Brian Lombardo, CFP, CPA

My husband and I have been working with Brian for our financial planning for about couple months (Meetings every week and every other week.). Our intention was to put our money to investment. I definitely found the right person. I found him on Unilocal even he only had 6 reviews, but I was determined to give it a try. Brian’s first email back to me was he would like to recommend us to his partner. I insisted to meet with him. Yeah, this guy is just that good and he can choose his clients in a very polite way. I got what I wanted, he agreed to meet with us and had his assistant Charde (a super nice girl) scheduled the first appointment. We had the first meeting with Brian. It was so educative and we liked him a lot. He is very knowledgeable and knows exactly what he does. He spends avg. 2.5 hours every meeting to explain to us every single detail we need to know with a lot of patience. We feel safe with his help on our financial planning. The extra benefit of knowing Brian is he is like a one stop shop. Every time we were in his office, we got some professionals’ cards which we need for our specific situation. It wound up we’ve met a group of very high caliber of people and they are helping us in different ways. Another point we really felt educated is regarding the charities. No excuse, but yes my husband and I are super busy working people and never put too much thought into what we do with our money. Besides the donations to Goodwill and Salvation Army, the cash donations we did was really limited. Brian raised the point that we should do more donations. We were embarrassed seriously. I was looking for excuses and trying to remember the donations we did… But it’s not enough we know. We can tell Brian is not only a financial professional, he is also a very good person. Because of this, we trust him more with our planning and investment. We recommend him to every friend around us. Hopefully our friends can realize the importance of the financial planning sooner like we just did.
03/​02/​2015 Update: We’ve been working with Brian and his firm for over a year now. We are beyond happy with them. Brian is supper responsive, reliable, helpful and very professional. He is the best professional we’ve ever met so far. His assistant Charde is the best assistant ever. She follows up for everything including address changes, account statements… We never had to remind her anything and don’t have to worry she will forget to follow up for anything. One year is short, but the changes happened to our life because of Brian’s help is huge. We moved in to our new home in the location we always dreamed of; We made a lot of good friends in different areas; We focus on more charity activities such as all kinds of donations and volunteers… We really appreciate Brian’s influence on us and the expertise on our financial planning/​management. We’ve been recommending our friends to him since we met him.

Brian is immensely personable and demonstrates an innate talent at applying those people skills along with his financial acumen to his line of work. This is important when dealing with others’ personal finances, obviously, but what’s great about Brian is that it seems to come so naturally to him that none of our interactions ever feel forced. And that goes a long way in making me feel safe with his financial recommendations. It was obvious from the very beginning he had our best intentions in mind, and that he’d be dedicated to help us achieve our goals for the long term. He’s well-​connected with the industry and has his finger on the pulse of what’s going on, which helps him provide the best possible up-​to-​date investment options for his clients, His humble, open, and honest personality make dealing with tough financial matters an easy task, and his objective point-​of-​view often allows us to make better, more educated decisions. On multiple occasions he’s proven to us that he’ll go out of his way – outside of business hours – to help us with some crucial life-​changing decisions. His involvement in our financial plan has allowed us to alter our budgeting/​spending habits in positive ways and put us on a path for a more comfortable lifestyle for years to come. I highly recommend a financial advisor to anyone, but I can’t recommend Brian highly enough.

Brian has gone above and beyond as my husband and I have been researching life and health insurance policies! With his education, experience and patience has diligently answered all of our (million and one) questions in a way that we can understand. His guidance has reassured me that we are making the best decisions for our family!

I highly recommend Brian. His background in accounting and financial planning give him a unique and impressive advantage over any of the competition. His guidance has been invaluable.

Brian and his assistant Andrew have been wonderful to us. We are very financially inept and needed someone to help us with make a path to our goals. Brian is great to work with. He is not pushy at all. Brian made us feel like we were «big money» important clients even though he knows we aren’t. When you are in need of a financial adviser, this is how you want to feel! I recommend Brian (and his business associate Andrew) to anyone.
Thank you Brian for your initial and continued help!

Brian is great to work with as a Financial Advisor /​Planner and I highly recommend him. He has been a big help with financial planning, investment management, life insurance and budgeting.

Working with Brian has been wonderful. I went in without any idea on what insurance I needed, all I knew was I needed something. Brian walked me through the process in a very systematic way and made it clear to me what I really needed to achieve certain life goals and what I could afford. He is more of an advisor. He was never pushy, but at the same time he made just the right follow ups to keep me on track. All I can say is, today if I have one less thing to worry about my family’s future, Brian has played a great role in that. Thanks Brian

Brian was and continues to be a huge help to my wife and I with our long term and short term planning. His comprehensive approach was tailored to our needs, his knowledge of personal and corporate finance was awesome.
I would highly recommend him to any individual or company!