Terran and his team have been managing our financial portfolio for several years now, and we are extremely pleased with their efforts. Highly professional, easily accessible, very personable, quick to respond…. describes everyone on the team. We encourage all our friends and family to utilize their services.
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The BDFP team has indeed grown, and Crystal is a wonderful, efficient, and positive new member. We are very pleased with the services we receive. Michelyne never fails to act promptly and is most patient with all our questions. The investment guidance we receive from Terran has seen our rather modest investments grow despite these unsettled times. I am especially grateful to Terran for his encouragement to spend a bit more now…before it’s too late!
After a major loss, along with a number of other people in the Valley, with a previous financial advisor, it was initially with caution that we approached Ben to help us. He supported us with care, patience, and sound financial planning as we tried to come to grips with our situation. When he left, we were happy for him but felt uneasy and somewhat worried for ourselves. But we need not have worried! Terran has grown into the position so well and the transition has been virtually seamless. With confidence, we would happily recommend the BDFP team to anyone looking for sound financial guidance where their concerns and wishes are truly listened to and acted on.
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It has been a pleasure dealing with Terran over the past two years. He’s good at listening to what our needs are and finding solutions to make them happen. The support staff of Crystal and Michelyne round out a professional service team that is hard to beat.
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We are very impressed with the services BDFP has offered us over the years we have been with them. Terran, Crystal, and Michelyne are friendly and professional, always willing to take the time to answer our questions. The ability to meet, review, and discuss our planning needs in person is something we greatly appreciate. Their ability to incorporate tax planning with financial planning is a strength difficult to find elsewhere.
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We have had the pleasure of working with Terran, Crystal and Michelyne for the last 2 years. We are not financially capable, so we have asked many questions regarding finances, and they have always been happy to take the time to explain things. Not sure what we would do without Michelyne with all our computer needs. Crystal is delightful and also full of information. We enjoy dropping in and seeing all of them. They make you feel so welcome, along with earning you money.
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I feel so lucky & fortunate to have found a financial adviser like Terran…. he’s kind, easy going, very knowledgeable, knows his in’s & out’s… excellent in explaining, guiding me through my golden years…
Assistants are very helpful, fun to talk to, very enjoyable. I feel at ease & relaxed….thank you very much for all you do!
Michelyne and Terran are a very honest and approachable team. They are very welcoming and I appreciate their ability to make investment management less intimidating.
We feel that our best interests have been very well taken care of in all market conditions the way our portfolio is managed allows for individual flexibility versus packaged portfolio plans
We are a bit shy on camera but would be willing to share our satisfaction and loyalty to your company in print. Our family has been helped and counselled for many years now by your efforts. Our immediate family plus the many grandchildren we now enjoy are financially secure in the here and now. The resulting peace of mind is (priceless) and we are very grateful and willing to recommend your company to all.
I found Terran to be always highly professional, offering in-depth discussions and systematic overviews leading to balanced and well thought out advice. I have never felt pushed into anything, which is very important. I have always felt that Terran kept my best interests at heart whenever I had any decisions to make. I am very satisfied and highly recommend.