What people are saying about Brad

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I highly recommend Brad Dickson as a financial advisor/planner.

I’ve been dealing with Brad for many years. His professionalism and attention to detail is what sets Brad aside from the rest. 

One of the complaints that I had about previous financial advisors is that they weren’t proactive and I only heard from them during our yearly review. 

That’s not the case with Brad. Brad is in contact with us on a regular basis, whether it’s to discuss new products, market conditions, holding us accountable for action items from meetings and conversations or just simply checking in to see how things are going. 

Brad is a true professional that will dedicate his time to ensure your financial goals are met. Vito & Sonia G

Brad Dickson is a trusted advisor who will invest his time and resources to ensure your family is well protected, financially. Brad will look at the whole picture and recommend the best course of action. He is reliable, hardworking, and has your best interests in mind. 

I wouldn't hesitate to recommend Brad to friends and family members who value honesty and integrity in a financial advisor. Mike F 

My husband and I have been dealing with Brad for the past 2 years and he has gone out of his way to make us feel very comfortable in handling our finances. (We are both control freaks). He knows his business and takes the time to know his clients as well. No matter the amount, he finds the right fit for you. Helen S

I've had the pleasure of working with Brad over the past few years and he has been an extremely responsible advisor when handling my affairs. His dedication and service to his clients is outstanding. 

I highly recommend working with him.

Thank you for all you're hard work Brad. Dave A 

I recently switched my financial portfolio to Brad. 3 years later I couldn't be happier. Brad is the most detailed professional I have ever worked with. Every detail is managed like it was his own investment. 

Our investments are thriving and Brad has introduced me to financial products I never knew existed. 

If you want someone who really cares about you and your finances, I would recommend Brad without a moment's hesitation Brian M  

Not only is Brad Dickson an excellent financial advisor, he is also a kind, considerate human being who always puts his clients interests first. 

He has opened up to us investment opportunities which now will finally get us on track for a comfortable secure retirement, a situation which has always eluded us in the past.

We would heartily recommend Brad for his professionalism, his honesty, and most of all his untiring efforts to achieve the best possible results for his clients. David & Kathryn B 

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