My husband and I have been working with Andrew for several years now. He is very knowledgeable about all aspects of the financial arena. He has a great personality and is very attentive to our needs. He responds quickly to any questions or concerns and checks in with us on a regular basis just to see how we are doing. We are very fortunate to have him as our financial advisor!
September 2025
Mr Breiter and his team provide excellent servic e. They are attentive to my financial planning and investment needs, provide frequent feedback on my portfolio's performance, and give me regular reports on both market dynamics and their firm's market research. I remain quite pleased with their partnership after several years of working with them.
October 2024
My wife and I have been working with WEG for a little over two years now. They have been outstanding in helping us transition into retirement, particularly with inspiring confidence that we had sufficient funds to accomplish our goals and have more than enough reserves. We really appreciate the distribution strategy they have crafted for us, and which they will continue to work with us in executing in the coming years. Our principal advisor, Tom Breiter, is thoughtful and an excellent communicator in explaining our options and strategy. We have regular video telecons to discuss our financial picture and go over any questions we have. Andrew Gipson also is... read full review
My husband and I have been working with Andrew for several years now. He is very knowledgeable about all aspects of the financial arena. He has a great personality and is very attentive to our needs. He responds quickly to any questions or concerns and checks in with us on a regular basis just to see how we are doing. We are very fortunate to have him as our financial advisor!
Mr Breiter and his team provide excellent servic e. They are attentive to my financial planning and investment needs, provide frequent feedback on my portfolio's performance, and give me regular reports on both market dynamics and their firm's market research. I remain quite pleased with their partnership after several years of working with them.
My wife and I have been working with WEG for a little over two years now. They have been outstanding in helping us transition into retirement, particularly with inspiring confidence that we had sufficient funds to accomplish our goals and have more than enough reserves. We really appreciate the distribution strategy they have crafted for us, and which they will continue to work with us in executing in the coming years.
Our principal advisor, Tom Breiter, is thoughtful and an excellent communicator in explaining our options and strategy. We have regular video telecons to discuss our financial picture and go over any questions we have. Andrew Gipson also is... read full review