Birch Investment Management, Brookings, SD

Brian has been extremely helpful as I have transition into retirement. He is quick to understand my financial goals and always provides timely and relevant feedback. He is a pleasure to work with and manages my investments to match my short-term and long-term goals. Best of all, I trust his advice which maximizes my ability to enjoy retirement and minimizes my stress. In addition, Brian asks questions that go beyond my investment portfolio to ensure that I am not overlooking other aspects.

Brian has been amazing to work with over the last few months. He strategically worked with our portfolio to provide us the best rate of return based on our risk appetite. We are so thankful for his clear and concise communication methods. Highly recommend Brian!

Brian at Birch Investment has managed our portfolio very well for nearly 10 years. His efficiency and proactivity has paid off as our return on investment has been strong. The tools he uses are handy for communicating and he is always ready to discuss questions. We are thankful for his service in this realm and continue to trust his expertise!

Brian is absolutely fantastic... incredibly knowledgeable and completely trustworthy. He is professional and organized, and he is very accommodating, making correspondence as easy as possible. He treats his clients like friends and family. Thanks, Brian!

Brian was very helpful with understanding my Social Security benefit options. He was able to show us different options and which would be most beneficial. I was very impressed with how thorough he was in the documents he provided us.

Brian has been amazing to work with over the last few months. He strategically worked with our portfolio to provide us the best rate of return based on our risk appetite. We are so thankful for his clear and concise communication methods. Highly recommend Brian!

Brian has been extremely helpful as I have transition into retirement. He is quick to understand my financial goals and always provides timely and relevant feedback. He is a pleasure to work with and manages my investments to match my … More

Brian at Birch Investment has managed our portfolio very well for nearly 10 years. His efficiency and proactivity has paid off as our return on investment has been strong. The tools he uses are handy for communicating and he is always ready … More