"I broke up with their advisor for them."
I broke up with their advisor for them

My clients came to me looking for help.  They were ready to leave their financial advisor at a major national brokerage. However, because they were not even comfortable reaching out to their advisor in their day-to-day relationship, they felt overwhelmed by the prospect of “breaking up” with them. I offered, “What if I help you through it?”…

By Scott Little
July 18, 2023

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"How could they qualify for a mortgage if they don't have income?"
We found a solution and they got their dream home

I had a client come to me and ask how they could qualify for a mortgage if they don’t have income? Their current home had become a burden and they needed to start the process of finding their next (more manageable) dream home. They assumed that selling their current home would need to come first,…

By Nate Tomkiewicz
June 14, 2019

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Trust me, I do this every day

A client told me he had recently changed jobs and asked if I would roll over his 401(k)—into an existing Roth account. I asked if he knew whether his original 401(k) had been a traditional, or a Roth. Was he sure? He was a little gruff at my complicating something so simple. But I really…

By Zack Marcotte
June 13, 2019

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How dreams come true at BMM

Two of our clients, a husband and wife on the West Coast, are successful entrepreneurs raising three beautiful children. Their oldest child is a freshman in high school and an elite athlete, traveling the United States and Canada playing hockey. During a portfolio review at their kitchen table, they told me that their son’s dream…

By Peter Coughlin
June 12, 2019

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"Someone has her information and is trying to get into her accounts."
I really do know my customers

Last Thanksgiving, a client emailed me, asking to transfer funds to another account of hers—electronically. But we can’t do that by email. So, I let her know I’d need to call her. We verify some personal information, but she’s in some kind of train or subway station and it’s too loud. She says she’ll call…

By Scott Little
June 11, 2019

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