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July 2023 by Michael Pobat
I have been working with Drew Bonk for about four years...my goal in working with Drew was to get help consolidating various company portfolios, move to tax sensitive investments, and position myself for a successful retirement... Drew has exceeded my expectations!!! We talk about my Edward Jones portfolio on a regular basis and I am extremely pleased at how effectively Drew has worked a superior financial strategy that continues to grow my investments... Drew has taken the time to fully understand my risk tolerance and my desire to grow my investments with only a moderate risk... today I am happy to report I am enjoying retirement while being financially secure...I continue to put my trust and financial future in Drew's care knowing he has my best interest as a high priority... lastly, I really enjoy talking directly to Drew to discuss my financial options... this personal touch is very rare in today's financial investment world!!!!
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July 2023 by Carl Wang
Working with Andrew is an absolute pleasure! Very knowledgeable and takes the time to understand my financial goals and work with me on a plan best suited for them.
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July 2023 by Dan C
Can’t ask for a more informed, responsive, and kind professional.
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May 2023 by Emily Eames
I really appreciate how proactive Andrew is when it comes to helping me achieve my financial goals. He even goes above and beyond by hosting quarterly market updates to keep me informed about what is currently going on with the market, and I am left feeling more confident and reassured in my financial planning.
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January 2023 by Meghan Butler
Andrew has been a huge help in educating and helping me to manage my finances! He is extremely professional, knowledgeable, transparent, and always a pleasure to work with!
