The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.
"My husband and I have been working with the Batch Flick Wealth Management Group since 2010. We are more than satisfied in all the typical areas you would expect from a financial advisor. Perhaps what we appreciate most from this team is their commitment to service, contact and communication. The team is excellent - there is always someone available to handle simple requests to more complex questions. What is most impressive is the fact they reach out regularly with proactice contact (emails, phone calls, in person reviews, seminars etc.) and keep us informed. Based on our experience we would recommend the Batch Flick team to anyone looking for a long term financial partnership."
- Barb and Bernie S. July 2019
"Being someone with little interest in following the markets, I sought an investment advisor I could soundly trust to take care of my portfolio. The Batch Flick Wealth Management Group has taken the time to listen and understand my wishes and thresholds and has handled everything beyond my expectations. Year after year, my confidence in their expertise is reinforced, I never worry and always appreciate the quick response to any queries I might have."
- Nicola L. April 2019
“Our family has trusted the Batch Flick Wealth Management Group with our finances since 2001. They have witnessed the growth in our business and have been a part of the planning along the way. As a small business owner we are vulnerable to tax and legislative changes. In particular, we’ve always been concerned about how to 1) grow, and 2) access the funds we are accumulating within our corporate structure without attracting unnecessary tax. Today the team has us well prepared to accumulate wealth, spend our wealth, and eventually transfer our wealth to the next generation. We have been thrilled with the results so far and have recommended the team to many of our friends and family members.”
- Tim and Natalie T. March 2019
“My family have been clients since 2011. We first approached the team thinking they would simply manage our investments. Shortly after we realized the value of this relationship extended well beyond investment management. We created a complete Wealth Plan and update that plan regularly. The plan considers all aspects of our wealth including retirement funding, cash flow planning, education for our kids, tax and estate planning, insurance and risk management, and much more. We have been satisfied clients for years… and by the way… the investment portfolio and rate of return has been right on track with the Plan satisfying our initial goal as well”.
- Greg and Robin S. January 2019