Testimonials

"It was very helpful and we enjoyed seeing Glenn and getting his advice, learned some things today to help us plan for the near future." -Sandy B.

September 27, 2021

 

"Mr. LaBar & staff were knowledgeable, accommodating, and resourceful. We are pleased with the service we received and will continue our relationship with WealthBridge." -Tonia W.

September 24, 2021

 

"Glenn is very knowledgeable and professional. I always get answers the make sense and that guide me towards making good decisions. Elsa is wonderrful, and not just because she gives me cookies! She is a real pro, too." -Jeff H.

September 10, 2021

 

 

"Everyone was patient and informative!" -Anne G.

 

September 2, 2021

 

"I am always treated like a person, never like an

account. They are very professional and knowledgeable." -Jeffrey H.

September 2, 2021

 

"Wonderful." -Elusma P.

 

August 25, 2021

 

"Very helpful, security first retirement." -Elusma P.

 

August 24, 2021

 

"Professional, patient, and great at communicating-including listening." -Judy M.

 

August 13,2021

 

"Very friendly and knowledgeable staff." -Terry E.

 

August 5, 2021

 

"Always productive and professional. Glenn takes time to explain all our options and makes sure we understand them. He follows up and keeps us up to date. Elsa is greattoo at following up and making us feel like important clients" -Greg A.

August 3, 2021

 

"Tari is so helpful!! My brother joined the call with us today and after he said "she is awsome!!" Thank you for all of your help!!!." -Julie S.

July 22, 2021

 

"This is all been very intimidating and overwhelming. Sacha and Tari offered other ideas and let me know they understand this is a lot and they were here to help. I felt the help and that's what I really want. Thank you." -Julie S.

July 7, 2021

 

"We enjoy Glenn's enthusiasm and expertise. He explained some changes clearly and gave us food for thought. Sacha was helpful. Thanks to both for coming to our home." -Margaret S.

June 30, 2021

 

"Tari is very knowledgeable and an excellent communicator." -Derek G.

 

June 27, 2021

 

"Miss Watkins was well prepared and on time. She presented options that both of us, my wife and I, could appreciate and evaluate." -Louis W

June 8, 2021

 

"Everyone is so helpful and friendly. Takes their time to make sure I understand how things work." -Anonymous

June 4, 2021

 

"Miss Tari brought financial information to the meeting that I was unaware of. I really appreciate her knowledge and presentation." -Louis W.

May 28, 2021

 

"All of our questions were answered and left satisfied with the Living Trust." -Julie H.

 

April 25, 2021

 

"Very pleased with the service." -Larry B.

 

April 2, 2021

 

“No way I could handle this on my own. I am always nervious going in to the meeting but soon made to feel at ease.” -Charlene W.

March 26, 2021

 

“Felt very nervious when I first got there but everyone helped me relax and feel comfortable. Answered all my questions so I could understand.” -Charlene W.

March 23, 2021

 

“Glenn always takes the time to explain all our options and answer all our questions even if we ask the same ones each visit. He is professional, patient, and personable. Elsie is also a pleasure to work with and makes great cookies.” -Greg A.

March 11, 2021

 

“Everyone was very pleasant and professional. Our discussions were informative and helpful.” -Ron & Ann D.

March 4, 2021

 

“Wonderful staff and I loved the cookies.” -Shirley K.

 

February 26, 2021

 

“Very kind and helpful at a hard time.” -Joanne T.

 

February 19, 2021

 

 

“Tari was very professional and anticipated questions/plan. I really appreciate her insightand the reports ran.” -Meghan B.

February 17, 2021

 

 

“Very nice and kind, everything that was promised came true. Thank youfor such kind service, it is truely appreciated.” -Cynthia T.

January 21, 2021

 

“Gave us good advice.” -Diane B.

 

January 7, 2021

 

“She was very informative and kind.” -Anna J.

 

December 28, 2020

 

"The financial advisor I spoke with was very knowledgeble and answered all of my questions, but he was in a huge rush to get through with our phone meeting. Although originally scheduled for a half hour, he told me he had to hang up to attended another meeting only 12 minutes into our call. He said he would follow up with an email so we could arrange another time to talk, but never did." -Randi R.

December 28, 2020

 

“Glenn offered lots of information on various topics related to my retirement planning. He was knowledgeable and flexible to answer a broad range of questions. Very helpful and pleasant." -Mary B.

December 9, 2020

 

“Now I can move on with confidence and make the right decisions. Thank you very much.” -Arthur N.

 

December 1, 2020

 

“The information I received helped me greatly. Looking forward to continue to resolve some retirement issues.” -Arthur N.

December 1, 2020

 

“You explain everything good and everybody there is nice and friendly. You make us feel welcome!” -Honey H.

