Your trusted team is always willing to listen to us and discuss our concerns and questions. We know that what is shared at the office is confidential and we feel that we – and our money – are in good hands. The updates and messages that we receive are easy to understand and in our…
read more

BDFP has given me a good picture of my potential future retirement date and what I need to do to accomplish it. They give a complete financial picture from today to post retirement and estate planning. It’s a relief to have someone else looking at the big picture with me and take an honest look.
read more

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.
read more

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.
read more

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…
read more

Amazing people to work with setting goals and putting into action top notch 😊

Excellent service, fee based fees that are not hidden. Always feel that advice given is for the clients benefit…… not the financial gain of the advisor.
read more

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
read more

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…
read more

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…
read more

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…

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…
read more

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.
read more

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…
read more