Testimonials What I like most about my Maple Bridge Advisor is that he first spends the time to teach the financial concepts relevant to my family’s situation.
By the end of our meeting, not only can we see we’re making measurable progress toward better financial health, but we’re also empowered and better educated to make better financial decisions on our own.
Matthew K.
Project Manager
Over the years and places I’ve been, I’ve had many Financial Advisors in my time. But the one Advisor I feel the best connection with is my Maple Bridge Advisor. I’m always looking for ways to stretch a dollar and, unlike many other Financial Advisors, I’ve found his recommendations to be both impartial and best-value oriented.
Putting my interests first consistently has developed a kind of trust that allows me to make big decisions easily and with confidence. It’s for these reasons that I continue to work with him despite now living on the opposite side of the country.
Derek G.
Systems Engineer
What impresses me most about my Maple Bridge Advisor is that he’s very technically proficient and knowledgeable, yet caring and friendly.
He’s always able to explain complex issues in a way that’s easy to get, and this allows us to understand and be comfortable with even the most sophisticated of strategies.
Suzanne D.
HR Coordinator
Throughout the development of my business, I’ve seen first-hand how important it is to outsource the important things that require professional management so I can focus on building a profitable business. With the breadth of knowledge and product access my Maple Bridge Advisor has, structuring my finances effectively for my employees and I just becomes so much easier. I also appreciate that he follows up every year to see whether there’s anything we can improve upon to ensure my business is running lean and mean at all times.
Jared S.
Entrepreneur