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Finance Advising reviews in Newcastle

  • A
    Bertrand Financial Solutions
    Having just retired from the Oklahoma City Fire Department, I had many concerns and uncertainties with this new era of my life faced with many choices to make. Having spent 22+ years helping others in my career as a Firefighter, this was an unfamiliar position for me to be in.... I needed help this time.

         Brad Bertrand was placed in our lives, I feel by divine appointment. He has such strength of character, yet very gentle and genuinely caring and concerned for our future. By way of example; his poise, Integrity, and ability to listen to all of our questions and answer all with his vast depth of knowledge (some 25 years experience) transferred to us a trust, peace of mind, and confidence that surpassed our expectations, he was truly " Over the Top".   

         From the initial contact with Bertrand Financial, the entire experience has been very pleasant and professional.  His entire firm emanates that message; from the time we contacted his assistant Rhonda, (she was so friendly and great about following up with anything that needed to be addressed) through the entire process, the meetings and consultations, and it hasn't stopped yet .  Brad is passionate about what he has been called to do, and he demonstrates his attention to detail in all that he sets his hand to do.  He has always made me feel like I was his most important client, however, I know he has many, and I'm sure makes each and every one of them feel just as special as I have.

         Being a business owner myself, its refreshing to see a " Business Built by Design" even to  the smallest detail, it takes a tremendous amount of effort and diligence to accomplish what I've seen in his firm, I can so appreciate. I would without reservation, recommend Brad and his firm to anyone and everyone. These are some uncertain times we live in and words cannot describe the comfort I have been afforded by this company.  Thank You So Much!
    - Stella C.
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Financial Advisors in Newcastle

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