Testimonials

What Our Clients Say

"Brett listens, researches and then advises on recommendations for both what I asked for or think I want and sometimes a path I have not thought of. He is kind and caring towards his clients and I have found him to be very trustworthy. He consistently checks in and always available if needed, and I have confidence knowing I have him looking after my investments."
Stephanie F.
"Brett Bringuel has been my financial advisor for many years. Brett can communicate effectively, be empathic, and practice situational awareness in up and down markets. I was a business owner who worried about retirement. Brett will tell you that my all-time favorite question was-"Will I get to retire?" Here it is 23 years later, and I am retired (for the most part). He and I have been through GOOD financial markets, and bad financial markets. He is a man of integrity. He has raised a family, stayed married to the same woman, and never lost his faith. I highly recommend Brett Bringuel as my trusted financial advisor."
Cheryl K
"Brett Bringuel has been my financial advisor for seventeen (17) years. He has always exhibited the highest standards in fulfilling his obligations as my financial advisor. He is a man with the utmost integrity, and I rely on his advice without any reservations. I am pleased to recommend his services to all."
Roy B
"We have been a client of Brett Bringuel for several years. When we first came to Brett we had been using someone else. Every time we left a session, we felt confused and unsure of what was the plan or advice just received. Thus, when we met Brett, to say the least we were apprehensive whether we should just go it alone. Brett took time to understand our concerns, current state and walk us through what we should be doing to plan for our future. For the first time, we walked away from a session with some confidence. Since that initial meeting, Brett has continued to build our confidence, educate us and ensure we are in sync. We would not be where we are today without Brett's guidance, reassurance and patience. Having an advisor who reaches out to you when the markets are swirling to see if you have any questions or just to say Happy Birthday, means he's not just our advisor, he is a trusted partner. We honestly thought we would never be able to retire because of fear of the unknown. There are always unknowns/risk, but Brett continues to make sure we plan for contingencies, adjust when needed, answer my endless number of questions and always finds a way to instill confidence. When we leave a session with Brett, we aren't frustrated but happy. His in-depth knowledge and passion for what he does is only surpassed by his ability to take you along on a frightening journey and find laughter, joy and insight along the way!"
John and Connie F

This statement is a testimonial by a client of the financial professional as of 08/22/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.