Pine Grove Financial Group

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Bob Coe

via Google

I'm being advised by Mike Babicz at Pine Grove Financial Group and have been extremely satisfied. I've known Mike since high school, and he's the type of thought partner you want when making decisions about your financial future. He's hardworking, level-headed, and genuinely invested in his clients. Our conversations around portfolio allocation and tax strategy have been particularly valuable. One thing that sets Pine Grove apart is the breadth of professional services they can connect you to. They've linked me with estate planning (legal) and CPA services that were both competitively priced and high quality - something I truly appreciate, as those referrals can be hit or miss. There's no additional fee for any of this; it's simply part of how they serve their clients. I'd highly recommend Mike to anyone looking for a trustworthy and well-resourced financial advisor.

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Jack Thorne

via Google

although only briefly, I've had a great experience with Mike at Pine Grove. He's helped steer me in the right direction and teach me more about my own finances. Would recommend!

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Marty Barris

via Google

I've had the pleasure of being a customer of the Pine Grove Financial Group for over 10 years. Matt Gulbransen is our most excellent advisor. They take the time to get to know you as a client and to understand your interests and goals. As we now live out of state, we utilize Zoom meetings to stay updated with Pine Grove regarding our investments and financial needs. My wife fully trusts Pine Grove, that should something happen to me, Pine Grove will continue to provide the advice and financial management that she needs. I am happy to say that Pine Grove and Matt are lifetime partners with us regarding our financial needs.

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Dawn Francis

via Google

We have had a very positive experience with Pine Grove Financial Group and our advisor, Mike Babicz. Mike guided us in organizing our finances, referred us to an excellent lawyer for estate planning, connected us with a skilled tax accountant, and assisted in consolidating and managing our retirement accounts. He explains complex financial concepts clearly and is a joy to work with. Together with the team at Pine Grove, Mike has given us real confidence in our financial situation and future outlook.

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Barry Rosell

via Google

I switched to Joel Baumgarten at Pine Grove several years ago now per high recommendations from colleagues. Joel worked closely with us to navigate a complicated medical situation . He is one of those rare people who genuinely seems to know something about EVERYTHING financial you bring up or are concerned about, but is down to earth in answering the ‘dumb’ questions and explaining in terms I or my wife can understand. I feel like Joel considers us friends and colleagues planning our future together, rather than “customers”. And I am very comfortable in his advice for both investing and tax-planning. I’ve attended several “free seminars” and consultations with other advisors recently, and none had the breadth of knowledge or ability to communicate confusing topics as well as Joel. I feel fortunate to have been directed his way!

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Wendy Miller

via Google

My experience with Pine Grove Financial Group and my advisor, Joel Baumgarten, has been outstanding. I worked with Joel when he was at a larger corporate firm and was impressed, so when I heard he left the other firm, I contacted him and switched to Pine Grove (our relationship goes back at least 10 years). Their personalized strategy model complemented by tax support is so much better. Joel has vast industry knowledge and uses a very personal & caring approach. He prioritizes getting to truly know you so the right investment and tax strategy can be put in place. I've always been very conservative & emotional about investing. Because of the time Joel & his team have spent educating me, my approach has changed and my portfolio has improved significantly. I am happily retired and living life! If you want a financial team with great experience & knowledge along with a personalized approach, I highly recommend Joel and Pine Grove Group!