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“I had finally had enough of my old CPA and by pure luck ran across Linda Broughton and BDM. The difference between a mediocre accountant and a REAL EXPERT is night and day. My financial situation is more complicated than most, and Linda handled it with ease. Linda was/is incredibly personable, listened to my needs, gave me REALLY good advice that saved me THOUSANDS of dollars. I know for a fact she works her tail off for her clients as well. I wish I had found her years ago. I can't say enough good things about her. If she'll have me, I will be with her the rest of my life. She has far out-shined the myriad of accountants/tax preparers/planners I have used in the course of my life. She is a real pro. 5+ stars, beyond a doubt. Thank you, Linda.”
“FRANCISCO: 12:00:29amI would like to tel u about the most helpful, kind, and patient person I ever talked to on the phone. Your employee Shacora Coleman was the most important, delightful, and uplifting person I have ever spoken to on a business call. I have a life altering anxiety disorder with filling out applications and forms. I felt like an infant when i got divorced she did everything having to do with forms. I can't even fill ouf a college application without breaking into tears. She was a live saver and i wish i could give her money, a hug, or just the same uplifting experience she afforded me. SHACORA COLEMAN THANK U THANK YOU THANKFUL 4 U. GOD BLESS, GOD SPEED AND ALL THE BLESSING OF MY POUR LITTLE HEART. PS. IF U CAN GIVE HER A STOCK TIP OIL ZN ZION OIL or UCO, ELECTRONIC RWLK, RNET, ORBC, ONVO. Maybe y'all know how to get some stock in a company called BUSY BEE'S ORGANICS OR The stock when SANTA BARBARA AND GOLETA MERGER JUST TRYING TO HELP CHANGE SOMEONE LIFE THE WAY SHE TOUCHED MINE. THANK YOU AND GOOD DAY”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I love this place! Start your IRA and fun portfolios today! You should be supplementing your 401k with an IRA anyway. 5,500 a year - c/mon, I know you can do it! Nick is the area account manager and he has always made time for any questions I have. He is very accessible, over the phone or in person. He has grown my investing knowledge leaps and bounds, so much so that In addition to maxing my 401K and Ira contributions annually, I also use a separate account to invest in pick em stocks. I understand how to research stocks, watch for dips, when to buy big, how to diversify correctly.. Etc etc! Now granted you have to be willing to invest, and there is risk involved. You also have to show initiative to learn about what your investing in, how it performs etc. If your not interested in learning much, and just want something to direct deposit into.. A set it and forget system that you don't have to manage much, Nick can set you up with that also. Schwab also took time to educate me on their online site, stock management, performance monitoring, trading etc, as well as the app. I'm no big fish or anything, but I'm making money, saving money for retirement.. For a guy who never really understood finances, I now have a maxed 401k maxed IRA and another fund that I send extra money to.. All diversified in different ways. Saving money is boring but necessary.. Why not put that money to work for you while it sits?!?! You can still access it if you need to! Now Go Get Rich!!!”