How to initiate an engagement or learn more!

To schedule a no cost, no obligation introductory call to learn more, or to see if we may be a fit for your planning needs, click the link below and we look forward to speaking soon.

 

Team Photo Winter 2024

Client Testimonial

Glen’s team has been invaluable in addressing both personal and business financial planning for me and my team, especially with our retirement plan. My team’s financial health is important to me, and Glen's calm presence and clear explanations have built my confidence in financial planning. He is a straight shooter who has intentionally built a team with diverse expertise that I trust completely. Babcock Financial gets straight to business, which I appreciate. As a CEO, many people tell me what I want to hear to earn my business, but Glen lays out different plans and addresses my concerns directly. His team is available, responsive, and transparent. Over the past 10+ years, Babcock Financial's support and attention have never wavered, and I couldn't be more grateful.

Christopher Leach, Client | Business Owner & Client
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.