| A | B | C | E | F | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Status | Cash Comp? | Non-Cash Comp? | Month Year | Rating | Source | Review | |||||||||||||||||
2 | Current Client | No | No | March-26 | NA | Testimonial IQ | Bush Wealth representatives are very personable, professional and genuinely interested in their clients! They take time to listen to what is happening in their clients lives and what big changes may be on the horizon. They have done well in developing strategies to maximize my financial wealth even during turbulent times! | |||||||||||||||||
3 | Current Client | No | No | April-26 | NA | Testimonial IQ | I greatly appreciated Carlee's help in the enrollment process yesterday. Her assistance helped me feel much better. | |||||||||||||||||
4 | Current Client | No | No | March-26 | NA | Testimonial IQ | Bush Wealth team, especially Kent know our needs, goals and are knowledgeable about our future plans. It's reassuring to know our financial future is in great hands! | |||||||||||||||||
5 | Current Client | No | No | March-26 | NA | Testimonial IQ | We appreciate the support and genuine interest in us. The discussion is focused on our interests and desires and how our investments align to them. | |||||||||||||||||
6 | Current Client | No | No | March-26 | NA | Testimonial IQ | Very informative meeting. Everyone was very nice and thorough about explanations of anything we had questions about. | |||||||||||||||||
7 | Current Client | No | No | March-26 | NA | Testimonial IQ | It was informative. Very professional . Advisor was knowledgeable and answered every question. You feel like your working with family | |||||||||||||||||
8 | Current Client | No | No | March-26 | NA | Testimonial IQ | Everyone involved at Bush Wealth Management was very friendly and helpful. We appreciate your patience and you were accommodating. | |||||||||||||||||
9 | Current Client | No | No | March-26 | NA | Testimonial IQ | Thank you for offering the service. We had an enjoyable and easy time making a will. | |||||||||||||||||
10 | Current Client | No | No | February-26 | NA | Testimonial IQ | Always a pleasure to meet with Bush wealth. It is a personal and informative experience and always helpful. | |||||||||||||||||
11 | Current Client | No | No | March-26 | NA | Testimonial IQ | We are so thank for everyone at Bush Wealth. I have to say Kent is second to none! He is always ready to take care of whatever we need. Carlee is also a great asset to always help when we call on her. I could go on and on on most individuals we deal with. You’re all an amazing group. Erin too. I cannot leave her out. She is so pleasant on the phone or as we walk in the door. ♥️ We met with Chance the other day. He was also very helpful with advice. Y’all are a 10 in our book. Thanks for always being there for us! God bless. | |||||||||||||||||
12 | Current Client | No | No | February-26 | NA | Testimonial IQ | The Team came prepared to talk about topics I wanted to speak to. It’s impressive the team Bush Wealth has put together. Everything is always seamless. We’ve been working together for I believe almost 12yrs | |||||||||||||||||
13 | Current Client | No | No | February-26 | NA | Testimonial IQ | As always, everyone has been great to Debbie and I. We always look forward to meeting with the Bush Wealth team. God bless everyone. Go Vikings and Hunker down Dawgs. | |||||||||||||||||
14 | Current Client | No | No | February-26 | Na | Testimonial IQ | I had a very positive meeting with Aaron and Chandler then a good follow-up with Carlee. This team has been very attentive to my needs, particularly as I am planning to retire. | |||||||||||||||||
15 | Current Client | No | No | February-26 | NA | Testimonial IQ | Aaron knows ME. My challenges and my needs. I feel so confident having him as my advisor. PLUS, we share book recs!! | |||||||||||||||||
16 | Current Client | No | No | February-26 | NA | Testimonial IQ | It was good received the information I needed | |||||||||||||||||
17 | Current Client | No | No | January-26 | NA | Testimonial IQ | I am very pleased with Bush Wealth. They are super to work with and very knowledgeable. Hope to have many more years with this company. | |||||||||||||||||
18 | Current Client | No | No | January-26 | NA | Testimonial IQ | We have been with Bush Wealth for nine years, and they have never disappointed us. Their knowledge is top notch, and every one on their team goes above and beyond. is super nice. | |||||||||||||||||
