Here's what my current clients are saying:
"I appreciate all the communication that Rick provides and he is doing an excellent job in handling my retirement money.” - R.H. May 2023
“Knowledgeable, friendly, reliable, accessible service. Not expensive, at least to us. What more could you ask for?” - V.N. & D.A. May 2023
“Treated me very well. Listened and help me understand my situation. I very much appreciated his help.” - P.M. May 2023
“I have been very happy working with my investment advisor. We have ongoing contact to discuss my portfolio. Rick Brenneman keeps me up to date with the market and the current volatility.” - P.E. May 2023
Our approach is personalized, built around your goals. We believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. Our team of professionals will listen to what’s important to you and try to understand your priorities, bringing it all together and defining your investment solutions.
We’re here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.
As your investment advisor, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is our commitment. You’ll have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory.
Rick J. V. Brenneman, QAFP®