Client Testimonials

Susan H. says...

As a long time client of LPL Financial services, I’m happy to refer anyone looking for professional help with their investments, money management, and personal goals. I have the fortune of working with William Bauerband, and over the years he has been a great help in advising me regarding market conditions, returns on investments, and forward-looking strategies. In life we have to make certain decisions that affect ourselves and families. He has earned my trust as a financial manager and friend so I can concentrate on other areas of my life knowing he has my best financial interests at hand. I know that he has a watchful eye on my accounts and will keep me advised. He will never take this responsibility lightly."  

Dick B. says...

Bill is always available, his knowledge of financial investing is amazing ,very honest and always looking out for your best interests , would have no other than Bill Bauerband watch over my portfolio"

Jan N. says...

My first meeting with Bill was very casual. He listened to my philosophy and investing history, we discussed my future goals, and my financial understandings. After asking a few questions, an investment proposal was made. I felt very comfortable as he talked, I appreciated his plan, and felt that he had earned my trust. Quite a few years have passed and I still feel the same. I trust Bill so implicitly that when my mother needed a new advisor I invited her and my brother to talk with him. She is now also one of his clients. When any financial-related issues have risen, he has been there to help me understand and solve the problem. Not something everyone would do!"

These statements are testimonials by clients of the financial professional as of 11/21/2022. Each client has not been paid or received any other compensation for making these statements. As a result, each client does not receive any material incentives or benefits for providing the testimonial.