What Are Our Clients Saying?
From Susan H.
"I first met Bonnie at a networking event over 10 years ago, and although I was not in need of a financial planner at the time, I knew I wanted to build a long lasting relationship with this remarkable person. It became crystal clear from the beginning that Bonnie's level of integrity was unmatched. The more we interacted in business, the more aware I became of her vast knowledge and long-term commitment to help people create peace of mind over their finances, both short-term and long-term.
Fast forward, as my "stressed-to-the-max about $" husband began to consider retirement, there was truly only one person that could put him at ease, Bonnie Staniewicz! With her keen ability to empathize with his fear, Bonnie is a master at asking the right questions to meet her client where they are, and create a plan that delivers on their lifestyle, dreams, goals, and concerns. Her witty humor and honesty makes change, or a talk about unrealistic goals, understandable.
Not only is Bonnie highly regarded, with many lifetime awards in her career, first and foremost, her heart-centered approach in caring for her clients is unsurpassed! And I am a happy wife, with a husband who is fully enjoying his retirement, instead of being paralyzed about his future."1
From Susan and Jay
"Over our twenty-year working relationship with Bonnie, we have always appreciated the genuine interest she has taken in the different stages of our family’s life, and the successful financial planning role she has played in helping us realize the goals we established. She has clearly defined professional boundaries and is good about reminding us that our choices need to be self determined. She is also adept at balancing our individual desires with our mutually agreed upon goals as a couple. Financial planning can be a stressful process, but Bonnie is always present and engaged, she listens well and always infuses meetings with good humor and sound advice. We have heartily recommended her services to many family and friends."1
From Tom K.
"I was a successful graphic designer (now retired). But not surprisingly, my expertise in finances was sorely lacking. I came to Bonnie through a
strong recommendation from a friend — and I can confidently state that after 19 years of being a client, I am blessed to have her on my side.
Year after year, she has guided my modest retirement account with solid analysis and logical steps towards my financial goals. Even with
wacky market trends, my nest egg has grown reliably. Bonnie has, and continues to be, a wonderful partner in my financial life."1
From the Morrisons
"We knew Bonnie was the perfect fit for our family after our initial meeting. She took the time to genuinely learn about us as individuals, our personal and financial goals as a couple, and our vision of financial freedom for our growing
family.
She thoughtfully took into consideration all aspects of our life with varying circumstances in our future to create a curated financial plan with guidance on how to make this a reality.
With Bonnie, you are working with a trusted friend ‐ someone you know has your best interest at heart and who wants the best for you. She is knowledgeable, personable, and an excellent listener. Knowing we have Bonnie on our side moving forward, makes us feel secure and ready for our
financial future. We are trilled to be a part of the First Anchor family."1
From Carolyn and Rick K.
"My husband and I first met Bonnie when she was just getting her business off the ground and we were recently married and yet to start a family. And here we are, still working alongside Bonnie many years later, as we count down the years to retirement and watch our daughters fly the nest into young adulthood.
Through it all, Bonnie has been steadfast and dedicated. She has provided the financial guidance we needed and counseled us through all the major lifestyle changes as our family grew and career directions changed. And she and her stellar team continue to help us move towards our long-term financial goals as we enter the ‘empty nest’ phase of our lives.
Bonnie’s sense of humor, warmth, loyalty and financial know-how make her an invaluable asset to us. And not only do we intend to continue our financial journey with her, but our daughters are now clients of hers as well!
We highly recommend First Anchor Wealth Management - Bonnie and her team are the best!"1
From Maureen M.
"After contemplating a switch in financial advisors for several years, we finally made the decision and are thrilled with the outcome. Bonnie and Johanna have provided invaluable support, guidance, thoughtfulness, and thoroughness in assisting with our financial planning as we approach retirement. We are extremely satisfied and grateful, and eagerly anticipate a lasting partnership as we progress through our pre-retirement and retirement years."1
From Bill S.
"Bonnie Staniewicz has been our trusted Financial Advisor since 2002, and over the years has counseled us in our financial decisions carefully, with a fine understanding of our short and long term goals. She has been part of major life decisions like buying a home, refinancing it, and achieving retirement security. She is a pleasure to work with, and we appreciate her candor, humor and guidance."1
From Karen B.
"My husband and I first met with Bonnie Staniewicz when he had a terminal illness and we wanted to make sure we were financially prepared. She was our perfect financial planner - professional, compassionate, kind, and knowledgeable. I have been a client ever since and have appreciated her guidance through investments for retirement, retirement, and
downsizing. "1
From Deb and Leila
"Bonnie Staniewicz has been our Financial Advisor since 1996. We have an excellent professional relationship that has grown stronger over the years. Bonnie has done an outstanding job for us. She listens carefully and remembers the details of our discussions. She has maintained regular contact with us, keeps us informed of any changes in the performance of our portfolio, anticipates the need for rebalancing our investments, and always offers options for our consideration. She is impressive in her stewardship of our account and is always available for consultation on questions we have had as we navigate the changes in our lives. She is an excellent translator of the language of financial matters, taking the time to ensure that we understand. Bonnie has a strong moral compass and a wonderful sense of humor. She has guided us through numerous market and life changes and has protected our assets. We have referred others to Bonnie and all have been impressed with her. We are grateful to Bonnie and her staff for their attention to our accounts and our needs. We look forward to working with this conscientious and knowledgeable person for many years to come."1
From Kathy Y.
"Bonnie has handled my work IRAs and investments for almost 20 years. She has safely guided me into retirement, feeling comfortable with the diverse investments she made over those years for me. Bonnie is thoughtful and kind, easy to work with. She senses what my financial concerns are and expertly handles my retirement investments with sound advice. I am unfamiliar with the research and work needed to be successful in investing, and trust Bonnie's guidance. Before retiring, Bonnie helped me realize what the importance of Long Term Health insurance would be to my future. She did the research and gave me several options to choose from. She is someone who cares for the well being of her clients. Bonnie's expertise, kindness and patience is the reason why I feel comfortable recommending her to friends. And at First Anchor, Bonnie has a helpful and knowledgeable staff as well."1