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Client Reviews

What our clients have to say about working with us

Client Reviews & Testimonials

Watch videos and read comments from current clients that are working with Braun-Bostich & Associates, highlighting our services, client experience, relationships with various team members, and more.

Braun-Bostich & Associates clients Christine Jordanoff and Alan Hoover share why they love working with BBA, highlighting the guidance and direction they've received with their investments and personal finances, the competence and trustworthiness of our team, and the sense of security they feel. They also discuss how BBA helped them consolidate their finances after remarrying each other and detail the financial benefits they are reaping because of that advice.

Braun-Bostich & Associates clients Bill Messner and Faith Selzer share why they love working with BBA, highlighting the honesty and trustworthiness of our team, our knowledge and expertise when it comes to investment options and opportunities, the retirement planning guidance they've received, our holistic approach, and the personal care they've experienced.

“I would highly recommend Braun-Bostich Associates because they are very knowledgeable about financial planning and explain everything in a way that is easy for anyone to understand. They have helped me develop a plan that has given me a sense of security in my retirement. My advisor has also helped me to better understand things that impact my investments so that I can make informed decisions regarding my portfolio. In addition, staff members have always taken a personal interest in me and treated me with the utmost respect. I feel like a member of the family and always look forward to my meetings.”

– John Appeldorn

“Braun-Bostich & Associates has been and continues to be a significant personal and financial benefit. It’s been an honor and humbling experience working with Cassandra Kirby, receiving competent and professional financial advice, unfolding in significant peace of mind. I also have great gratitude for Braun-Bostich for their conscious, earth-saving investments and the way they skillfully advise clients in living simply and happily.”

– Suzanne Hudson

“Braun-Bostich & Associates provides me with highly rated financial planning services close to home. They’ve helped with financial planning, recommendations for wills and power of attorney, advice for ways to save on taxes, and more. They’ve allowed me to feel safe through down markets thanks to good relationships with good people!”

– Joyce Myers

“I would recommend Braun-Bostich & Associates because they do their best to help you, take the time to explain different options, and truly seem to care about their clients. I believe they have our best interests at heart, and I feel we have a close relationship – I can call them anytime with a question.”

– Marilyn Lindley

“Braun-Bostich & Associates gives outstanding, professional financial advice, providing trust, reliability, and ongoing support. All of the staff is friendly and professional, and all recommendations are tailored to my needs.”

– Karen W.

“My investment portfolio has grown substantially over the years thanks to the trusted advice I’ve received. I believe that Cassie and Amy truly care about me and want to help me both financially and personally.”

– Jill Horn

“Braun-Bostich & Associates has provided us with confidence and stability. Cassie understands us and I appreciate everyone on the team. Amy and her team have done well for us, and I would not have trouble conveying that to anyone.”

– Scott Unger

Additional client comments and video testimonials coming soon!

“Braun-Bostich & Associates has provided financial security and peace of mind for myself and my husband. I trust the knowledge that Amy and her staff have provided to us over the years of working with them and know that I’m in wonderful hands with my finances. In addition, the staff at the office are so warm and welcoming – we feel more like family than business associates.”

– Karen N.

“We have a sense of safety concerning our money and we truly believe that everyone at Braun-Bostich & Associates has our best interests at heart. We feel almost a sense of extended family. They provide full service financial planning and go above and beyond what a client might receive elsewhere. We’ve had the enormous benefit of having our retirement savings invested safely and according to our risk tolerance level. We get sound advice on big financial decisions, and they respond to questions very quickly. I have recommended this firm to several people who are equally happy.”

– Deborah P.

“We feel very secure that Amy Braun-Bostich listens to us and acts on our behalf. Thanks to working together, we have accumulated wealth that we otherwise would not have, plus have a good friendship and a secure financial future. We have suggested Braun-Bostich & Associates to a few people. Knowing the success that we have had makes me feel confident that others would have similar outcomes.”

– Nancy Kost 

“Braun-Bostich & Associates provides me with peace of mind, so I don’t need to worry about my money. Everyone at the firm is always working on my behalf. Cassie keeps me updated on any federal changes that may affect my investments and is amazing to work with.”

– Richard Kline

“Braun-Bostich & Associates has provided me with the comfort of knowing my financial future is secure, and that my money will outlive me! Any issue I may have is responded to as quickly as possible. I have recommended BBA to friends and am always pleased when they thank me. Keep up the good work!”

– Margaret Z.

“Braun-Bostich & Associates always provides dependable advice and honest answers to our questions. We benefit from their expertise, leaving us worry-free. We find them trustworthy and easy to talk to, plus feel like we have friends in them.”

– Bob & Carol Greening

“In the 20 years working with BBA, I have never had any reciprocal business.”

– Bill Lemonovich

“I feel very confident with Braun-Bostich & Associates taking care of my finances. Every team member is always ready to help, I feel that they can be trusted, and I enjoy feeling like part of the BBA family.”

– Jim Rahner

IMPORTANT DISCLAIMER: The comments on this page were given voluntarily by current clients of Braun-Bostich & Associates. The written reviews are as of August 2023, and the video testimonials are as of February 2024. All current clients were given the opportunity to leave a review, and both positive and negative comments that were received are displayed. No compensation was given in exchange for these comments. Braun-Bostich & Associates is not aware of any material conflicts of interest between these clients and the firm. Past performance is not indicative of future results, which may differ greatly. Opinions expressed may not be representative of all client experiences. 

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