November 25, 2020

 

“Did not have all the information I requested.” -Luanne E.

 

November 22, 2020

 

“Very friendly and knowledgable.” -Larry B.

 

November 10, 2020

 

“Friendly, professional, and personable. We all felt comfortable and informed.” -Karen D.

 

November 6, 2020

 

“Customer service was impeccable. I received a call the day before asking me for specific details I wanted to know about my retirement. When I received the call the following day she was able to answer those questions and more. I would recommend this service to my fellow co-workers who have sometimes found it difficult to get answers when contacting our local personnel office. Thank you.” -Cheri W.

November 4, 2020

 

“Efficient, welcoming, and informative.” -Kathleen B.

 

October 26, 2020

 

“Very professional and helpful. Received appointment time very quickly and to my advantage. Thank you very much.” -Susan F.

October 14, 2020

 

"Everyone in the office was very helpful.” -Charles R.B.

October 14, 2020


“Tari is very knowledgeable in IRA's and Federal TSP savings. She gave me information on what options I have to better my savings.” -Linda D.

October 8, 2020


"Tari explained things clearly. She is working up a graph to show my potential growth for my savings.” -Linda D.

October 1, 2020


 

“Glenn is easy to work with. We appreciate his ability to share information at our level of understanding. He is always flexible with our schedules as well.” -Steve F.

August 26, 2020

 

“Glenn has always been great with us. He is patient with us and answers all our questions. He also gives us options with explanations on how they will help us. Elsa is terrific and very personable. She is responsive to our questions and makes great cookies.” -Greg A.

August 24, 2020

 

“Very professional and friendly. All my questions were answered.” -Lawrence B.

 

August 18, 2020

 

“My advisor, Glenn, took a personal interest in my situation and made sure all my questions and concerns were addressed. The secretary/receptionist, Elsa, was very friendly and helpful.” -Jeff H.

August 13, 2020

 

“Pleasant & informative.” -Barbara B.

 

July 31, 2020

 

 

“Glad to have contact with new Advisor Mark but he said we are in good shape as we are now and no changes needed at present time.” -Margaret S.

July 20, 2020

 

“They are all very nice and helpful.” -Penny H.

 

July 15, 2020

 

“Didn't answer some of the questions I asked in regards to my trust!” -Linda L.

 

July 1, 2020

 

“Wealthbridge has been my financial advisor for many, many years. I have always been very satisfied with their service and advice. In particular, Glenn has been especially helpful. When it's time each year to review my investments, he actually comes to my home and saves me the trip down to their offices. Their follow-up is always timely, and their knowledge of finance is excellent and up-to-date. The BBB has awarded Wealthbridge an A+ rating, and I would recommend them without reservation.” -Karen S.

June 29, 2020

 

“Meeting information was precise, helpful, and thorough.” -Leland R.

 

June 24, 2020

 

“Glenn is great, he knows exactly what is best. Elsa is always charming, love her cookies.” -Linda R.

June 18, 2020

 

“All good and professional, always a good experience.” -Flor M.

 

June 11, 2020


"First relaxed atmosphere, friendly, caring staff even cookies!!. Experts for whatever area you need. I was so very impressed. Thank you so much.” -Laurie B.

June 9, 2020


“Everyone is very professional and ready to work, no wasted time.” -Mikel C.

May 6, 2020

 

“The financial advisor and the support staff are very helpful and knowledgeable.” -Anonymous

April 27, 2020

 

“Will follow up on Family Trust after Covid-19 with my parents. Thank you for all the professional service.” -Linda M.

April 10, 2020


“Tari knows what’s she’s talking about & I feel she has my best interest in mind.” -Jackie F.

April 1, 2020

 

“We appreciate being contacted by the agent instead of us having to make contact. It was reassuring to know that our money is protected during this virus pandemic, because we put the proper provissions in place.” -Anonymous

April 1, 2020

 

“Everyone is friendly and effient. And...the cookies are delicious.” -Helen B.

March 31, 2020


“Glenn is always patient and professional with us and has done a great job with our investments. Love the fresh cookies at the office.” -Anonymous

March 30, 2020

 

“Elsa is a super dedicated employee and very professional as she has always been.” -Manuel P.

March 17, 2020

 

“All very professional” -Anonymous

March 11, 2020

 

“Explains things very well and his advice has been great. I feel like my money is really working for me. Elsa has also always been very helpful.” -Anonymous

March 11, 2020


“Attention to details, knowledgeable, personal service, and feel like one of the family

(My husband appreciates the coffee and departure cookies).” -Anonymous

March 9, 2020

 

“It is so pleasant to come to your office. Elsa, Glenn, and Sacha have been so accommodating to us. We were glad to refer our friends to you today which speaks volumes. And the cookies don’t hurt either!” -Donna S.

March 5, 2020