Brenton Stransky, CFP® - Independence Square Advisors
2173 Salk Avenue, Carlsbad, CA 92008
Location & Phone number
2173 Salk Ave Suite 250, Carlsbad, CA 92008, United States
About the Business
Brenton Stransky, CFP® - Independence Square Advisors is a finance institution located at 2173 Salk Avenue in Carlsbad, California. As a Certified Financial Planner, Brenton Stransky offers personalized financial planning services to clients in the United States. With a focus on independence and integrity, Independence Square Advisors provides expert guidance on investments, retirement planning, estate planning, and more. Trust Brenton Stransky to help you achieve your financial goals and secure your future.
Photos
Reviews
"I recently had the pleasure of collaborating with Brent, a financial advisor at Independence Square Advisors, and I am thoroughly impressed with the exceptional service I received. Brent's expertise in financial planning and investment strategies is truly commendable. From the outset, he invested time to understand my unique financial goals and meticulously crafted a comprehensive plan tailored to my objectives. Brent's in-depth knowledge of the market was evident, and his advice was clear, insightful, and instilled confidence in my financial decisions. What truly sets Brent apart is his dedication to client education. He adeptly explained complex financial concepts in an accessible manner, empowering me to make informed choices about my investments. His transparent and honest approach fostered trust, creating a smooth and stress-free experience throughout. Communication with Brent was consistently prompt and thorough, and he was always available to address any questions or concerns. Brent's attention to detail and proactive approach to market trends showcased his commitment to staying ahead of the curve. I wholeheartedly recommend Brent to anyone seeking a trustworthy and knowledgeable financial advisor. The peace of mind that comes with his guidance is truly invaluable. My experience with Independence Square Advisors has been outstanding, and I anticipate a long-lasting and fruitful partnership with Brent and the entire team."
"We received a dinner seminar invitation in the mail from Brent. We attended a few of these from different financial planners to get information on Social Security maximization and retirement investment strategies. Most were trying to push products that made them higher commissions and that they were brokers for like specific annuities. Brent took a different approach by giving us a risk assessment and finding us products that fit our particular investment desires. We were very low risk tolerant and wanted to make sure our investments would be available throughout our entire lives. Brent suggested products that had growth potential to keep up with inflation but were guaranteed to protect the original investment amount with a protection clause. We did not even know these were available before meeting with Brent. We moved our 401K's into these instruments right before the stock market took a dive. Brent is now considered a friend and has attended parties at our house. We would recommend Brent to anyone considering investment planning assistance and we are happy with the product portfolio he has developed for us. He keeps in touch and recommends different products and strategies as he sees better opportunities. These new investment opportunities have been initiated by Brent without any additional cost or commissions to us."
"I have worked with Brent for about 5 years and he is one of the most diligent, dedicated and creative advisors I’ve worked with. He is always available to discuss current market trends and provide valuable advice. I highly recommend Brent if you are looking for an investment advisor."
"I recently had the pleasure of working with Brent from Independence Square Advisors. I can confidently say that my experience with him has been nothing short of outstanding. Brent possesses an impressive depth of knowledge and his ability to explain complex concepts in a clear and accessible way which allows me to confidently make informed decisions. What truly stands out is Brent’s dedication to my financial well-being even after the initial plan. He regularly schedules follow-up meetings to track progress, make necessary adjustments, and ensure that I remain on the right track to achieve my goals. This ongoing commitment to my success and genuine interest in helping me achieve financial security and peace of mind sets him far ahead of the competition."
"Everyone listen up!!! Financial independence is of the utmost importance in my life. I trust this to Brent. He is Financially and Emotionally intelligent. He is constantly up to date with what’s going on in the marketplace. He understands your goals and how to get from where you are to where you want to be. Thoughts used run through my mind all the time about my financial future. They don’t anymore and that’s priceless. I’m proud to write this review and call Brent my financial advisor/friend/psychologist. No need to thank me later just pay it forward….."
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- Financial Advisor
- Audit & Consulting
- Carlsbad Ca
- Carlsbad Ca Financial Services
- Carlsbad Ca Investment Advisor
- Certified Financial Planner
- Certified Financial Professional
- Estate Planning
- Financial Goal Achievement
- Financial Planning
- Independence Advisor
- Independent Financial Advisors
- Independent Financial Planner
- Inheritance Planning
- Investment Advice
- Investment Strategies
- Investments For Retirement
- Long Term Financial Planning
- Long Term Investing
- Personalized Wealth Management
- Retirement Goals Planning
- Retirement Planning Services
- Wealth Management
- Wealth Planning Services
- Wealth Preservation
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