Provence Wealth Management Group

Johnny W. 

on Citysearch

13 years ago

Financial Advisor – Brian has worked with me since 2007. He has truly diversified my assets - the 2008 downturn was not a concern at all. Before I was with WellsFargo Premier Wealth Management and they charged me a 1.5% management fee just to put me in mutual funds that performed sub par. 2 Years ago he helped my family and I restructure our life insurance policies to get more coverage for the same costs and on top of that the cash value build up will be significantly better than with our previous policies. I have been extre... read more

Anthony V. 

on Citysearch

13 years ago

Great Financial Advisor! – Brian has been my advisor since 2006. I'm sure we don't have as much in assets as his other clients but he has never made us feel that way. He was able to educate us on the power of annuities, if utilized correctly. Before, I had such a bad perception of annuities, and was a little turned off at first that he insisted on educating us on how it could play a powerful role in our retirement plan. We're glad we did it. Through the financial planning process, he gave us an in-depth analysis of our curre... read more

Catherine S. 

on Citysearch

13 years ago

Brian Reyes - Financial Advisor You Can Trust! – I wish I could say I found Brian Reyes, but he actually found me! I was a single mom with some money after sale of a company and a divorce settlement. I had very little expertise in wealth management and knew I had to come up with a plan. I answered an ad from American Express offering financial planning consultation, but was overwhelmed and never followed up on it. Brian did! He called me back on several occasions, yet never pushed. He said he would be there when I was ready,... read more

Leslie Y. 

on Citysearch

13 years ago

Annuities – I met with Brian early last year. I went to see him because I've been wanting to purchase an annuity but didn't understand how the guaranteed income worked. After sitting down with him he explained the pros and cons of investing in annuities and the differences in how a fixed annuity worked and a variable annuity works. He also explained that what I was looking for was something called a living benefit that you put on an annuity. A week later he proposed an annuity to me that he though would fit my situation and ... read more

adrian f. 

on Citysearch

13 years ago

401k rollover – Brian is the 401K Advisor to my current company. During one of his visits to our company we had a 1 on 1 meeting and discussed possibly consolidating my old 401K accounts with my previous employer. At the time it was a Fidelity and Merill Lynch Plan, both very good companies so I was hesitant at first. After a few follow up phone calls and one more strategy meeting I decided to give him a shot. After about 2 years now I am really impressed with the results. I was not aware of alternative investments before, b... read more

goteampiink 

on Citysearch

13 years ago

Financial Stuff – I got a divorced in 2003. My husband dealt with most of the finances, so when the divorce was final I really had no guidance when it came to the financial stuff. I went to my credit union and the Financial Advisor there threw my settlement check into an Annuity, and I kept my life insurance policies with my husbands life insurance agent. I met Brian in 2005 when he was still at Ameriprise. He looked like he had just come out of High School, but something about him just made me comfortable and for such a you... read more

Kristine L. 

on Citysearch

13 years ago

Insurance – I was referred to Brian from the HR Manager at our company. I wanted to make sure that my family and I had enough insurance. I've read and heard many things about insurance, term, permanent, return of premium, buy term and invest the difference... It was all confusing to me and I wanted a professional opinion that I could trust. Brian not only took time out of his day to explain the differences to me but he analyzed our existing policies for free. He proposed restructuring and consolidating our existing permanent... read more