Relaxed, confident financial decision making? Yes, it is possible.
Although we have small town values, where a handshake is your word and you do what you say you are going to do, we are a full services, independent advisory firm. Brad started WBR Investment Services, LLC in February 2006 as a low-pressure, highly client focused company that creates individualized wealth management plans for our clients. Our mission is the same today as it was back then:
To improve the quality of life for our clients and their families, as well as the communities we serve.
We don't believe in pushing products or plans; we listen to our clients, identify their goals, provide financial advice and work hard to help them achieve their financial goals. We provide our clients with a casual atmosphere, where they can be relaxed and confident about their relationship with us and their financial decisions.
We do not believe in high-pressure tactics that are commonly used in big brokerage firms. We invite our clients to become part of our financial family. We are someone they can trust and think like they do. Our clients know that every single day, our primary objective remains the same; listen, advise, and work as hard as we can to help them achieve their financial goals. Whether they are planning for retirement, their children's education or financial independence, we measure our success based upon the success of their investments.
Our grandparents and parents took us to church when we were children and those beliefs instilled at a young age have continued into adulthood. We're told to know that tomorrow may not come, but we should still prepare for it. We believe in helping our clients be good stewards of their money.
Organizations we have been proud to sponsor