19 | Current Client | No | No | January-26 | NA | Testimonial IQ | Kent us very knowledgeable and has helped grow the two accounts we have at Bush wealth. When I retire, I will move my 401 to Bush to manage for me. | |||||||||||||||||
20 | Current Client | No | No | December-25 | NA | Testimonial IQ | Friendly, competent, professional staff that is always readily available to handle any requests that we have or answer any questions. | |||||||||||||||||
21 | Current Client | No | No | December-25 | NA | Testimonial IQ | Bush Wealth makes it easy to trust. That line just keeps ticking up and up. | |||||||||||||||||
22 | Current Client | No | No | November-25 | NA | Testimonial IQ | It was a great meeting as we have come to expect in all our associations with Bush Wealth Management. | |||||||||||||||||
23 | Current Client | No | No | November-25 | NA | Testimonial IQ | We always have a great time reviewing our financial plans and future obligations with Bush Wealth. There are some things we forget but you remind us of things to assist in securing our financial future. Thanks. | |||||||||||||||||
24 | Current Client | No | No | November-25 | NA | Testimonial IQ | Everyone at Bush Wealth has over the last 20 years, always treated us in a professional and caring manner. Stacy should be proud of his staff. | |||||||||||||||||
25 | Current Client | No | No | November-25 | Na | Testimonial IQ | A very pleasant visit with All question, concerns discussed | |||||||||||||||||
26 | Current Client | No | No | November-25 | NA | Testimonial IQ | We always enjoy meeting and reviewing our portfolio. Staff seems highly competent and caring. | |||||||||||||||||
27 | Current Client | No | No | November-25 | NA | Testimonial IQ | The team is Always professional / friendly.Kent who is our advisor is always up beat and truly focused on our needs and accounts. He is always reachable and prepared. He has options for us to consider and if we have questions and he doesn’t know answer he always follows up. Bush Wealth was the right place for us to place our investments for the future! | |||||||||||||||||
28 | Current Client | No | No | November-25 | Na | Testimonial IQ | Meeting was very informative, and enjoyed seeing staff. Thank you for taking care of our investment. | |||||||||||||||||
29 | Current Client | No | No | October-25 | NA | Testimonial IQ | We went for our annual review of our Portfolio. Aaron was professional detailed and always helpful . We are glad we made the decision nearly 20 years ago to have Bush Wealth help up with our portfolio. As we near retirement we are thankful we had the guidance an advice that they have provided. | |||||||||||||||||
30 | Current Client | No | No | October-25 | NA | Testimonial IQ | I had a very good meeting. Aaron was professional and informative. He explained my account and answered any questions I had. I am pleased with the way Bush is managing my account. Thank you. | |||||||||||||||||
31 | Current Client | No | No | October-25 | NA | Testimonial IQ | if the world was run more like Bush Wealth Management, it would be a better place." . that the high-quality service and the quick responses to our clients' needs and how we deeply care about our people is | |||||||||||||||||
32 | Current Client | No | No | October-25 | NA | Testimonial IQ | Everyone was very helpful, knowledgeable and professional. I have been looking forward to retirement for many years, Bush wealth were the right people to make that possible. Thanks To all. | |||||||||||||||||
33 | Current Client | No | No | September-25 | NA | Testimonial IQ | In approximately 10 years as a client I always have a good experience when dealing with Bush Wealth Management. My advisor, Stacy treats me like a friend and is very knowledgeable. | |||||||||||||||||
34 | Current Client | No | No | September-25 | NA | Testimonial IQ | Always very thorough discussions. Very helpful with ideas/options for future activities ie buying/ selling a home, traveling, major home projects, etc. Sincere interest in us. I feel so fortunate to have the Bush Wealth team supporting us. | |||||||||||||||||
