Brett is so wonderful and helpful and very very kind. I always get really great advice from him concerning my money.
- Price assessment: Reasonable price
- Services: Financial plan, Retirement savings consulting, Investment advising

Google reviewers rate Blair Financial Advisors five stars based on twenty-four reviews, noting the firm does not reply to comments. Customers describe the staff as professional and friendly, highlighting their patience in explaining complex investment and retirement strategies. Recurring themes include personalized advice, clear communication, and a family-oriented approach that makes clients feel comfortable. Reviewers frequently mention long-term relationships, account growth, and responsiveness, with no common criticisms evident in the provided excerpts.
Data from Google, last updated October 25, 2026.
Reviews from Google, shown as published (original wording, unedited).
Brett is so wonderful and helpful and very very kind. I always get really great advice from him concerning my money.
Blair Financial Services is professional, friendly, and easy to work with. They clearly care about the people they serve and have built a great reputation in the community. Definitely worth reaching out to if you’re looking for knowledgeable, responsive financial professionals.
What I really like about Blair Financial is that they listening first and try to understand my thoughts about my account , and not rushing through the process, caring about me and my family…..
Brett at Blair Financial Advisors is an excellent listener and knows the value of getting to know me and what my plans are! Gives amazing support and advice!
Brett and Jheri are very kind professionals who go the extra mile for their clients. I highly recommend them for retirement planning!
My husband and I have been investing with Brett for several years, and our experience has been wonderful. I used to feel that investing was too complicated for me, but Brett always takes the time to answer our questions and carefully explain each step so that we feel comfortable and confident in the process. He really treats his clients like family, which makes a big difference. We are so grateful to have found him and his team, they have all been incredibly kind, supportive, and professional. We are excited to continue to work with his team for years to come.
Brett is a fantastic financial planner and advisor who eloquently explains the nuances finance management. He is very personable, and you can tell he very much enjoys his job. My wife and I have had complete peace of mind working with him over the past few years, and we plan to continue working with him for the foreseeable future.
My husband and I have had a great experience working with Brett. He was knowledgeable and confident in our strategy. He provided us an easy to understand explanation of our performance last year and we look forward to him handling our accounts for many years to come. Thank you!
Blair financial has been taking care of my and my wife’s account for many many years. We have nothing but respect and gratitude for all they have done for us.
I can’t say enough good things about working with Brett at Blair Financial Advisors. Brett has been awesome in helping my family and me plan our financial future. He’s made sure both of my kids are set up for success and has always been professional and incredibly easy to work with. Highly recommend Brett and his team’s services to anyone looking for a financial advisor who truly cares!