Green Ridge Wealth Planning

"I have been using Bobby and Jordan for the past three years and it was the best decision ever to switch over to Green Ridge Wealth Planning. As a small business owner, I always worried about how my retirement will look and if I am planning the best for my future. I feel much more relaxed knowing that my investments are in good hands with this team. I would recommend them to anyone looking to invest wisely for the future."

"The best! The entire team is so supportive including Stacia and Bobby. They are excellent at what they do and I would highly recommend."

"Everyone on this team has been so amazing. After my dad passed we had a bad experience with our previous advisor and we are so grateful to have found Stacia. Since day 1 Stacia and the rest of the team have been so helpful and caring towards me, my mom, and sister. I found that they really know what they are doing and have been able to really trust them with my finances. Also the communication is great, any question we have Stacia is quick to respond. I really feel like the team wants what is best for us and they treat us like friends not just clients! Love you guys ! Thanks for everything."

"Bobby, Jordan, Danielle and the entire Green Ridge Wealth Planning team are absolutely incredible. We can trust their insight through every stage of our financial planning, from strategizing for college and retirement to funding home renovations and creating a thoughtful investment strategy. We seek their input in all of our financial decisions. Their regular market and portfolio updates are extremely helpful, and we couldn't be more grateful to have them in our corner."

"Best decision that I made when planning who to trust with my future- their financial knowledge, continuous communication, as well as their dedication to their clients is unmatched. Great group of people all around. Highly recommend."