David Wissinger They helped me manage my investments and tax strategies . It was easy and they have a wealth of knowledge. I would recommend them to anyone.
calvin P Ted Drussel took the time to help me get my account ready for tax time. Everyone could not have been nicer. The wait time was minimal & the parking garage was convenient.
anthony taylor My name is Anthony Taylor , I have known Ron for over seven years, Ron has given me the best advice anyone could ask for. Not only have i done business with Ron but so have my family members and friends. Im not one thats quick to introduce my family and friends to anyone Im doing business with but I could not wait to introduce them to Ron. He is fair and informed. Im doing well in my retirement because of my investments with Ron. Way to go!!!
Shannon B I am planning for my teen’s college years and wanted to find a company who can provide advice and financial knowledge. Working with both Angelina and Paul has been a positive experience. Angelina’s quick responses to my questions, help with the FAFSA forms, and also breaking down the college financial page from each college has been a tremendous help. The meetings with Paul have been eye-opening and helpful and planning for the college future. I would definitely recommend Bridgewise to other families with questions about college finances.
Mary Sherman Roffe Hofmann is an excellent financial planner! He is not only a registered investment adviser but he knows how to explain things in a manner that is understandable and professional. I trust him explicitly!
Tyrone Brown Ive been a customer with STE Financial Solutions for years. Mr. Roy Eaton and his assistant are the best in the business ! They will get you RIGHT !!