We moved all of our accounts when our former planner of many years retired. I spoke with several other CFP’s before selecting Bestgate. Our portfolio is our single largest asset by far and we wanted to make sure we had proper diversification for long term protection and a mix of investments that will provide growth for many years. We have a solid financial roadmap that allows us to do the things we want to do and we can make adjustments as changes occur in the markets to ensure we stay on track. The level of personal attention to not only our finances but the annual tax planning make Bestgate a cut above any financial service provider we have used in over 20 years. I would recommend them to anyone who is a serious long term investor who also appreciates the value of proper tax planning. Both are necessary.
Bestgate's guidance and assistance has been invaluable to me and my family. They are attentive without being pushy and always happy to help in anyway they can. Their wealth of knowledge continues to out pace our expectations which gives us confidence that we are with the right team. They are a pleasure to work with!
I had a preliminary phone conference with Tim Stolz regarding their services. While, ultimately, they were not able to accept me as a client at this time, Tim took all the time I needed to flush out my accounting situation and provide his insights and knowledge with no compensation or likelihood of recompense! I was astonished and pleasantly surprised at his good nature and willingness to help us understand our tax situation and various implications and scenarios. If Bestgate has services you need, I highly support them in terms of dedication to their current clients (I was a referral from a current client), as well as knowledge and willingness to to discuss your situation.
Tim Stolz has provided me with great financial planning advice as a newly self employed contractor. His knowledge of tax and retirement planning has been invaluable as I change careers, and has helped me start this new venture with a strong financial plan.
Greg Will at Bestgate Wealth has saved me $1,000’s of dollars in only a brief time working with him. He’s got me on path to an early retirement and I feel comfortable and at ease with him in my financial corner. Brilliant service with unbelievable expertise.
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