Brian Waddell - Testimonials
Brian J. Waddell
CFP®, RICP®, CEPA®, AIF®
CFP®, RICP®, CEPA®, AIF®
Partner and Financial Planner, Wealth Management Advisor
(860) 521-2214
brianwaddell@baystatefinancial.com
"I serve as a wealth advisor primarily to a small group of successful business owners and executives who, among other things, aspire to a work optional lifestyle." My team uses a comprehensive process to help clients address each of...
Retired clients in their 70s
Who value consistent updates, clear communication, and professional guidance. The relationship focuses on long-term planning and informed, tax-aware decision-making throughout retirement.
Retired client in their 60s
Who value proactive communication and steady guidance. The relationship focuses on long-term planning and informed decision-making as they transition into retirement.
Pathway TRIP To Retirement
Who value proactive communication and steady guidance. The relationship emphasizes thoughtful long-term planning and informed financial decisions as they prepare for and transition into retirement.
