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 browse through these testimonials and discover what we are all about.
"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."
Mindi A. of Virginia, IL | April 2023*
"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."
Aaron H. of Chatham, IL | April 2023*
"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."
Jim, Gina and Nicole S. of Springfield, IL | April 2023*
"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."
Nathan P. of Hillsboro, IL | April 2023*
"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!"
Larry & Julie V. of Chatham, IL | April 2023*
"The BG Team is thoughtful, and swift in feedback and follow up making them easy to do business with."
Patrick F. of San Francisco, CA | April 2023*
"Our financial advisor Joseph 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."
Brian & Norma T. of Coppell, TX | April 2023*
"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."
Ed & Bonnie K. of Arlington, TX | April 2023*
"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!"
Liz C. of Havana, IL | May 2023*
"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."
John & Jean K. of Swansea, IL | May 2023*
"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!"
Parker B. of Denver, CO | May 2023*
*The clients that have provided testimonials above have not been paid or received any compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.