-
July 2024 by Steve
We have been working with David and his team for over five years. They listen, they give and implement sound financial advise, and they care about us as people. We are with them for the long haul!
-
July 2024 by Sara Leeper
Cindy and I have appreciated all the financial information and work BAM has done on our behalf. Thank you!!
-
June 2024 by Mark Musgrove
BAM Advisory Group has been our financial planner for the last three years.
Our previous financial planner of 30 years retired. We were looking for someone who would continue to help us grow our investments, but also provide guidance on our upcoming retirement..
1. How much monthly income could we plan on receiving from investments?
2. Which accounts that monthly income would be drawn from when we retired?
3. Would we be able to continue living comfortably in retirement, or would we "run out of money"?
4. Would we be able to have some inheritance money to pass on to our children & grandchildren?
5. How could we reduce the tax burden of our investment gains & also any inheritance money given?
We met with David and his team a few times prior to deciding to partner with BAM Advisory Group. They listened to our questions & concerns, & asked us what did "living the good life" in retirement mean to us?
With their well-rounded 5 area retirement gameplan, which includes income, investments, health care, tax reductions & Legacy planning, they were able to show us detailed information on where our monthly income would be drawn from, how to structure our assets for long term stability, how to help plan for long term healthcare, how to reduce the amount of money we pay to Uncle Sam, & how to maximize our inheritance Legacy to our family while reducing the tax burdens associate with it.
BAM was not pushy or overbearing at all. They made it very easy & seamless to switch from our previous advisor to the BAM Advisory Group. Their team is very responsive to our questions & needs. We like to meet in person, but they do offer over the phone and video conferencing as well. We have quarterly reviews on our overall portfolio, how’s our income stream (does it need adjusting), Legacy Planning, tax mitigation and long term healthcare concerns are also addressed.
The "BamFam" also offers fun events throughout the year for their clients to attend.
We highly recommend BAM Advisory group to work with for all your financial needs & guidance!
Mark & Becky M.
-
June 2024 by Anne Nance
Friendly family like atmosphere, yet professional every way. They put a lot of emphasis on educating the client.
-
June 2024 by Jon Pol
BAM Advisory Group's commitment to tailored, transparent financial advice is exceptional. Their proactive approach and personalized solutions have given me peace of mind. Their team's professionalism and responsiveness are unparalleled, always providing clear guidance. I wholeheartedly recommend BAM for anyone seeking reliable financial support. Thank you, BAM Advisory Group, for your exceptional service and dedication to your clients' financial success!
-
June 2024 by Terre Christensen
We have been clients of BAM for many years and have always appreciated their care, concern, counsel, and focus on relationships. We receive excellent coaching on our retirement plan and investments and preparing ourselves for the years to come. We appreciate the proactive nature of the team, most recently Max and Dylan, as they present opportunities to make changes they believe will be of benefit. BAM has always focused on knowing us, our tolerances, our concerns, and assembling the best financial plan for our goals. Starting first with David, but also working with Kristi and other team members, we have developed trusted rapport and appreciate their responsiveness, collaboration with our extended financial team, and dedication to providing us the best possible service and information.
-
May 2024 by Jacalyn Forleo
David, Max and BAM Advisory have been managing our investment account for over 7 years now. They've been pivotal in helping us to set up accounts, and long term savings accounts for both ourselves, and our children into the future. They've also helped us to manage funds from prior employers, and inherited accounts and we've seen huge gains. I am so grateful for their guidance and kindness in helping us to make sure we are secure in our finances both today, and into the future.
I highly recommend using them for all of your financial planning, investment and retirement needs. You're in excellent hands!
-
January 2024 by Mike Schwein
BAM Advisory Group is a team of knowledgeable and customer focused individuals who collaborate and partner with you to manage your family's future. They focus on many important aspects and not just where to invest your money. I was previously with a very large well know brokerage firm that I was hesitant to leave but did. BAM has far exceeded my expectations. I highly recommend them.
-
January 2024 by Brian Moore
David and his team have given us outstanding service, we highly recommend them.
-
January 2024 by Donna Ring-Jordan
BAM Advisory Group is excellent. I have been working with them for many years, they are an excellent group to work with, they keep my financial goals in line and they are always extremely responsive to any inquiries.
-
January 2024 by Linda Buntain
My husband and I are very happy with BAM Advisory Group and Max, our representative. He keeps us informed and moves quickly, once he's communicated to us the best strategy for our financial needs!