We are excited to share these firsthand accounts of how our financial services and process have positively impacted the lives of our clients. Take a moment to review these recent testimonials and discover what we are all about.
Our Goals at the Center of All Decisions
“We’re pleased with the services we receive from Broadway Graham. They are excellent at keeping us informed regarding what’s happening in today’s market. Also, they always keep our goals at the center of all decision making regarding our accounts.”
Has Always Been There With Sound Advice
“Our financial advisor Joe Globensky is not only a trusted advisor who has guided our retirement plan to fruition but over the years has become a personal friend. He is professional in all areas but also aware of our personal requirements and able to advise us on a level with which we are comfortable. We look back over the years and know he has always been there with sound advice and guidance and continues to assist us in our retirement.”
The Best Financial Advisory Firm That I Have Worked With
“I had used other financial advisors in the past, but Connor Carnduff and the Broadway Graham Wealth Partners team have been the best financial advisory firm that I have worked with, by far. Connor is in tune with what the market is doing on a daily basis. He is excellent at recommending and explaining different investment strategies. He is also always open to hear his clients ideas in regards to investment strategy. Highly recommend Connor Carnduff and Broadway Graham Wealth Partners.”
They Provide a Family Atmosphere
“The entire Broadway Graham team provides us with excellent service. Our go-to people at Broadway Graham are Zach, Kelly and Shane – although, I know there are other key team members working behind the scenes on our behalf. They provide a family atmosphere, with the highest level of professionalism, and are easily accessible and always respond in a timely fashion. We always get straight forward and honest answers. They are very proactive and don’t sit still, plus they work hard in providing creative solutions that fit our financial situation. I feel very comfortable that the Broadway Graham team is the right choice to oversee our financial portfolio.”
Thoughtful & Swift in Feedback
“The BG Team is thoughtful, and swift in feedback and follow up making them easy to do business with.”
Great, Personalized Experience
“Love the feeling of knowing my advisor knows who I am. Great, personalized experience with Connor at Broadway Graham. I look forward to our continued financial relationship.”
Articulate & Knowledgeable
“Our experience with Broadway Graham wealth partners has been excellent. We met with Joe Globensky five years ago and we immediately felt that we could put our financial needs in his hands. He is brilliantly articulate and knowledgeable. We look forward to a life long on going positive business relationship with he and Broadway Graham.”
Patient, Professional and Responsive
“Shane Adkins has been a pleasure to work with! He has been incredibly patient, professional and responsive to our questions and concerns. The entire staff at BG is friendly and welcoming. Highly recommend!”
Provided Clear Steps and Educated Me
“Connor Carnduff has been an excellent advisor, especially for younger professionals like myself. He is responsive, engaging, helpful, and knowledgeable. Entering the working world, It’s been crucial for me to understand how I can invest early and often. Connor has provided clear steps and educated me with what investments are beneficial for my personal lifestyle and future goals. Thank you Connor & BG family!”
A True Asset
“I just wanted to share a quick note and let you know that you guys do a really good job when it comes to guiding an individual with short and long term investments. I have had the pleasure of working with Joe Globensky for over ten years. Joe is always very thorough with explaining my investments and next steps. Joe has helped me prepare for my retirement and is now guiding me as a retiree, a true asset! I am very pleased thus far and I would highly recommend Broadway Graham Wealth Partners – you guys are #1!”
Happy to be Part of the BG Family
“Connor Carnduff is my go-to guy for my financial planning questions. He’s someone I feel comfortable with, and he always has good input for how to set my family up for the financial future we want. No matter if you have a couple million in the bank, or are just starting your career, Connor will give you the time of day and explain different tactics to help your money work for you. I’m happy to be part of the Broadway Graham family!”
They Care Personally for Us
“Our experience with Broadway Graham, primarily Joe Globensky, has been five star. In addition to their professional, ethical approach, it is clear that they care personally for us. We appreciate their financial expertise and advice while they are willing to have honest and open discussions about our future. We are sure that our enjoyable retirement is partially due to their guidance.”
Always Very Helpful
“We love working with Joe and the team at Broadway Graham! They are always very helpful and answer all of our questions.”
Could Not Be Happier
“I have just recently started working with Joe Globensky and could not be any happier. Joe takes as much time as needed to explain and answer all my questions. I had to transfer a retirement account, and Joe and Sonja made it a smooth and easy transaction.”
Best Interests in Mind
“My husband and I are very satisfied with Broadway Graham and especially with Connor Carnduff! We were so impressed with him as he managed an inherited IRA after a death of a family member, that we transferred all our assets from another firm to BG. Connor is intelligent, not aggressive or pushy, and it is obvious he has our best interests in mind. We cannot say enough good things about this young man!”
Personable and Helpful
“We have been clients of Joe Globensky for 7 years. Joe has guided us well with our investments during good times and not so good times. We meet in person regularly and now also work with personnel from Broadway Graham with Joe. We are able to contact Joe for any reason or concerns. His office Manager is so personable and helpful. We would recommend Joe and his staff to anyone needing assistance with their investments.”
