About Bybee Wealth Management
Reviews for Bybee Wealth Management
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Bybee Wealth Management is a fee-only financial planning firm led by a Certified Financial Planner (CFP®) professional. They take a holistic approach to clients' financial plans and investment portfolios, providing a complete financial picture. As a fee-only firm, they are paid directly by clients and do not accept commissions or kickbacks, ensuring they act as the strongest of fiduciaries. Clients praise the firm's exceptional service and expertise. The financial advisor has a solid understanding of the industry and takes great care to ensure clients understand their finances. They provide excellent education and are always willing to answer questions, helping clients feel at ease about their financial outlook. The advisor is described as kind, patient, understanding, and exceptionally knowledgeable. Clients appreciate the advisor's big-picture thinking and ability to guide them through important financial decisions. They feel the firm genuinely cares about helping them reach their financial goals. Overall, Bybee Wealth Management is highly recommended for anyone seeking a trusted, experienced, and client-focused financial planning partner.
Garrett has a solid understanding of the financial industry. He takes great care to make sure we understand what he is saying, he provides good education on what our portfolio consists of, and he is always willing to answer any/all questions. He has a talent to set a person at ease concerning their finances and their financial outlook. I highly recommend going to him if you have any concerns about your finances, or even just to make sure you are on the right path. He is kind, patient, understanding and exceptionally knowledgeable.
Garrett has been great to work with! He definitely knows his stuff, and it is nice to know that he is always thinking big picture. We are able to run all sorts of decisions by him, and he is a great listener. He looks at how these decisions might affect our overall financial picture and gives some guidance to aid us in our decision. I would absolutely recommend him to anybody!
Bybee Wealth Management has been such a GREAT experience. Garrett is an incredible financial advisor who really takes his time and effort to care for my family's future plans and goals. We meet with Garrett and he thoroughly goes through our financial plans with us and shares what he has been doing, which we appreciate knowing what is being done on the backend. We are extremely grateful that Bybee Wealth Management cares for their clients and wants them to reach their financial goals. I would highly recommend anyone who is looking for a great financial planner to connect with Bybee Wealth Management, especially Garrett. You will not be disappointed. Thank you Bybee Wealth...read full review