CLient testimonials
Existing Account Review/Modification- with Glenn
-Mary S. December 5th, 2023
Retirement Planning, Federal Employee Retirement Planning, Social Security Advice: “Very informative and listen to my interest.”
-Frank C. November 17th, 2023
Retirement Planning: “Everyone has been very knowledgeable and truly gives us the sense that you are looking out for our best interest, and listening to what we are looking for. The solutions presented really address our priorities”
-Debbie F. November 17th, 2023
Retirement Planning: “All My questions got answered. They explained everything as many times I needed to understand.”
-Connie R. November 15th, 2023
Estate Planning/Living Trust Review: “Staff was very helpful, put our living trust in order again. Very Thankful.”
-Maria S. November 3rd, 2023
Retirement Planning: “Great service, explanations of products. Honesty.”
-Cynthia T. November 2nd, 2023
Retirement Planning: “5 stars- he was clear and succinct in his objective and defintely got my attention. I am interested in what he has to say.”
-Willa S. November 2nd, 2023
“You made good recommendation I would not have considered on my own, taking into account expectations for the financial market, inflation, and interest rates over the next year.”
-Karen S. October 11th, 2023
“Retirement Planning.”
-Eddie L. Septemeber 29th, 2023
“All questions answered.”
-Dena P. September 27th, 2023
“Very willing to answer our questions and help us understand the program.”
-Kathy T. September 26th, 2023
“Polite and professional. Used my name.”
-Jeff H. September 25th, 2023
“First Time Appointment With WealthBridge Federal Employee Retirement Planning. Friendly, kind, and helpful.”
-Jeff H. September 7th, 2023
“Federal Employee Retirement Planning Social Security Advice.”
-Denise R. August 30th, 2023
“Estate Planning / Living Trust Review. I found the staff to be very friendly and responsive to my concerns.”
-Alexander L. August 24th, 2023
“Existing Account Review / Modification. We had an appointment with the notary.”
-James S. August 21st, 2023
“Right away, I felt comfortable with my advisor Glenn Labar. He asked me questions that made it easier for him to assist me. We have a plan for me to scan some requested documents back to him in prep for our next meeting. I am super happy the wheels are in motion. This is much better than trying to hunt down your HR Benefits Representative to get answers.”
-Anonymous July 31st, 2023
“Federal Employee Retirement Planning.”
-Carolyn L. July 28th, 2023
“Knowledge is power! He freely shared his knowledge with me.”
-Anonymous June 22nd, 2023
“Very informative. Lots to think about. Made it easy to understand.”
-Mary C. June 20th, 2023
“Glenn provided great advice. Some of it was new to me and will be quite useful.”
-Dominique S. May 31st, 2023
“Makes all my options clearly understood!!!”
-Brenda R. May 27th, 2023
“Personable, helpful, clear, and direct.”
-Kelly M. May 26th, 2023
“The information that was provided was helpful, and when the representative explained the information, he was very clear and full of knowledge.”
-Sharon R. May 18th, 2023
“Glenn is exactly what I needed to help me navigate retirement from the Federal Gov’t. I didn’t ask about Estate Planning, I will next time.”
-Joy H. May 8th, 2023
“Continued humanist and professional acumen. Appointment reminders via mail and text are super helpful. Hallelujah and Hallelujah.”
-Kevin S. May 3rd, 2023
“Staff is very helpful and considerate.”
-Barbara S. April 5th, 2023
“Glenn LaBar was very knowledgeable!”
-Karen R. April 3rd, 2023
“Existing Account Review / Modification.”
-Serenah R. March 23rd, 2023
“Professional, direct, and answered all questions without hedging.”
-Roy H. March 14th, 2023
“It was very informative and an eye opener of how retirement works and a lot of my thoughts about retirement were answered. And I am very happy I called and made an appointment.”
-Conway J. March 13th, 2023
“Excellent advice and service.”
-Cassandra B. March 12th, 2023
“Great information was provided to me on transferring monies from my federal TSP funds to FG secure account and SP account. Also got advice regarding the TSP Roth account, pension, and social security.”
