Client Testimonials

“Brad has a very welcoming, friendly, professional and personable in nature, who works with integrity to provide his clients with sound financial advice and guidance. Brad's up-to-date expertise in the financial sector creates a trust that is rare to find. We highly recommend Brad Bennest and look forward to working with him for many years to come. ”

BILL AND LYNN K

“As a retired couple, we wanted to make sure that our investments were secure and generating the income we needed for a comfortable retirement. The Bennest Wealth Management team has been instrumental in helping us achieve this goal. They took the time to understand our financial goals and developed a comprehensive financial and estate plan that meets our needs. The team is always available to answer our questions and provide expert guidance on our investments and financial decisions. We are very satisfied with the services provided by Brad and his team and highly recommend them to anyone looking for professional and reliable financial planning services.”

INGA F AND ALEX H

"l had been with Raymond James for many years when Brad assumed my portfolio. I have been very impressed with the transition to Brad and appreciative of his getting to know me from the beginning. Brad is personable, professional, easy to contact and responsive to any questions I have. He is very knowledgeable about current market conditions and the specifics of my portfolio. Whenever I communicate with him, I have his full attention, and he makes me feel like his only client. I enjoy his weekly articles of the week."

THOMAS P

"Brad has been looking after us for five years now. He's a delight to work with. He's fastidious and earnest. Having a financial plan provided a visual flow chart that really helped us feel relieved! It's a nice feeling that Brad's always there to answer any queries we may have. Raymond James has been the family financier for several decades now."

COLIN AND TRACEY H

"Brad and his team have provided us with excellent investment advice and financial planning. In addition, he informs us of strategies to enhance our investment portfolio. We have found him to be approachable, knowledgeable and responds promptly to questions and concerns we may have."

WENDY AND DOUG J

“Brad is always willing to take the time to answer my calls or emails and patiently explain the reasoning behind changes to my portfolio. His broad yet detailed understanding of the investment vehicles allows me to understand the full array of investment opportunities available.”

NICK E

"Brad continues to provide us with an objective perspective and brings expertise to decisions about how we should invest our money in order to meet our financial goals. We appreciate the detailed financial plan Brad and his team have provided us with which makes us feel prepared to meet our long-term financial future."

DOUG AND SONIA F

"We have been with Raymond James for over 13 years. Brad took over our portfolio in 2019. He is easy to approach, readily available and he answers any questions that we may have in clear and understandable terms. He gives detailed explanations of the investment options available and we appreciate his expert advice on those options."

JUDY P AND JIM K

"We have been dealing with Raymond James for many years. Brad took over our accounts about five years ago. He has diligently kept watch over our portfolio(s) and guided us away from rash decisions with our overall goals in mind."

ROD AND ARLENE S

"I have confidence that Brad and his team have my best interests in mind in a long-term relationship."

JOHN B