not the best at understanding the technicalities of finance.
On a more personal note, Lisa showed that she has a genuine interest in us. We shared information on our families and interests. And also lots of smiles and laughs. I... read full review