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December 2023 by Michael Tinnon
Best Wealth Management is simply an awesome financial planning service! A team of dedicated professionals to help you negotiate the unnerving world of financial planning. Check out this dynamic company that specializes in top notch customer service—where every client is treated like family.
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December 2023 by Allan Silverwood
Brad is the only Wealth Management Planner that has put the best interest of my family first in EVERY recommendation he has made. He is an excellent communicator that takes the time to ensure my wife and I fully understand why he makes a recommendation about our portfolio. We started working with Brad 15 years ago and my wife and I recently retired. The value of our portfolio has grown, and we have a high confidence that our lifetime retirement goals will be exceeded. Whether you are just starting to build your nest egg or have made significant investments over a longer period, Brad will provide the same high level of service and professionalism to help you meet your goals. One last note... in areas where Brad is not the expert, he will find quality resources for you, i.e. insurance policies, Medicare decisions, and he even has a staff tax accountant who provides great advice and for a small fee, will prepare your taxes. B.E.S.T Wealth Management is highly recommended!
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December 2023 by Monica Reed
My husband and I have been with Brad at B.E.S.T. wealth for a number of years and couldn't be happier with his work. He is so honest and willing to go the extra step in situations that our old advisor never would have taken the time for. We came upon a big decision with some funds we had and Brad took so much time out of his day to explain a few options and give us many recommendations on what to do with it. He truly has gone the extra step with us and we trust him very much.
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December 2023 by Amanda Potts
My company has been working with B.E.S.T Wealth Management for many years. Brad is so easy to work with - he explains everything to us in terms we can comprehend and we have no doubt that he is always looking out for our best interest. I 100% recommend B.E.S.T. Wealth Management for any financial help you need for yourself or your company.
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December 2023 by Dr. Mary Young
I met Brad several years ago thru a networking group. That gave me several opportunities to not only get to know him, but also to see presentations about how he conducted his business. I became one of his clients and I have referred other people to him, all of which have been completely as pleased as i am with his services. I know in some cases, those folks have gone on to refer their friends.I feel like I my money is in great hands not only because he is so good at what he does but because I trust him. He is a really reliable, straight forward guy, and his wife Wendy who takes care of administrative duties, is both lovely and very efficient. Together they made the entire process of switching over our tangled nest of accounts incredibly painless. His name says it all. He really is the BEST! I would highly recommend them.
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December 2023 by Bo Durkac
Brad is awesome. We give him our hard-earned money, and he makes us more. We have complete faith in him and his investment strategies. Best of all, he is always available to chat whenever we need advice.
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December 2023 by Karen Harnack
Have known Brad and his family for many many years and have been using B.E.S.T wealth management as well. Super firm, honest, caring, very knowledgeable, just amazing. You won't be disappointed.
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December 2023 by Ray O'Daniel
My wife and I have been using BEST Wealth management for many years now and have always appreciate the level of professionalism with this company. I have referred many people to BEST over the years. If you are looking for a financial planner that listens to you then STOP LOOKING and hire BEST Wealth Management.
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December 2023 by Bill S
Professional, knowledgeable, trustworthy, readily accessible, honest. Makes us feel like we are his best customer. Provides advice and actions that are in our best interest.
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June 2016 by Michael Bozzay
Brad has been managing my assets for a number of years. He has always be honest and upfront with me, doing what is in my best interest, not what gets him the biggest commission. He does his homework and learns how to best manage funds in an ever changing market. I trust him!
