Wela Financial Advisory

We are proud to be part of the Wela family, and we highly recommend them for anyone who wants expert financial guidance with a personal touch.

I moved my account over from Edward Jones and with the help of Esmond Pabilona and the entire Wela team I feel very confident about my financial future.

We transferred our former investments to Wela (formerly Brent Forrest) several years ago and are very happy with their customer service and how our investments have performed.

Brent Forrest and Associates, now doing business as Wela Financial Services, has helped my wife and I enjoy retirement.

I really appreciated their approach to becoming my financial advisors beginning with collecting information me and also developing what I call a "profile" outlining my "financial related behavior".

Excellent client advisor relationship for many years.

We have been using Wela Financial for six years and were referred by my mother in law who has been with them for almost 20 years.

In communicating effectively orally and via charts & graphs where my wife and I can understand completely how we stand with our financial future.

Change happened throughout those years but the Team's friendliness, caring, and focus on us individually has been a constant success.

The Wela team gives personalized, expert financial advice to clients in a friendly, relaxed but highly professional manner.