Financial planning is personal, and every client’s journey looks a little different. From preparing for retirement to navigating important decisions and creating more freedom to enjoy the life they’ve worked hard to build, we’re grateful to walk alongside our clients through it all—helping create more space for the people, experiences, and Joy Moments that matter most. Here are a few of their experiences working with Bridgewater Advisory Group.
I have worked with Terry and Ethan for several years. They helped me plan my retirement and organized all of my investments and insurance when I retired. At that time, we sold our house and bought another home in another state. They advised us on what we could afford without hurting our retirement income, which was more than we guessed. That resulted in us getting the house we really wanted. We meet with them two or three times a year to review our situation and talk about upcoming joy moments we have planned. Using their advice, we are able to travel, visit family and truly enjoy retirement. Because of what they have done for us, we are able to sleep at night, not worrying about whether our savings will last for the rest of our lives. We know our investments are chosen wisely. They truly can help provide peace of mind, which is invaluable. I would recommend to anyone to sit down with them, review your situation, and listen to their ideas. I think you will be impressed!
– Robert Palmer
In the past 23 years we have had 4 different financial advisors, and while all of them fulfilled their role to help us invest and save I have found that Bridgewater Advisory Group has a unique approach to assisting with finances. We switched to them because of their method of integrating finance management along with tax management to create a holistic plan that encompasses all aspects of your finances. Imagine making informed decisions about your travel, and any other large purchases with guidance that includes tax advice along with investment strategies all in one place. We are so pleased with their guidance especially as they help provide us with peace of mind to spend and enjoy our money without worrying about an excess tax burden or overspending. Highly recommend the Bridgewater family!!
– Becky F.
My financial planning journey with Terry and Ethan began with my first retirement 15 years ago, and it is undoubtedly the smartest financial decision I have ever made. What impressed me the most and was a key factor in my decision to engage their services is they didn’t try to fit me into a ‘cookie-cutter’ investment strategy. Instead, they took time to ask thought provoking questions that helped outline my unique retirement needs, wants and desires, and then partnered with me to develop a customized plan to achieve those objectives – from both an investment and tax management perspective. The passion and expertise these gentlemen bring to the table is exemplary and I highly recommend you consider the Bridgewater Advisory Group for all of your financial planning needs.
– Wayne Schmitz
My husband and I couldn’t be happier with the assistance we have received from the Bridgewater Group. Their attention to detail is second to none! They have made several suggestions which definitely helped us and made our future much brighter. They are also very involved in the community they serve, which shows their commitment to making the world around them a better place. Our only regret is not working with them sooner!
– Mary Thompson
All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Bridgewater Advisory Group gained each client’s permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.
