Robinswood Financial Llc

Becki Brotman 

on Google

a week ago

I have been working with Colleen for several years now, and have greatly appreciated her ability to help me plan for my future. What I’ve found most valuable is how thoughtfully Colleen tailors her approach to align with my personal comfort level around risk. Her planning process is both thorough and flexible, allowing us to map out multiple future scenarios based on unrealized potentials—which gives me both clarity and confidence. I also really appreciate how easy Colleen is to talk to; she creates a welcoming, judgment-fre... read more

Matt Cuellar 

on Google

a week ago

Colleen has been an invaluable partner in helping Nicole and me plan for retirement and our long-term goals. She's a thoughtful listener, deeply knowledgeable about the market, and consistently helps us stay focused on the big picture—even during turbulent times. Her follow-through is impeccable, her planning is thorough, and we rely on her insight for every major financial decision. 

Heidi Sewall 

on Google

a week ago

Colleen Bracy brings patience, optimism, and perspective to her role as a financial advisor. In my experience, she listens closely, then gives suggestions free from pressure to follow her recommendations. Colleen works cooperatively—something I value and appreciate in her. 

Rachael Runck 

on Google

a week ago

Colleen has been a Godsend for my financial planning! She always has time for me, and I never feel rushed with her. Colleen is fabulous at explaining how the financial world works, and how to get the most from it. I love that I feel like I get to make my own decisions without being pushed into anything, and she helps me feel empowered in those decisions by what she teaches and explains to me throughout the process. I have always felt like she's honest and straightforward with me, and her wealth of knowledge and experience ar... read more

Anne S 

on Google

7 months ago

My husband and I have been with Robinswood Financial for more than 15 years and we couldn't be happier. Ed is fantastic to work with - he takes the time to really understand your short- and long-term goals along with your risk tolerance and he builds and manages your portfolio accordingly. All the advisors are very responsive, and we never have to wait if we need anything. We always recommend Robinswood Financial to anyone looking for a financial advisor.