About BMG Advisors "Plan Your Story"
Reviews for BMG Advisors "Plan Your Story"
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
BMG Advisors "Plan Your Story" is a company that offers financial planning services. The team at BMG is described as "amazing", "fantastic", and "caring", with advisors who take the time to get to know clients and help them define and reach their goals. The office is said to have a welcoming atmosphere, where clients feel comfortable and at ease. Advisors are praised for their kindness, expertise, and ability to make complex financial concepts understandable. The company is associated with LPL Financial, a registered investment advisor. Overall, BMG Advisors is a reputable and trustworthy financial planning firm that prioritizes its clients' needs and well-being.
We are huge fans of BMG Advisors and their services. We appreciate their extremely knowledgeable Associates, flawless execution, and personal attention. What really sets BMG apart is the culture that makes every interaction a positive experience.
I can't imagine a better Financial Planner/Investor to partner with; you will feel secure when you invest with BMG!
We were brought to BMG when my parents both passed in 2017 and 2018, and soon thereafter dovetailed our own investments in with theirs. Previously, investments felt random and risky, like tossing darts, and we seemed just as likely to miss as hit our targets. At BMG, the mystery vanished and solid, diversified decision-making became our norm. (I know, right?!) Our confidence has only grown, thanks to the diligent work by Jenn and her Team. So today, our estimated financial success through retirement is looking pretty good, and we're toeing the edge of that Retirement Pool while gathering the guts to dive in --- with many, MANY thanks to Jenn for the help, guidance,...read full review
I very much enjoy working with BMG towards my retirement goals. Their customer service is outstanding and that is a refreshing change from my company's retirement firm and the independent firm I have used previously. I am very pleased with our progress to date!