About BMG Advisors "Plan Your Story"
Reviews for BMG Advisors "Plan Your Story"
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: ClosedSaturday: 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.
I have nothing but positive things to say about BMG Advisors and, specifically, my personal financial advisor, Chris Robb and his administrative assistant, Becky Beck. I have known Chris for over 15 years and I have the utmost respect and trust in him. Becky is a very professional, yet warm and friendly person, who I feel comfortable speaking with if Chris is not available. I like the fact that Chris can refer me to other professionals within the company for things like completing a financial plan and applying for a Medicare supplement insurance plan. I highly recommend BMG Advisors!
We have worked with BMG Advisors for over 10 years. Been a great experience as we have planned our futures. Excellent reporting, investment advice, and complexe scenario planning. For our family, Jennifer Malone and her team have been great partners.
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!