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What Clients Say About The Briggs Financial Team

Adam Eidelsafy
Adam Eidelsafy
2022-09-23
Briggs does a great job balancing the hard numbers and the people he serves. He has been consistently available to me to help navigate investment advice and financial planning. He also takes the time to understand the goals and desires of the person behind the balance sheet. It is this focus that allows Briggs to come up with a plan the balances saving with living a fulfilling life. I am confident Briggs will help you succeed financially whatever your goals may be.
Stephen lashley
Stephen lashley
2022-07-22
The best part about Briggs Financial is the encouraging, hands-on, excellent service we have received. Being an entirely self-employed household, it was stressful to worry about managing money and investments. Briggs has done a fantastic job at helping us worry less about money and actually become more excited about our financial picture. Highly recommend!
Sean McConville
Sean McConville
2022-04-21
Steven and his team were extraordinarily professional and polite in working with my wife and I as we navigated several extenuating tax circumstances, to include: different state residencies (military), multiple out of state rental properties, and marriage all while I navigated full-time grad school and made ready for the birth of my firstborn. (Three weeks prior to filing). I couldn’t be happier with the work that they did, and I couldn’t possibly hope for an easier process through all of that!
Meg Morris
Meg Morris
2021-12-31
Our family has been extremely pleased with the services provided by Briggs Financial. We appreciate the individualized advice and plan for our family’s finances and we know that our questions will always be answered as they arise. Steven and his team are exceptionally knowledgeable and work hard to be the best in the business.
Maria Zuyeva
Maria Zuyeva
2021-12-28
Steven is a great professional and knows what he's doing. He has helped me understand and manage my finances, and I feel confident trusting him with my assets. Having peace of mind is very important for me, and I had no clue what I was doing before which made me constantly worry about the future. Now my financial behavior actually makes sense, and I am thanking Briggs Financial for this. As an added bonus, they helped me figure out weird international taxation rules, which are even trickier than the domestic ones.
Gene Walters
Gene Walters
2021-12-27
Briggs has his finger on the pulse of what's going on in the markets right now. Great insight into the future and very caring about what your needs are. Highly recommended!
Linda Contreras
Linda Contreras
2021-12-27
I've been working with Briggs Financial for two years now and I am so grateful to work with them! Great team and leadership. Highly recommend.
Andrew Stengren
Andrew Stengren
2021-12-27
Briggs financial has met and exceeded all my expectations. Not only has the firm guided my investments to great returns, but they are responsive, professional, and enjoyable to interact with any time I call with a need. I highly recommend Briggs Financial!
Crystal-Fair M
Crystal-Fair M
2021-12-16
I cannot say enough good things about Briggs Financial! After my divorce, my financial situation changed drastically, and left me very far from where I'd hoped to be in my 40's. I've been working with them for a year and half and one of my favorite things about them is their focus on financial education, and how they have helped me learn so much about making the best choices for my future. They are patient, detailed, supportive, funny, and have been wonderfully encouraging when things don't go as planned! I've learned so much from them, and with their guidance I have made innumerable positive steps in my financial future. Steven and Shawn are wonderful individuals, and I thank my lucky stars to be working with them!

These testimonials are from actual clients who were not compensated for their reviews.

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