Briggs Financial Inc.
  
 47 Google reviews 
 
 Write a review 
  
 
 
 
 
 
 
 
 
  
 
 
 
  
 
 
 Emma Miele 
 
2024-01-22
 
 
  
Trusting Steven and Briggs Financial with my financial future is one of the best decisions I have ever made. Hands down.

I've had the pleasure of knowing Steven for quite some time, before he started his practice and he was always open and curious about me and my goals. When I needed help working my way out of credit card debt, I knew exactly who to turn to.

In the years I have been with Steven, I have paid off $30k in credit card debt, saved up the biggest nest egg of my life, contributed to my retirement in a way I never could before, AND started a new business, not to mention made some wonderful gains from Steven's investment choices.

Steven and his team are lifelong learners. They stay up to date with current financial and economic research and they enjoy doing it. Not only that, they are real people who really care. I have never felt so supported to go after my dreams than with Briggs Financial. They are completely on my side.

I have and will continue to recommend Briggs Financial to my loved ones and to anyone looking for a financial partner.
  
 
  
 
 
 
  
 
 
 Matt Britten 
 
2024-01-22
 
 
  
I got out of all debt and started to build a financial future thanks to Briggs Financial.  If you need help/guidance, they are the ones to talk to.
  
 
  
 
 
 
  
 
 
 Reo O'Malley 
 
2024-01-15
 
 
  
Shawn, Steven and the rest of the team have completely changed my life. With their help, I have not only made incredible progress in my own financial journey, but I feel that I have grown in both my knowledge and financial confidence as well. The trust they build and their talent in making things understandable honestly blows my mind. These are good people and I cannot recommend them enough.
  
 
  
 
 
 
  
 
 
 Victoria Dorsano 
 
2023-09-21
 
 
  
Steven and his team have been an extraordinary resource for my husband and I! The whole Briggs Financial team cares about the success of their clients to a degree I've never experienced with other financial services. I'm looking forward to continuing achieve great things with the support of Briggs Financial!
  
 
  
 
 
 
  
 
 
 Christopher Dorsano 
 
2023-09-20
 
 
  
Working with Briggs Financial has made a major impact on our families financial plan. Steven has given us phenomenal insight on our goals and keeping on track.

Our monthly conversations have kept my wife and I accountable to our financial plan and his recommendations during tough conversations are always appreciate. I cannot recommend Steven and his team enough.
  
 
  
 
 
 
  
 
 
 Maximilian Schroeder 
 
2023-08-25
 
 
  
After almost two years in gainful full-time employment at my first job out of college, I had a paltry savings account that had essentially been stagnant, with not a single dime invested in anything. My spending habits were egregious and I never made saving a priority. In late 2016, I realized I needed to make some changes with respect to my finances, but I had no clue where to start.

I setup a Zoom call with Briggs Financial and explained my situation and what I saw with my finances. My advisor, Steven, met me where I was at without any sort of judgment and provided me an honest and remarkably thorough assessment of my current financial situation. Our advisor-client relationship started about 5 years ago with a simple goal to maintain a solid spending budget and curb bad spending habits. As of today (2021),  my spending habits are much more sustainable and conducive to making saving a priority. More importantly, with Steven's diligent investment direction and planning, I am 100% confident that I am prepared financially to handle any sort of obstacle that might come my way and that I will be able to achieve my retirement goals.

It's never too early to start saving for the future, and I can't think of any better places to start than here.
  
 
  
 
 
 
  
 
 
 Brit Thill 
 
2023-07-13
 
 
  
I've been working with Shawn Block for just over a year with financial planning and it has been nothing short of wonderful. I'm so grateful to have him in my corner anytime I need. Together, him and Steven are fantastic at what they do; they're focused on providing guidance /and/ educating. As an artist, I don't naturally gravitate towards understanding the world of money and they have made me feel so much more on-top of my finances than I ever have before. I highly recommend their services!
  
 
  
 
 
 
  
 
 
 Lee Henderson 
 
2023-05-17
 
 
  
Have been with Briggs Financial for years and could not be happier with the service! It is always good and realistic advice for real people, not some canned statement from someone working a caseload of people. Have always felt listened to and supported in my goals no matter what they were.
  
 
  
 
 
 
  
 
 
 Andie C 
 
2023-04-25
 
 
  
Krystal and Steven were extremely helpful making my husband and I’s first time filing as a couple as smooth as possible. I have always had complicated taxes as a freelancer and opted to do them myself over the years but these guys saved me a ton of the stress I usually go through and was well worth the reasonable cost of finally getting someone to handle them for me.

I forgot an important document and Krystal was quick to get our return amended, helping us avoid any penalties.

We absolutely will be using this team again and appreciate them making this process as close to enjoyable as filing taxes can get! 😂
  
 
  
 
 
 
  
 
 
 Nancy McCreary 
 
2023-04-19
 
 
  
My husband and I had Shawn Block prepare our taxes for us this year. This was our first time working with him and we were very impressed. He communicated clearly and in a timely manner, did and excellent job preparing our taxes, and was a delight to work with. I would highly recommend him to anyone looking for a tax preparer. My daughters employ him for financial planning services and have been equally pleased. Shawn is a great person to work with.