"A goal without a plan is a wish." - Antoine de Saint-Exupery
At BHF Financial Advisory Team, we're committed to helping individuals, families, businesses, and institutions achieve their financial goals through our comprehensive wealth management services. With a team of experienced professionals, we take a goal-oriented approach to investing, tailoring our strategies to meet the unique needs and objectives of each client.
Our Philosophy
We believe that planning is the most critical element in the quest for financial success. Without a well-developed and flexible plan, investing can be akin to planning a travel route without a destination. Our team takes the time to understand each client's goals, risk tolerance, and investment horizon to create a personalized wealth management plan that addresses topics such as asset allocation, education funding, and retirement planning.
Our Services
Our team provides a range of services designed to help clients connect their portfolio strategy with their goals. From asset allocation and education funding to retirement planning and wealth transfer strategies, we offer a comprehensive approach to wealth management. Our team also provides access to a range of investment products and services, including stocks, bonds, mutual funds, exchange-traded funds, and more.
Stay Informed
We believe that staying informed is critical to making informed investment decisions. That's why we offer a range of resources, including our Sight|Lines weekly note, Market Pulse publication, and Investment Strategy Brief monthly update. Our team also hosts webinars, seminars, and other educational events to help clients stay ahead of market trends and developments.
Meet Our Team
Our team of experienced professionals has a diverse range of backgrounds and expertise, but we're united in our commitment to providing outstanding service to our clients. From our senior vice president and branch manager, Wayne Breyfogle, to our team of financial advisors, we're dedicated to helping clients achieve their financial goals.
Learn More
If you're interested in learning more about our team and our approach to wealth management, we invite you to explore our website, attend one of our educational events, or contact us directly. We look forward to helping you achieve your financial goals.
Positive Feedback
The reviewers praised the quality of work and professionalism of the brokers, stating that they would recommend them to friends. Kelley O'Connell, a satisfied customer, expressed her gratitude for the excellent service provided by Don Hoeft and Scott Fuhrman, praising their expertise and communication.
Negative Feedback
On the other hand, Shane Mccreary shared a frustrating experience. He criticized the lack of responsiveness from the brokers, stating that he never received a return call despite leaving messages for three different agents. He became disillusioned and switched to a different brokerage firm.
