Brent Forrest & Associates, LLC

Veronica Canfield 

on Google

2 weeks ago

We have been with the Wela group since they were Brent Forrest. This is a great group who treat you like family. How they remember all the little bits of our lives such our children's personal trials and triumphs is beyond me. Every year, there is an absolutely fantastic client appreciation event that we always look forward to. And, they have office dogs that hang out there every day. They had me at office dogs. 

Kathleen D 

on Google

a month ago

I have had my accounts with this group for over 40 years. Some of the prior owners have retired, but the integrity and attention to client needs have nevered waivered. The team responds quickly to inquiries and requests. They spend the time to meet with clients one-on-one, providing detailed information and recommendations. 

Cody Donley 

on Google

a month ago

Ander's and his team have been fantastic! They have drastically changed our outlook and planning in a short amount of time. I would highly recommend their incredible service and look forward to working with them for many years to come. 

Edie Dutton 

on Google

3 months ago

We love Wela Financial! We have been clients for over 30 years. We became clients in our 20s, and now both of our 20-something children use them as well. They provide not only sound financial advice, but get to know their clients. You always feel listened to and appreciated. We very much like their intergenerational approach. We began with an advisor a little older than us who has since retired, but they have been very intentional about training and mentoring younger advisors, so that when they pass the torch the transition ... read more