BSG Advisers - Apex, North Carolina

Michael F.

I’ve been working with Laird and Bobby for some time now, and I’m consistently impressed with the level of service I receive. They are always available to answer any questions I have quickly and thoroughly, which brings me peace of mind knowing I can reach out whenever needed. Their explanations are clear and easy to understand, making even complex financial concepts feel approachable.

Laird and Bobby have been particularly helpful in offering insightful suggestions when it comes to rebalancing my portfolio and managing debt. I feel confident in the recommendations and the strategies they have helped me implement. Most importantly, their focus on long-term goals has been invaluable in helping me stay on track for my financial future.

Overall, I highly recommend BSGs services. Their expertise, communication, and proactive approach make BSG an essential partner in my financial planning.

Lynn F.

Bobby and Laird are consummate professionals. Not only are they great with our finances, they explain their suggested approaches in an extremely easy to understand way. They entertain all questions thoughtfully and provide well-considered responses. Highly recommend BSG for any financial planning needs.

Focus M.

We cannot express enough gratitude for the exceptional financial guidance we’ve received. From the very beginning, when we were starting from scratch, the team has been instrumental in helping us organize our finances.

What sets them apart is their ability to break down complex financial concepts into clear, actionable steps that we could easily implement. Whether it was budgeting, saving for future goals, or making smarter investment choices, their advice has been invaluable. Robert and Laird take the time to listen to our needs and tailored strategies that fit our unique circumstances, providing us with the confidence to make informed decisions now and for the future.

For them, there is no such thing as a bad question and their ongoing support has made a huge difference in our financial stability and peace of mind. They always make themselves available for us.

If you’re looking for trustworthy, knowledgeable, dedicated financial advisors, and fun group of people, we highly recommend this team. We would give them more stars if we could but 5 was the limit!

Erica G.

Laird and Bobby are fantastic listening and guiding us in our financial goals. We have used them since our 12 year old son was born and have followed them from their previous employer to BSG. They are knowledgeable and are able to give us any tough love we may need to ensure our financial health.

Nancy B.

BSG has been fantastic. They're patient, easy to talk to and explain strategies clearly. More importantly, they're planning has been a real game changer for us and it's the reason why we're not worried about our long-term financial health. Plus they're great guys!

Terry D.

Julie and I have been working with BSG for approximately one year, and we wish we had found them many years ago. Our experience with Bobby and Laird has been nothing short of incredible! They are extremely knowledgeable and genuinely care about our financial future. I can’t express how much we have learned about our own financial planning needs from them, and they have also become dear friends in the process. I cannot recommend them enough.

Paul N.

Laird and Bobby are true professionals. They have a wonderful sense of priority when it comes to financial situations and planning. They have definitely gotten us on the right track. We are very thankful to be their clients!

Alisha M. P.

Cannot say enough about how incredible these guys are with Financial Planning. We have worked with them for several years, offering strategies and creative thinking in ways we wouldn't have been able to come up with on our own. We always look forward to our meetings with them and feel fully trusting of placing our money in their hands.