“**We are impressed with BWFA.**After reading Consumer's Checkbook, we interviewed six highly rated financial firms. BWFA was the only one that made us feel like we belonged and that they would work with us to meet our individual needs.We started by working with BWFA to create a financial plan. We were then very pleased with their guidance through the current state of the markets. In addition to their expert financial management, the staff are always pleasant and eager to answer our questions.BWFA also offers a variety of educational resources, including live webinars on all topics related to finances for all ages, as well as health, cooking, and book groups. They also have a podcast that is short and to the point on relevant topics.We are very pleased with our decision to hire BWFA. They are a valuable asset to our financial well-being.Here are some additional details about BWFA that we found to be impressive:* They are a fee-only financial advisory firm, which means that they are paid a flat fee for their services, rather than receiving commissions from the products they sell. This ensures that they are always acting in the best interests of their clients.* They have a long history of providing excellent service to their clients. They have been in business for over 30 years and have a team of experienced financial professionals who are dedicated to helping their clients achieve their financial goals.* They offer a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning. This allows them to provide a comprehensive financial solution for their clients.* They are committed to providing their clients with the highest level of service. They offer a variety of resources to help their clients learn about personal finance, including webinars, educational materials, and a podcast.Overall, we were very impressed with BWFA. They are a reputable financial advisory firm that offers a wide range of services and is committed to providing their clients with the highest level of service. We would highly recommend them to anyone looking for a financial advisor.“
“Great team, great communication, trustworthy and extremely knowledgeable in the area of finance. A great place to do your taxes as an individual or as a business. Highly recommended.“
Financial Planners
Financial Planners
Financial Planners
“**We are impressed with BWFA.**After reading Consumer's Checkbook, we interviewed six highly rated financial firms. BWFA was the only one that made us feel like we belonged and that they would work with us to meet our individual needs.We started by working with BWFA to create a financial plan. We were then very pleased with their guidance through the current state of the markets. In addition to their expert financial management, the staff are always pleasant and eager to answer our questions.BWFA also offers a variety of educational resources, including live webinars on all topics related to finances for all ages, as well as health, cooking, and book groups. They also have a podcast that is short and to the point on relevant topics.We are very pleased with our decision to hire BWFA. They are a valuable asset to our financial well-being.Here are some additional details about BWFA that we found to be impressive:* They are a fee-only financial advisory firm, which means that they are paid a flat fee for their services, rather than receiving commissions from the products they sell. This ensures that they are always acting in the best interests of their clients.* They have a long history of providing excellent service to their clients. They have been in business for over 30 years and have a team of experienced financial professionals who are dedicated to helping their clients achieve their financial goals.* They offer a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning. This allows them to provide a comprehensive financial solution for their clients.* They are committed to providing their clients with the highest level of service. They offer a variety of resources to help their clients learn about personal finance, including webinars, educational materials, and a podcast.Overall, we were very impressed with BWFA. They are a reputable financial advisory firm that offers a wide range of services and is committed to providing their clients with the highest level of service. We would highly recommend them to anyone looking for a financial advisor.“