Hear from our clients about their experience working with us!
We have been using the services of Bernicke Wealth Management for twenty years and have been very satisfied. We appreciate the personal attention given to our investment portfolio and the time spent with us on at least an annual basis to review our finances. We highly recommend this company.
John
Altoona, WI
Great review of our financial status, current trends, adjustments based on market values and answers to miscellaneous questions we had on new stories.
Mark
Prairie du Chien, WI
It’s always good to hear this team’s perspective of what’s happening in the markets. I’ve been a client for over 7 years and I’ve been happy with the results with Bernicke Wealth Management.
Les
Eau Claire, WI
It’s been a pleasure to work with the Bernicke staff whenever we have had to contact them. They are all polite and courteous when dealing with any of them.
Tom
Chippewa Falls, WI
I have been a client for over 20 years and am very happy with their service, information, and advice.
Ed
Fall Creek, WI
We did an annual Zoom review. Everything went great. We have been working with Bernicke for about 23 years +/-. This firm has always been great for us and very helpful.
Greg
Hood River, OR
The statements are testimonials by clients of the financial professional as of 04/18/2024, and 04/19/2024. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.
