Honestly, I do not like dealing with investments, it is completely uninteresting to me which makes it way more important to have BJ helping me out. I was ripped off pretty badly by a financial planner in the far distant past so I was not planning on using one again until I realized how bad I was at managing everything. I have been a client for several years and completely trust BJ with all my investments. Gotta say I am not a math person and he has been extremely patient in walking me through some important issues and developing a plan I am comfortable with. I would HIGHLY recommend!!!
October 2014
At first I was reluctant to talk to a financial advisor, figuring that their advice wouldn't be worth diminishing the return on my investments. Dealing with BJ at Northwind Financial has made me realize how wrong I was. Not only are his rates very reasonable, BJ is incredibly patient and generous in sharing his substantial knowledge about financial products, in a way that has been quite educational and profitable. I am 100% convinced that I am getting a better return with his help. I recommend BJ without reservation. I wish I had hired him sooner.
Honestly, I do not like dealing with investments, it is completely uninteresting to me which makes it way more important to have BJ helping me out. I was ripped off pretty badly by a financial planner in the far distant past so I was not planning on using one again until I realized how bad I was at managing everything. I have been a client for several years and completely trust BJ with all my investments. Gotta say I am not a math person and he has been extremely patient in walking me through some important issues and developing a plan I am comfortable with. I would HIGHLY recommend!!!
At first I was reluctant to talk to a financial advisor, figuring that their advice wouldn't be worth diminishing the return on my investments. Dealing with BJ at Northwind Financial has made me realize how wrong I was. Not only are his rates very reasonable, BJ is incredibly patient and generous in sharing his substantial knowledge about financial products, in a way that has been quite educational and profitable. I am 100% convinced that I am getting a better return with his help. I recommend BJ without reservation. I wish I had hired him sooner.