Brindle & Bay Wealth Management
(22 Reviews)
The cost of our professional services is based on a percentage of the value of the investments we manage. This is debited directly from your account and includes ongoing retirement and tax planning, plus many additional services. Most people find this to be about 1% per year.
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Highlights
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In Business Since 2020
Sentiment Analysis
As a result, I highly recommend Brindle & Bay because they've truly helped me to maintain a realistic plan of action given my personal risk comfort.
He was very upfront with what he thought we needed and shared with us what he thought was the best path forward for our particular needs.
They provide immediate responses whenever required and provide regular scheduled reviews of our investments, provided tools so as to limit losses and provide means for us to review our investments.
Not only do we receive financial advice tailored to our particular set of circumstances, but we’re also treated as extended family at every step in the process.
Nick and the entire team focus on educating each household on what is involved in planning for retirement and in preparing for the long term finances needed.
Treats us like we are a million dollar customer!!
The office staff is very attentive and always replies to questions quickly.
I can honestly say being a part of the Stonebridge family is like receiving information from a well educated, trusted family member or friend.
He keeps his commitments, knows this business and is a trusted advisor.
We could not have found a better team to help us in preparing for retirement.
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