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January 2023 by Julie Smith
Awful! I tried to call them during business hours and they didn't answer. If they can't pick up the phone; then I'll go elsewhere.
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October 2020 by Geoff Gundlach
When we lived in a Raleigh, NC suburb, we used had a financial planner located in Charlotte, NC. That worked OK from a distance but we weren't engaged as much as we'd have liked. Then we moved to Arvada, CO and decided it was time to find someone we could work with face to face. After searching the area and interviewing a few planners, we made a decision. Brett stood out from the others because he was truly engaged with the entire picture. We felt very comfortable sharing all details of our finances including future change outlooks. There was never any judgement or questioning of validity. After having all the information, Brett came back within a couple of weeks and we sat down to discuss the short term changes we should make as well as established a rational long term strategy that made sense.All that's to say that we highly recommend Bengston Financial services if you're looking for someone who is going to take the time to get your future right.
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July 2020 by keith funk
It is a pleasure to work with Brett. Friendly and professional. Very responsive via phone and email. His guidance has been invaluable. I have recommended him to friends and family.
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June 2020 by Steven Koecheler
I have known Brett for over a decade and have been very thankful to have him as our family’s financial advisor for the last few years. Brett is responsive, organized, well informed on a variety of financial topics, and a pleasure to interact with. He has been a calming voice in complicated and uncertain times and is someone that we know we can count on when needed. I personally work in the financial services industry, interacting with a hundreds of financial advisors regularly and it is no coincidence that our family has chosen him to help with a variety of financial planning needs. Thank you for what you do Brett!
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May 2020 by A B
BWM is a great option for those who are looking beyond the normal avenues of investing. Brett’s yearly review of our finances and goals is always comprehensive. He has made several suggestions for investment vehicles and takes the time to thoroughly explain the risks and objectives in plain English. Brett is a wonderful person and wealth manager. My wife and I have felt comfortable with him from the start.
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May 2020 by ME Malone
I’m glad I picked Brett to be my financial planner. Even as Covid-19 rages on, my accounts are doing fine. He was gracious to answer all of the questions my daughters had regarding their dad’s estate.
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April 2020 by Brice Ebert
Great experience! Brett listened to what we are looking to accomplish and we are beginning to formulate a plan. He made the process smooth and easy to do business. We recommend Brett! - Brice & Rachel
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March 2020 by Josh Molinaro - Molinaro Team
I’ve know Brett and his family for a long time! Not only is Brett a great person, he is very Knowledgeable and committed to my finacial success. I would definitely recommend Brett and BWM team to anyone looking for finacial direction and a game plan to help live the life you always dreamed of.
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February 2020 by Mike Case
Brett is very comprehensive in his work as our financial planner. He did a detailed review of our finances and helped us pick plans that will lead to our financial goals. He is quick to respond to an inquiry and follows up to ensure we are satisfied. He is also very knowledgeable about options for investing and offers proactive advice. I highly recommend him.
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February 2020 by Lindsay Ryan-Buck
Brett takes the time to find out your specific financial goals and sets up a plan to get you there. I appreciate how he initially meets with you and follows up yearly to make sure everything is still going smoothly and to see if any of our needs have changed. He takes the extra step in appreciating his clients with different client functions that are always nice and thoughtful. I highly recommend Bengston Wealth Management he makes time and pays extra attention to you and your needs.
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February 2020 by Troy Malesky
I truly enjoy working with Brett. He is very professional and knowledgeable in the industry!
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November 2019 by Andy Weber
I would highly recommend Bengtson Wealth Management! I am glad to have Brett helping my family and me plan for our future. He is very knowledgeable, provided us many investments options, was very good at explaining things in a non-technical way that made it easy to understand, and is always available should questions arise. He was very thorough and helped us look at the overall “big picture” and get all the financial puzzle pieces of wealth management lined up and organized for us. In addition, he has set out a plan for consistent reviews of our objectives in the future. He is also very active in the community!
