Testimonials

“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

 
 

“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


 

“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


 

“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


 

“It is so pleasant to come to your office. Elsa, Glen, 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


 

“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