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Reviews for Boulevard Wealth Management
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Boulevard Wealth Management
7825 Washington Ave S #100, Bloomington
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7825 Washington Ave S #100, Bloomington
Directions Call Website Suggest an Edit
Before working with the team at Boulevard, we had worked a little with a traditional financial company, and it felt like every meeting was a sales pitch. Every conversation with the team at Boulevard by contrast has been a strategic discussion about our goals, which goes well beyond discussions about money or specific investments. At every step of the way, from organizing our financial picture to helping us with estate planning, their focus has been on educating us and offering deeply informed guidance on how we could best meet our goals. We quickly developed a trusting relationship because of their professionalism and team-based approach, and it has evolved into an... read full review
It has been a great experience working with Brennan and Karen and the rest of the team. I fully trust them. They have always been honest with me and work hard to serve the needs of my family. I highly recommend them!
Congratulations to Isaac! He was helpful on our last call with Boulevard, and wish him well going forward. Our daughter Shanda is going through a similar process so we are following her progress at the same time.