Wellington Investment Advisors

I have worked with Wellington Investment Advisors for 15+ years. Ten + of those years were prior to retirement and the last five in retirement and in another state. I have always been given the utmost respect and care. The staff is easily accessible and they schedule regular meetings between me and Paul Bullock for review of my accounts as well as helping to prepare me for the future. If you are considering an investment advisor whom you can trust this is absolutely the group!
Sep 14th, 2022

We have enjoyed many years of careful and detailed conversations with Wellington Advisors concerning the status of our investments, and adapting our portfolio to match our comfort zone for risk and social philosophy. The results have been spectacular, with our annuity income meeting our needs, and the entire retirement portfolio balanced between annuities and investments in such a way that the total value has basically doubled in the decade since our retirement. We had expected our RMD's to regularly decrease our portfolio, as most investment plans suggest, but despite taking out the RMD's on schedule, the successful management of our portfolio value by Wellington has basically made those reductions invisible. We are more than satisfied, actually delighted, with our ongoing experience with Wellington.
Jul 1st, 2023

Paul brings many years of experience observing and administering investments through many turbulent economic cycles. All of his experience eases my anxiety about the success of my present and future investments. He knows I ask pertinent questions about current economic conditions that drive his investment suggestions, and he takes great care to explain what he's done and why. Paul's a great guy with a terrific team working with him. He's easy to talk to, and he laughs at my jokes.
Jun 4th, 2022

Paul has been our financial advisor for several years. He helped put our investments and pension funds on a solid foundation before we retired and then skillfully guided us into retirement. At each step along that journey with him, he has always worked very hard to understand our financial goals and very creatively and knowledgeably to help us achieve them. We also appreciate his sense of humor and his extremely competent and helpful staff. Both make working with him even more of a pleasure. In these tumultuous financial times, we trust Paul to give us the information and advice we need to make the most of our resources.
May 22nd, 2022

Mr. Bullock and his staff always have provided clear explanations of our financial options, suggestions based on their experience, and timely responses to our questions and needs. We trust them. Mr. Bullock helped my wife and I move our investments from a university-based retirement system to a more personalized system over which we have more personalized, independent, and precise control.
Mar 8th, 2022