Why Clients Choose Us

As a financial services firm, we understand that you have options when it comes to choosing a financial advisor. We also understand that we have an obligation to serve you in a way that honors your personal and financial well-being. BRSi is an independent and reputable firm that puts the needs and goals of our clients first.

 

BRSi is committed to providing services that rise above industry standard, and that are:

 

-       Knowledge-Based: Our team has extensive investment industry knowledge.  All of our Advisors hold professional designations that are focused on providing expert level service.

 

-       Down to Earth: Friendly and respectful, our team will never talk over your head or try to confuse you with industry jargon.  We strive to make our interactions fun, easy to understand an professional.

 

-       Independent: Supported by the services of LPL Financial, we provide independent advice that is in your best interest, and never in ours.  We aren’t bound to making client recommendations based on the profitability of a big bank or brokerage firm. 

 

-       Flexible: We realize that your schedule and needs today, may not be the same tomorrow. Our team is flexible and will provide you with a plan that can be adjusted as your personal goals and situation change.

 

-       Commitment to Service: Our team is here to help.  Plain and simple.  Without our clients, there is no us.  We will always go above and beyond to ensure all of our clients are 100% happy with our services.

 

We are committed to helping businesses and individuals better forecast their financial future.