“I have enjoyed working with Burns-Fazzi-Brock. Their consultative services are efficient and their business insight is refreshing and sincere. My confidence in their knowledge and expertise is a major reason why we selected BFB as our partner.”

— Frank G. Carter | President & CEO | Member One FCU | Roanoke, VA

“Burns-Fazzi, Brock (BFB) has become a valued business partner for our Credit Union. Chris Burns-Fazzi and her team helped us “rescue” a retention plan that we acquired from another Credit Union service provider several years ago. Our plan was significantly under performing and we lost the expected benefit of providing retention and supplemental retirement benefits for our executive team. Working with our Board of Directors, Chris was able to restore the benefit we wished to provide for our key executives! I wholeheartedly recommend Burns-Fazzi Brock.”

— Michael J. Parsons | President & CEO | First Source FCU | New Hartford, NY

“In the ever complex world of executive benefits, having a partner like BFB was crucial in developing a program to assist in rewarding and retaining our executive team. BFB’s professionalism and knowledge of the ever-changing regulations we face helped our credit union put the best strategic plan in place to ensure our future growth. I have absolutely no hesitation in recommending BFB to any Credit Unions.”

— Teresa Freeborn | President & CEO | Xceed Financial CU | El Segundo, CA

“In today’s world of making a profit at any cost, providing lackluster service and not putting clients interest first, it is truly refreshing to work with Burns-Fazzi Brock. They truly have the client’s best interest as the central part of their business. The integrity, willingness to collaborate, superior products and exceptional service shown in every interaction is greatly appreciated by our Board of Directors and me. We highly recommend BFB.”

— J. David Christenson | President & CEO | Connexus CU | Wausau, WI