-Orpha M. March 9th, 2023
“Everything was very good.”
-Rogelio S. February 17th, 2023
“Good experience with Glenn, he appears to be quite knowledgeable and organized.”
-Frank N. January 6th, 2023
“Very good information that I was Not even aware of.”
-Jeff S. December 28th, 2022
“Took care of all of my issues.”
-J’Adore G. December 9th, 2022
“Very professional and knowledgeable.”
-Manuel P. November 17th, 2022
“I did not bring a lot of information and they helped direct me to resources and gave wonderful advice.
-David R. August 16th, 2022
“The office staff greeted me as soon as I walked in. They are all prompt in taking care of the clients. Thank you for your professionalism.”
-Miyoko B. July 19th, 2022
“She was patient and helpful.”
-Wayne J. July 14th, 2022
“Glenn is always so knowledgeable and really helps answer all of our questions!”
-Donna M. June 30th, 2022
“My first time talking about retirement had a great conversation and am looking forward to working with the group.”
-Lori B. June 8th, 2022
“Friendly reception by the office staff and financial advisor. Advisor provided sufficient time to explain market performance in relation to my current portfolio. When providing a better investment strategy, he explains in detail why a certain option is likely to perform better. And he takes time to answer all my questions to the level of my understanding.”
-Macario D. May 5th, 2022
“The office staff is very pleasant and easy to talk with. They greet you in a friendly manner with a smile. The Estate attorney is very knowledgeable and helpful with your needs explaining things in a way you can understand.”
-Kathleen V. April 20th, 2022
“Glenn was outstanding and took care of my needs.”
-Arthur M. March 31, 2022
“Human, confident, professional, and patient. Thank you.”
-Kevin S. March 18th, 2022
“No waiting took care of me in a few minutes.”
-Richard T. March 15th, 2022
“Very knowledgable and informative about the information presented.”
-Anonymous March 11th, 2022
“Very friendly and knowledgeable.”
-Deirdre CD March 2nd, 2022
“Very concerned about my living trust.”
-Richard T. March 2nd, 2022
“Very professional and explained everything to my satisfaction. Very happy to be working with their team.”
-David B. February 23rd, 2022
“Very kind, knowledgeable, and professional. Patient with me which I so appreciate.”
-Judy P. February 16th, 2022
“Very knowledgeable and helpful.”
-Katherine W. February 14th, 2022
“So nice and very very informative.”
-Susan P. February 10th, 2022
“Professional, very interested in our future, and congenial.”
-Manual P. February 9th, 2022
“Very friendly, courteous, and professional.”
-Stephen R. February 9th, 2022
“I went into the meeting with lots of questions regarding my finances. My every need was met with absolutely no pressure. Glenn was a true gentleman. I will refer him to my friends and family. Very good experience.”
-Collette C. January 28th, 2022
“As always all our questions are answered. Glenn is very professional and very personable. Never rushes us. Elsa is always on top of things and a pleasure to deal with, she also makes great cookies.”
-Greg A. January 28th, 2022
“Thanks for taking the time and the recommendations.”
-Ricky C. January 13th, 2022
“We feel very comfortable and trust Glenn we are at a point in our lives we don’t want to risk our savings and with his advice, our nest egg is secure and can grow with a base guarantee.”
-Sandy B. December 10, 2021
“Glenn is very knowledgeable and professional. I always get answers that make sense and that guide me towards making good decisions.”
-Jeff H. September 10, 2021
“Everyone was patient and informative!”
-Anne G. September 2, 2021
“I am always treated like a person, never like an
account. They are very professional and knowledgeable.”
-Jeffrey H. September 2, 2021
“Wonderful.”
-Elusma P. August 25, 2021
“Very helpful, security first retirement.”
-Elusma P. August 24, 2021
“Professional, patient, and great at communicating-including listening.”
-Judy M. August 13, 2021
“Very friendly and knowledgeable staff.”
-Terry E. August 5, 2021
“Always productive and professional. Glenn takes time to explain all our options and makes sure we understand them. He follows up and keeps us up to date.”
