Financial Planners near Brighton

“The staff at Strickler is collectively excellent, and every interaction I've had with them has been not just professional, but also genuinely friendly and sincere. Al and Alex have made me feel comfortable from our first meeting, and I have every confidence that they care as much about how well my investments are doing as I do! They are endlessly patient with my many questions, even when asked before. They respond immediately to any message, text or email, and are really good at calming my nerves, explaining confusing terms or strategies and reminding me how well they've helped me set up my future. Their intelligence, integrity and personality runs through every person in the office that I've met. Jessica is the perfect first face to greet you when you walk in, and there's no question I feel very comfortable with everyone. Their client events are fun and creative, and make me feel like more than just a client. I've had financial advisors before, but I feel like I hit the jackpot with this group.“

“I highly recommend Christopher Berry and his team. I had power of attorneys done for my daughter. She just turned 18 and is going off to college. They were super friendly, understood My fears and concerns. Walked her through the process Step-By-Step answered all of our questions. We felt right at home. Will definitely recommend to family and friends.“

“I cannot recommend Henry highly enough as a financial planner! For the past 20 years, he has been an invaluable resource in managing our finances and helping us achieve our goals. What sets him apart is not just his expertise in the field, but also the genuine care he has for his clients.

Henry has always prioritized our best interests, guiding us through various financial decisions with patience and clarity. His strategic insights and personalized approach have made a significant difference in our financial journey.

Beyond being an exceptional planner, Henry is also a wonderful friend. His support and understanding extend far beyond the numbers, making the financial planning process feel more like a partnership.

If you're looking for someone who combines professionalism with a personal touch, Henry is the one to trust!“