35 | Current Client | No | No | August-25 | NA | Testimonial IQ | Aaron has always given me full attention and care with regards to my needs, the market situation, personal insights, and concerns that I might have with my finances. He is a super financial advisor and Stacy Bush is fortunate to have him on his team. I never have any hesitation in contacting Aaron. His professional skills in handling my accounts are matched by his caring personality, which is outstanding. | |||||||||||||||||
36 | Current Client | No | No | August-25 | NA | We truly appreciate everything you do for us! It’s a wonderful feeling knowing our financial future is in the hands of Bush Wealth! | ||||||||||||||||||
37 | Current Client | No | No | July-25 | NA | Testimonial IQ | My wife and I have been with Bush Wealth for eight years. Stacy and his group are very knowledgeable in the investment market. We will continue to trust them to protect our financial needs. | |||||||||||||||||
38 | Current Client | No | No | July-25 | NA | We are so blessed to have such amazing people at Bush Wealth Management protecting what we have worked so hard to build up. And to honor our granddaughter in such a wonderful way! Number one she loves Jesus and wants to work with children and adults who struggle to learn! Y’all are amazing!! | ||||||||||||||||||
39 | Current Client | No | No | July-25 | NA | The gift was just perfect for him and he really enjoyed it and they did too. It was a great day, but you have just made today so so special you just mean the world to us, you are not just our financial advisor. You’re a very dear dear friend, and we appreciate you so much. God bless you and thank you again. | ||||||||||||||||||
40 | Current Client | No | No | July-25 | NA | Testimonial IQ | Lisa and I really enjoy our visits with the Bush Wealth Team. You’re always welcoming, informative and professional. Keep doing what you’re doing, the way you’re doing it!!! | |||||||||||||||||
41 | Current Client | No | No | July-25 | NA | Testimonial IQ | As always, everything was great and well organized. Stacy Bush and his business personnel have always been very courteous and efficient. Debbie and I have been well pleased with the Bush Wealth team. | |||||||||||||||||
42 | Current Client | No | No | July-25 | NA | Testimonial IQ | Great service as always. | |||||||||||||||||
43 | Current Client | No | No | July-25 | NA | Testimonial IQ | My experience was first class as always. | |||||||||||||||||
44 | Current Client | No | No | March-25 | NA | Please extend my many thanks again, and appreciation, to Stacy and Brad for showing such kindness, patience, and respect to my daddy. There is special calmness and grace about this financial firm, and I recognize it as the Lord's blessing upon you all. | ||||||||||||||||||
45 | Current Client | No | No | January-25 | NA | Suvey | I always appreciate that the staff is knowledgeable and so willing to help. | |||||||||||||||||
46 | Current Client | No | No | January-25 | NA | Survey | We totally trust him and know Kent has our best interest at heart! | |||||||||||||||||
47 | Current Client | No | No | January-25 | NA | Survey | We have a valued relationship with everyone on the Bush team. No matter what our question might be, someone is always readily available to professionally and cordially take care of us. | |||||||||||||||||
48 | Current Client | No | No | January-25 | NA | Survey | Stacy always follows through on what he says he will do. He also helps us make financial decisions that don't impact our portfolio. We trust his input! | |||||||||||||||||
49 | Current Client | No | No | January-25 | NA | Survey | My experience with Bush has been awesome. They are very responsive, super friendly, and I feel totally safe with my investment portfolio with them. They provide detailed information on the status of my portfolio and always answers any questions I have | |||||||||||||||||
50 | Current Client | No | No | January-25 | NA | Survey | Bush employees are always up to date, courteous and so helpful when I have questions or need help concerning my account. I appreciate them so much! | |||||||||||||||||
51 | Current Client | No | No | January-25 | NA | Survey | Questions answered promptly and fully. Relationships are usually good if the client is making money short term and long term- which we are. Staff knows your name and are very polite. Events are enjoyed by all, well planned, with great food. Well done in all aspects. | |||||||||||||||||
