Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
We met Stephen Judd via an educational webinar advertised on social media. We are so glad we did! Approaching retirement, we were searching for an advisor that had experience, education, excellent communication skills that would ultimately provide confidence in our personal financial planning needs. We have spoken with several advisors in the past and have been disappointed with their offering. Many times, we knew more than the advisor providing advice!
After meeting with Stephen and his team we feel we have won the lottery! Stephen is extremely knowledgeable, takes the time to clearly explain and quantify how to structure our plan and our investments. The detailed plan we work from is the difference maker. We are extremely confident in our financial future!
We highly recommend you interview and consider Stephen Judd and his team. You won’t be disappointed.
Running a family owned business for many decades has made us very aware of the importance of service, commitment and delivering as promised. My wife, son, daughters and I work hard every day with our staff to meet and exceed our clients expectations. Our experience with Judd Bisson & Associates over the last several years has showcased that their core values align with ours. We firmly believe an introduction, or customers who repeatedly utilize our service, is the highest compliment we can receive in business. Stephen, Rob and his team have earned our allegiance and we confidently refer their services to family and friends alike. We are confident that our investments, and our financial lives, are safely managed with our best interests always at the front of their planning.
Working with Judd Bisson & Associates gives me the trust and confidence that I am taken care of while I can focus on my career. They are very informative, and are always educating me on what is going on with my financial situation with clarity so I can understand where I am at with what my goals are. With me being on the road a lot in my line of work, they are always using the newest technology to make sure our communication is ongoing and whenever I need it. I look forward to working with them for my current career and my adjustments in the oncoming stages of life.