Testimonials

“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

 

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

February 19, 20201

 

“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


 

“All of the information I received helped a great deal. Now I can move on with confidence and make the right decisions. Thank you very much.” -Arthur N.

December 7, 2020

 

“The information I received helped me greatly. Looking forward to continuing 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


 

“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, Glen, 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

 
 

“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