52 | Current Client | No | No | January-25 | NA | Survey | they seem to be monitoring the situation well | |||||||||||||||||
53 | Current Client | No | No | January-25 | NA | Survey | Advisor is attentive to client needs. Advisor shows concern for clients needs. | |||||||||||||||||
54 | Current Client | No | No | January-25 | NA | Survey | Very friendly and keeps me informed of any needed chamges. | |||||||||||||||||
55 | Current Client | No | No | January-25 | NA | Survey | Kent has been responsive and helpful every time I have needed him. | |||||||||||||||||
56 | Current Client | No | No | January-25 | NA | Survey | I'm very happy with the way Aaron and everyone else has handled my account. | |||||||||||||||||
57 | Current Client | No | No | January-25 | NA | Survey | I'm very pleased with everyone at bush wealth. They are professional in all aspects of everything they do. | |||||||||||||||||
58 | Current Client | No | No | January-25 | NA | Survey | Available when I have questions or concerns. | |||||||||||||||||
59 | Current Client | No | No | January-25 | NA | Survey | Always personable, accessible, and professional. You have done a great job choosing your staff. Always great to be around everyone. Thanks | |||||||||||||||||
60 | Current Client | No | No | January-25 | NA | Survey | Stacy has always taken the time to talk with us. We have had several other advisors so we can compare him as well as associates with other investment advisors. | |||||||||||||||||
61 | Current Client | No | No | January-25 | NA | Survey | I have been very satisfied with the level of service and attention to detail so far. | |||||||||||||||||
62 | Current Client | No | No | January-25 | NA | Survey | I just like the way business is handled | |||||||||||||||||
63 | Current Client | No | No | January-25 | NA | Survey | Any change in the distribution of my TOD is quickly made and any question I have about the investment is quickly answered. I have been graciously treated with all the contacts, whether I lived in the area or since I moved back to West Virginia. | |||||||||||||||||
64 | Current Client | No | No | January-25 | NA | Survey | Very knowledgeable and easily accessible. Seems to have my best interest at heart. | |||||||||||||||||
65 | Current Client | No | No | January-25 | NA | Survey | They communicate well and often. | |||||||||||||||||
66 | Current Client | No | No | January-25 | NA | Survey | The Bush group has always gone above and beyond to help with any situation. The entire staff is joyful to work with. | |||||||||||||||||
67 | Current Client | No | No | January-25 | NA | Survey | always available | |||||||||||||||||
68 | Current Client | No | No | January-25 | NA | Survey | You have provided excellent , professional and individualized services to me and now to my children as well. | |||||||||||||||||
69 | Current Client | No | No | January-25 | NA | Survey | Bush Wealth is a great company with a lot of great professional people. | |||||||||||||||||
70 | Current Client | No | No | January-25 | NA | Survey | Great professional personel | |||||||||||||||||
71 | Current Client | No | No | January-25 | NA | Survey | I always enjoy going to see everyone at Bush Wealth Management. Everyone is so cordial and friendly while keeping our best financial interests at heart. | |||||||||||||||||
72 | Current Client | No | No | January-25 | NA | Survey | The entire staff provide personal, professional attention. Questions are answered promptly and there is efficient follow up on requests | |||||||||||||||||
73 | Current Client | No | No | January-25 | NA | Survey | they are always ready to help me with any questions I might have. They provide immediate and friendly service They have done very well by me with my IRA and I trust them to continue to do so | |||||||||||||||||
74 | Current Client | No | No | January-25 | NA | Survey | My advisor is aware my current life status and my future plans. I trust him to help me make the best choices and decisions concerning my investments with the available resources in order to maintain my current lifestyle. | |||||||||||||||||
75 | Current Client | No | No | January-25 | NA | Survey | They are very helpful and listen to what my goal is | |||||||||||||||||
76 | Current Client | No | No | January-25 | NA | Survey | The Bush Wealth Team is always on the same page, you get consistent, complete and knowledgeable answers to all your financial questions | |||||||||||||||||
