"The Green Ridge Wealth Planning group has been an excellent financial partner for more than 8 years now. They are attentive, clear in their communication, easily available as needed, and I truly do mean they feel like partners, not simply advisors. I have confidence and peace of mind knowing they are on top of it and have my family’s best interest in mind and heart."
– D. Luke L
“Bobby, Jordan and team are like having a huge financial services juggernaut delivered in a small and mighty team. That means you get sophisticated investment advice combined with personal attention. Strong investment returns mixed with personalized financial planning to
help you meet your long-term goals. And they provide proactive, consistent communication to keep you engaged in your financial well-being.”
– Ted G.
“Amazing group of people to work with. Class, excellence and professionalism. There is a family feel to everything they do. Highly recommended!”
– Kevin C.
“My husband and I have been working with Bobby for close to 5 years now. I can honestly say that we would not be where we are today if we did not have Green Ridge Wealth Planning on our side.”
– Nicole W.
“Bobby, Jordan and Stacia are exceptional and extremely professional. Questions are answered quickly and emails are returned same day. Short term and long term planning is provided and a clear path will be presented to you in easy to understand language.”
– Jim S.
“Bobby, Jordan & Stacia are a dream team to work with. Most beneficially, they have helped grow our portfolio performance significantly in the past year and plan for an early retirement.”
– Amy L.
“It’s not just because Bobby and his team are extremely knowledgeable and experienced. It’s because they are also incredibly kind, trustworthy, and patient that makes us so glad they are our financial advisors for over five years now. I highly recommend them!”
“The team at Green Ridge has done a great job working with me to help identify and target my goals. The communication is fantastic, I am clear on their thought process, I love that they have an opinion and really follow the markets. I not only trust them as advisors, but I refer them!”
– Steve D.
“I have had the privilege of working, collaborating, and socializing with Bobby over the last seven years. In addition to having in-depth knowledge, Bobby is an individual who does not rest until a solution is found. With this determination, knowledge, and fortitude, Bobby has excelled in his field. These characteristics and his firm’s responsiveness and attention to detail are just a few of the reasons I continue to recommend Bobby to our firm’s clients.“
– Brian G.
“I have been a client for over 10 years. This is the team I have chosen to manage my finances as well as family, friends and clients. I have no patience for “set it and forget it” investing. I want a personalized experience that allows me to take advantage of all opportunities in an ever changing marketplace. I want to take on risk when it makes sense to take on risk, and I want to be conservative when it makes sense to be conservative. Most importantly, I want to understand market conditions and the activity in my portfolio without having to sacrifice time at work and with family. Markets are volatile but when you are well informed, panic never sets in. I’m never in the dark, my Green Ridge family are always just a phone call or email away. If you are looking for a fresh and introspective wealth planning strategy, simply read a Green Ridge Wealth Plan Blog, or sign on for a Live Facebook presentation. A 15 minute conversation with Bobby & Jordan will get you excited again about planning for your future! Thank you Bobby, Stacia, and Jordan for your friendship, patience, and honorable commitment to your clients.”
– Don A.
“Bobby has managed our accounts for more than five years now and the investments we count on for our future wellbeing cannot be in better hands. He is an astute listener and a responsive partner who makes it his business to address our questions, thoughts and concerns as both immediate and long-term needs fluctuate. On a dime responsive, even-keeled, calming and proactive as markets rock and roll, he and his team always go the extra mile to build, tend and regularly review our portfolios. In our experience, it is unusual to find a financial planner who is as nuanced a communicator and who sharply reflects client-centered understanding as he advises and guides. He can take pride in the fact that he is a talented educator on financial matters, building the confidence of his customers through the provision of information and his willingness to talk through many options. Personable, patient, hard-working, earnest, easily accessible, he has built a trusted relationship with us that we value highly and plan to continue for many years. “
– Rebecca S. & Deborah L.
“Bobby has worked with my family and business for almost a decade. Here are 3 strong ways in how he is different from his competition:
First and foremost, he loses sleep thinking about how to better his clients. He is empathetic, but a strong coach that knows where empathy cannot lead to excuses or inaction. An advisor of pro and con education that is meant to empower his clients to understand their finances and their options when making decisions. Second, he knows investments and economics, and isn't a salesman like other advisors. Read his and Jordan’s blogs and market updates. These things are not created by corporate and sent down as mandates. They are smart and know their
stuff. Third, they are accountable, proactive, strategically reactive...meaning they are ENGAGED under all circumstances. If you are looking for a robot that hands you off-the-shelf solutions and is set it and forget it, then GRWP is the wrong fit!”
– Luke & Dawn I.
“I’ve been working with Bobby and his team for 10 years. I thought I was doing “well” with my finances until I had my very first conversation with him. It didn’t take long for me to see how intelligent, forthcoming, and genuine he is. Not only is he making me money, but he and his team’s focus on customer service is also outstanding. They’re available, patient, and knowledgeable. A great time that I trust completely.“
– Komal C.
“My husband and I have been working with Bobby for close to 5 years now. We are small business owners...a 3rd generation family business.
We knew we needed someone to help with our personal financial goals, but also to help us navigate the ever-changing tax rules and insurance regulations that go along with owning your own business. Bobby has been able to guide us in the right direction aligned with our business’s growth, as well as help us create a network of professionals who know what they are doing and care about the growth of our business. Estate planning, mortgage refinancing, accounting, and legal counsel are just a few of the services we’ve benefited from since working with Green Ridge. Jordan, Stacia and Bobby are dedicated to our family’s financial well-being and our business’s continued success.
They are smart, honest, hard-working people. They answer the phone when you call! They are always available to help with any little, silly question I may have and the turnaround time is quick. I can honestly say that we would not be where we are today if we did not have Green
Ridge Wealth Planning on our side.“
– Jeff & Nicole W.
“Bobby and his team have been such an asset to my family and to my business, from providing invaluable investment management and asset growth to strategic planning for our retirement, kids' college and business expansion. We love the personalized service and attention to detail in the form of looking at our whole picture, goals and personalities and making recommendations and answering questions that we never even thought to ask.”
– Constantina S.
“My family and I have been with GRWP for nearly 10 years and it remains one of the best decisions I've ever made. The team does a great job designing, communicating and executing a comprehensive strategy with a long-term view. As our needs have changed over the years GWRP has adapted to our changing goals and kept us focused on outcomes-based planning. They are extremely communicative regardless of market conditions and I highly recommend them.”
– Eric S.
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These statements are unpaid testimonials by current and former clients of Green Ridge. Green Ridge selected the client to provide their testimonial. The testimonials provided are not representative of all experiences. Additional information about client services of Green Ridge Wealth Planning can be found at www.grwealthplan.com. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.