We felt like they had our best interests in hand, and they just wanted to learn about us and answer any questions we had. So, it felt like, you know, they cared a lot, and they were very authentic and genuine with us.

Gerry O.

Before working with Brindle and Bay, I managed my investments on my own. I probably would have been okay, but I never felt completely secure. Now, I don’t worry about my finances. Even during the uncertainty of COVID, I stayed calm because I knew we had a solid plan in place. I never felt the need to panic or make drastic moves

Angie P.

We’ve always been savers, so when they told us, ‘You guys aren’t spending enough,’ we were shocked! No financial advisor had ever encouraged us to enjoy our money. But then they showed us the numbers, the modeling, the strategy—and we realized they were right. The collaboration has been incredible. It just seems like we're part of a team versus the advisor and we're their client. It just seems like we're part of a team, which is an interesting concept for a financial firm to give us.

Charlie Shirley F.

I thought I was going to work until 65—that was the plan. But work stopped being fun, and I called and asked, ‘Can we do this earlier?’ We sat down, ran the numbers, and he said, ‘If you want to retire, retire—we’ll make it work.’ I retired that October, and my wife and I spent 43 days traveling across the country—31 states, over 10,000 miles. Without Brindle & Bay, I’d probably still be working and taking two weeks of vacation when my boss decided it was okay

Tom A.

I just think their personableness is very important. They treat you like family, they have gatherings with all their clients, and they show that they really care about us.

Diane W.

I can't begin to tell you how impressed Kim and I am in the professionalism and care that you guys are giving us. It is leaps and bounds above the care we were receiving from our previous advisor. We are very impressed in the thoroughness and attention to detail. A big THANKS to ya'll.

Steve W.