77 | Current Client | No | No | January-25 | NA | Survey | I'm very thankful for Bush Wealth Management. They value their clients and it shows. | |||||||||||||||||
78 | Current Client | No | No | January-25 | NA | Survey | You guys provide excellent customer service, timely communication and great advice! | |||||||||||||||||
79 | Current Client | No | No | January-25 | NA | Survey | They have been available anytime I had a question. | |||||||||||||||||
80 | Current Client | No | No | January-25 | NA | Survey | Every time I have a question, it is answered. We have our regular updates with your office. We never feel forgotten | |||||||||||||||||
81 | Current Client | No | No | January-25 | NA | Survey | The advisors are easily accessed and ready to assist. | |||||||||||||||||
82 | Current Client | No | No | January-25 | NA | Survey | I have trust they are working for me. | |||||||||||||||||
83 | Current Client | No | No | January-25 | NA | Survey | The Advisor provides adequate communication. | |||||||||||||||||
84 | Current Client | No | No | January-25 | NA | Survey | Very comfortable with Kent's logic behind his advice. | |||||||||||||||||
85 | Current Client | No | No | January-25 | NA | Survey | They are just all around great | |||||||||||||||||
86 | Current Client | No | No | January-25 | NA | Survey | Friendly, professional service. What you would expect for the fees charged. Investment results are very average and not deserving of glowing ratings | |||||||||||||||||
87 | Current Client | No | No | January-25 | NA | Survey | Very helpful and knowledgeable. Listens to your goals / objectives then gives recommendations or suggestions. | |||||||||||||||||
88 | Current Client | No | No | January-25 | NA | Survey | I am new to the firm, but I have found my financial advisor available and ready to answer questions and help research options. | |||||||||||||||||
89 | Current Client | No | No | January-25 | NA | Survey | You follow up with us. Phone review and materials have been sent to us. A few years ago, I was going to transfer some funds into Bush. They said to wait a year, so I wouldn't have an early withdrawal penalty. Cards on anniversaries and birthdays. | |||||||||||||||||
90 | Current Client | No | No | January-25 | NA | Survey | Professionalism and communication | |||||||||||||||||
91 | Current Client | No | No | January-25 | NA | Survey | I am not 100% sure my investments are treated the same as the investors treat their own | |||||||||||||||||
92 | Current Client | No | No | January-25 | NA | Survey | The interaction is simply an update of the standard bucket investment portfolios. The individual, unique strategic management of the account isn't very apparent. | |||||||||||||||||
93 | Current Client | No | No | January-25 | NA | Survey | Bush Wealth Management staff are all so professional, knowledgeable, with winsome personalities and a willingness to help. I deeply appreciate that I'm always able to talk to humans within a reasonable time frame. | |||||||||||||||||
94 | Current Client | No | No | January-25 | NA | Survey | My advisor helped me find my way out of a divorce and plan for my future. He is always there to answer my questions | |||||||||||||||||
95 | Current Client | No | No | January-25 | NA | Survey | I have no issues with the services. Being in a different tone zone makes it very difficult to schedule meetings. | |||||||||||||||||
96 | Current Client | No | No | January-25 | NA | Survey | Communications are good | |||||||||||||||||
98 | Current Client | No | No | September-24 | NA | The staff at Bush Wealth Management is always pleasant, helpful and knowledgeable. If they don't have the answer for you, they will find one in a timely manner. I am newly retired and they have given me advise on all aspects of retired life. Big shout out to Carlee, who goes above and beyond (with a smile). | ||||||||||||||||||
103 | Current Client | No | No | February-24 | NA | Survey | Discusses all areas of investments and answers any area of concerns in a manner easily understood. A warm, friendly environment. | |||||||||||||||||
104 | Current Client | No | No | February-24 | NA | Survey | I always appreciate that the staff is knowledgeable and so willing to help. | |||||||||||||||||
105 | Current Client | No | No | February-24 | NA | Survey | We totally trust him and know Kent has our best interest at heart! |