Jim Kantowski, CPA, CFP® and Bill Hufnell, CPA, CFP®, every principals at Bay Stage Wealth, had the possibility to meet with Joel Kelley, the proprietor of Woodstone and Jake Sadler, and immediately knew that they’d met a crew that very lots shared the chemistry, competency, and custom of Bay Stage Wealth.
“Jim and I acquired off the preliminary Zoom identify and every talked about, Wow, what a tremendous company and what two good guys to meet. We knew immediately it was an excellent match.” talked about Hufnell.
“We couldn’t be additional thrilled to be part of Bay Stage Wealth,” Jake Sadler talked about. “We knew from our first identify collectively that we’d make a extraordinarily good crew, and that our values have been rigorously aligned. We wait for being a part of an organization that tackles purchaser care with an formidable, proactive, assured, and compassionate viewpoint.”
“Our consumers ought to know that they’ll depend on to be served by professionals who relate to them and understand their distinctive financial picture,” Joel Kelley, former proprietor of Woodstone Financial talked about. “We chosen to combine with Bay Stage Wealth on account of we acknowledged the depth and experience of their staff. It was clearly apparent that our consumers will most likely be successfully served as part of the Bay Stage family.
Bay Stage has a convention of client service and expert crew members who rigorously take heed to their consumers and work to help them get hold of their most significant financial goals. We couldn’t have found a better company to info our consumers now and into the long run,” talked about Kelley.
Bay Stage Wealth serves consumers all by means of america, with office locations in Maryland, North Carolina, and Florida.
