Cash Comp?

Non-Cash Comp?

I've been with Bush Wealth Management for a little over 10 years and this is the most professional group of people I've ever dealt with. Their advice is always easily understood even for a novice investor, as I was 10 years ago. Stacy is honest and direct and I'm really glad I was introduced to him. I have recommeded a number of people to visit Bush Wealth and will continue to do so.

Have been with Busk Wealth almost from the beginning and they have never put me into a product that has lost me money. May not have made a "killing" but never had to break out the crying towel either. Their fees may be a bit high but hey, you get what you pay for. Always there when I have a question. Last but not least, there is a great bowl of candy on the front desk. Drop in, say hi and snitch a piece.

We have been with Stacy Bush and his team since 2011 and have been very pleased with the personal service and attention to detail. We have had very good returns on our investments and when trouble comes up on the economic front they always contact us to explain or change our positions.We feel we are a part of a family instead of a client. Thanks to Stacey and Team.

Excellent service and very professional. They provide a solid "family like" atmosphere that makes you feel secure and comfortable with managing your finances. The entire organization is easily accessible, pleasant, and always eager to help. A+ rating, and I always recommend them to everyone!

If you do not invest more than $100,00, you will pay up to $500 a month in administrative fees. We lost more than $7,000 in just over a year, and it was not all because of market fluctuation. It was a horrible experience where only the wealthy are looked after and their money and time valued. If you have only a small nest egg and want it to grow, do not seek Bush Wealth Mgmt. We went elsewhere and found a true Christian in Cairo who really cares about us and our future and helps us plan for retirement. Thank God we got out when we did.

Provide a more simple, emailed monthly quick-chart of investment performance overall, overlaying individual investment performances, and showing what other investment options have done over the same period. Even something like the chart done in the newsletter every week would be good for my specific investments and investment options.

You had seen to it that my investment had increased from somewhere in the 540 thousand range to almost 700 thousand. Your decision investing my money had dropped to the 570 thousand range. I instructed you to just invest in a three month cd, which you have done twice (total of 6 months). Thank goodness we didn't continue investing in the stock market.

1) Prompt response to questions we sent. 2) Very organized and customer service oriented. 3) Performs timely Bi-annual reviews with client following a special agenda that covers client needs and concerns. 4) Maintains Excellent Communications. 5) Agile organization. 6) My wife & I have a lot of confidence / trust in this firm.

We have been with Stacy Bush for 16 years and have full confidence that he has our back and is managing our portfolio with excellence. We have recommended him to many of our friends and family and they are pleased as well. Stacy truly cares about his clients and we are so grateful to be on his team. It has been a win-win from the beginning.

Larry and I have been clients almost 20 years. We both have served on the Advisory Board but not simultaneously. Stacy has ALWAYS listened as well as advised. Both qualities are rare in a "financial advisor" as we have previously experienced. We have recommended Stacy to numerous people. He is an outstanding member of the Valdosta community, a devoted husband and father, and a trusted person. While the staff may come and go, Stacy is firm, solid and trustworthy. HE is the reason we remain clients.

Because how you check in on us and have the phone meetings. Prompt to return calls, and have been with y'all almost 20 years. Several years ago, we were going to move one of our accounts from another group and we were told to wait a year, so we wouldn't have a penalty for early withdrawal.