Testimonials
"Knowledgeable, caring, highly ethical, reliable...an accurate way to describe Brad who has been our Financial Advisor for more than twenty years. There has been always the security that he is there to guide and assist with our needs through different stages of our lives. Thank you, Brad." - Enma Baron
"We are pleased to provide a strong endorsement of Brad Smith and his team. We began working with Brad five years ago after being dissatisfied with two other financial advisors from major Wall St. firms. We have been impressed with the high level of service, including very detailed financial and retirement planning tools, and regular meetings with Brad and the investment team to fine tune our strategy and monitor performance. The focus on tax efficiency is especially relevant as I have just retired after a 40 year career. Brad’s long-term experience as a financial advisor provides useful context and a calming influence during challenging market conditions, which are invariably a part of life. Brad is supported by Northwestern Mutual which is a world class organization with the highest ethical standards and financial ratings." -John Minks
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.
