Testimonials
Testimonial #1:
"My wife and I have been clients for nearly 4 years and we have been very pleased. The staff is fabulous always doing everything thing to make you feel as though you're their only client. Scott is very receptive to thoughts and questions and gives the same thorough evaluation that he does in the weekly commentary. After our fourth year working together with Scott, my wife and I felt confident enough to begin giving to charities and support a local group to end homelessness in our community."
Sincerely,
Robert & Rhonda
Testimonial #2:
"Scott Barcomb and his team have been our advisors for over 7 years and continue to deliver excellent financial performance and quality service whenever we need support to meet our retirement goals.
We appreciate the quarterly meetings and weekly commentary to make sense of challenging market dynamics and have confidence in knowing we are in confident, steady hands."
The Deona’s Lakewood Ranch
Testimonial #3:
"I moved to Florida 6 years ago and I needed to find a new financial advisor. I had been with my previous advisor for 25 years and had built up a great relationship of trust with him. I wanted to find someone I could have that kind of relationship here in Florida. I am happy to say I found that person in Scott Barcomb. I have found Scott to be well informed about the markets and future trends. Scott's "Weekly Commentary" about market activity and his feelings about upcoming trends are always informative. I also like his investment strategies. He also has a fantastic support staff. Scott has earned my trust, and I hope to be doing business with him for many more years."
Gary H.
Testimonial #4:
"We’ve been working with Scott Barcomb and the Barcomb team for over eight years now. Everyone at Barcomb Asset Management has been a pleasure to deal with. When we call with questions, we receive answers in a timely fashion which is important to us. Everyone on the staff is ready to provide the information we request. The staff is knowledgeable, but if there is something anyone is not sure of, they make certain Scott gets in touch with us to ensure we are comfortable. In addition, and perhaps most important, we feel we’ve received good advice from Scott which has helped our portfolio grow, we are happy to say."
Deb and Jim M.
Testimonial #5:
"We have been with Scott for over four years having transferred from a large investment bank who constantly tried to steer us to invest in their proprietary products and alternative investments. Scott took the time to understand our investment goals and risk tolerance and implemented a strategy that aligned with our goals…He is readily accessible, we meet on a quarterly basis, and modify investment positions as needed. I highly recommend Scott and he can provide you with my contact information if you wish to have a personal discussion."
Ron and Jan S.
Testimonial #6:
"We have worked with Scott and his office for the past ten years. This continued close association should and does speak for itself, but we should elaborate. Not only are we happy with our financial success with Barcomb Asset Management, we are impressed with our personal interactions with this office.
Input from Scott via phone calls as well as his weekly letter is both educational and spot on. Working with the office staff is not only easy, but very enjoyable.
We feel valued as clients, appreciated as investors and very happy with our experience."
M Sheila M., MD
Roger J O., Esq.
Testimonial #7:
"Rose and I have been clients of Scott Barcomb for more than 17 years. So we have seen his solid results in both up and down markets. He takes the time to listen and understand our particular situation and financial goals. He is very sensitive to the management of risk. He has put together a helpful team, some of whom have been with him longer than we have. We hope to be with Barcomb Asset Management many more years."
Richard P.
Testimonial #8:
"I have been a client of Barcomb Asset Management for about 17 years. During this time my account has experienced phenomenal growth. At the beginning, Scott and I discussed different investment strategies and we mutually agreed upon an aggressive approach which we still employ today. I highly value Scott's Financial acumen and recommendations. Due to Scott's judgment and keen perception of the Stock Market, I am pleased to share that my retirement account as of December 2025 grow net of large RMD withdrawals each year."
WDR
Testimonial #9:
"Scott Barcomb and his team at Barcomb Asset Management have managed my financial assets for many years. Both my wife and I have been very happy with all aspects of the relationship including performance, risk management, service and timeliness. His staff works hard to ensure we are well taken care of.
I very much enjoy his weekly Commentary which gives a thorough view of all the factors impacting financial performance
I would recommend Barcomb Asset Management to anyone needing financial advice and Management."
David T.
Testimonial #10:
"I have recently completed the process of moving my investments to Barcomb Asset Management. It was not an easy decision, and it took me several years to make the final transfer. It was a big decision to change investment management, and I tend towards caution in such matters.
Compared to my previous asset management firm, Barcomb offers a a highly personalized service, and it took me a while to recognize the value of that difference, to me.
A key driver of this personalized service, is the outstanding office staff. Barcomb Asset Management provide friendly, prompt and, and most of all, proactive, handling of our financial matters, The staff offers excellent service, giving me confidence that I will get regular reports, answers to my questions, and response to my concerns, quickly and effectively. I attribute this largely to the highly competent and experienced office staff that Barcomb has assembled.
Scott Barcomb, himself, is part of that highly personal service. By regularly meeting with us and explaining his thinking, and through his Weekly Commentary, I grew confident that my investment choices with him were the right ones for my situation. He speaks with common sense and in non-technical jargon, so that we can understand what is going on.
I am not so naive as to believe that we will always have positive investment results. However, I am confident that Scott and his firm will be be on top of any issues, and quickly assemble strategies to address more difficult times. I can’t ask for anything more.
I am very pleased with our decision to change our investment management firms."
Mark C.
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This client was not compensated for their testimonial. This testimonial may not be representative of the experience of other clients. This testimonial does not provide guarantee of future performance or success.
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