-Greg A. August 3, 2021
“We enjoy Glenn’s enthusiasm and expertise. He explained some changes clearly and gave us food for thought.”
-Margaret S. June 30, 2021
“Everyone is so helpful and friendly. Takes their time to make sure I understand how things work.”
-Anonymous June 4, 2021
“Very pleased with the service.”
-Larry B. April 2, 2021
“No way I could handle this on my own. I am always nervous going into the meeting but soon made to feel at ease.”
-Charlene W. March 26, 2021
“Felt very nervous when I first got there but everyone helped me relax and feel comfortable. Answered all my questions so I could understand.”
-Charlene W. March 23, 2021
“Glenn always takes the time to explain all our options and answer all our questions even if we ask the same ones each visit. He is professional, patient, and personable.”
-Greg A. March 11, 2021
“Everyone was very pleasant and professional. Our discussions were informative and helpful.”
-Ron & Ann D. March 4, 2021
“Very kind and helpful at a hard time.”
-Joanne T. February 19, 2021
“Very nice and kind, everything that was promised came true. Thank you for such kind service, it is truly appreciated.”
-Cynthia T. January 21, 2021
“Gave us good advice.”
-Diane B. January 7, 2021
“Glenn offered lots of information on various topics related to my retirement planning. He was knowledgeable and flexible to answer a broad range of questions. Very helpful and pleasant.”
-Mary B. December 9, 2020
“Now I can move on with confidence and make the right decisions. Thank you very much.”
-Arthur N. December 1, 2020
“The information I received helped me greatly. Looking forward to continuing to resolve some retirement issues.”
-Arthur N. December 1, 2020
“You explain everything good and everybody there is nice and friendly. You make us feel welcome!”
-Honey H. November 25, 2020
“Very friendly and knowledgable.”
-Larry B. November 10, 2020
“Friendly, professional, and personable. We all felt comfortable and informed.”
-Karen D. November 6, 2020
“Efficient, welcoming, and informative.”
-Kathleen B. October 26, 2020
“Very professional and helpful. Received appointment time very quickly and to my advantage. Thank you very much.”
-Susan F. October 14, 2020
“Everyone in the office was very helpful.”
-Charles R.B. October 14, 2020
“Glenn is easy to work with. We appreciate his ability to share information at our level of understanding. He is always flexible with our schedules as well.”
-Steve F. August 26, 2020
“Glenn has always been great with us. He is patient with us and answers all our questions. He also gives us options with explanations on how they will help us.”
-Greg A. August 24, 2020
“Very professional and friendly. All my questions were answered.”
-Lawrence B. August 18, 2020
“My advisor, Glenn, took a personal interest in my situation and made sure all my questions and concerns were addressed.”
-Jeff H. August 13, 2020
“Pleasant & informative.”
-Barbara B. July 31, 2020
“They are all very nice and helpful.”
-Penny H. July 15, 2020
“Meeting information was precise, helpful, and thorough.”
-Leland R. June 24, 2020
“Glenn is great, he knows exactly what is best.”
-Linda R. June 18, 2020
“All good and professional, always a good experience.”
-Flor M. June 11, 2020
“First relaxed atmosphere, friendly, caring staff even cookies!!. Experts for whatever area you need. I was so very impressed. Thank you so much.”
-Laurie B. June 9, 2020
“Everyone is very professional and ready to work, no wasted time.”
-Mikel C. May 6, 2020
“The financial advisor and the support staff are very helpful and knowledgeable.”
–Anonymous April 27, 2020
“We appreciate being contacted by the agent instead of us having to make contact. It was reassuring to know that our money is protected during this virus pandemic because we put the proper provisions in place.”
-Anonymous April 1, 2020
“Everyone is friendly and efficient. And…the cookies are delicious.”
-Helen B. March 31, 2020
“Glenn is always patient and professional with us and has done a great job with our investments. Love the fresh cookies at the office.”
-Anonymous March 30, 2020
“All very professional”
-Anonymous March 11, 2020
“Attention to detail, knowledge, personal service, and feel like one of the family
(My husband appreciates the coffee and departure cookies).”
-Anonymous March 9, 2020