Briggs & Lancaster PC

Reviews

• ★ ★ ★ ★ ★
  The business is located in a very unassuming strip center. All of my interactions have been with Cody Siebert of Briggs & Siebert (I understand that Lancaster passed away a few years ago.) It is interesting how my husband and I came in contact with Cody: four years ago, I got to know Cody as my teen daughter's dressage horse riding instructor. Cody's keen eye for observation and integration of horse anatomy, herd behavior, and riding technique were things that I had not seen with other horse instructors. Slowly, I learned that horse riding instruction was a hobby and that her primary occupation was as a financial advisor. After two years of watching and interacting with Cody, I decided to trust her with some of our money. I think Cody has experience, an ability to teach why and what she is doing with your money and proactive. My husband and I work with 2 other financial advisors and so are not new to the experience of being clients to a financial consultant. Rather than present a lot of business industry specific terminology, she presented concepts in a very understandable way: each dollar is assigned a specific task, either as a short term, mid term or long term dollar. Don't get angry that your short term dollars are not giving you performance that you would expect out of a long term dollar... Over time, she introduces terminology and other concepts. The monies that my husband and I have entrusted Cody with has grown in amount. I am happy with my decision to include Cody as part of my financial planning.
  By Sandra Gee, January 01, 2018
• ★ ☆ ☆ ☆ ☆
  This review is LONG over due, but i am just getting around to writing it. Had these guys doing my books for a few years on a small business. They were paid monthly and even after they stopped doing them continued to charge my card. It was a fight with visa to get reimbursed. Left because i realized they were not actually inputting all expenses properly yielding incorrect tax deductions. Be careful!
  By Tarin Williger, June 15, 2017

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