Bridgeview Capital Advisors Inc - David N. Waldrop, CFP - El Dorado Hills, California

Información sobre Bridgeview Capital Advisors Inc - David N. Waldrop, CFP

Bridgeview Capital Advisors Inc, dirigida por David N. Waldrop, CFP, es una entidad financiera reconocida con sede en 5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762, Estados Unidos. Esta empresa ofrece servicios de planificación financiera y asesoría financiera, guiada por un profesional altamente calificado y experimentado.

Para aquellos interesados en establecer una relación de confianza con un planificador financiero de calidad, Bridgeview Capital Advisors Inc es una excelente opción. Su teléfono es 916-235-6857, y para una consulta mÃs detallada o para solicitar una cita, se recomienda visitar su pÃgina web bridgeviewadvisors.com. Esta pÃgina web no solo proporciona información detallada sobre sus servicios, sino que también ofrece la comodidad de navegar desde cualquier dispositivo.

Es importante destacar que Bridgeview Capital Advisors Inc cuenta con instalaciones accesibles para personas con movilidad reducida, incluyendo acceso para sillas de ruedas, aparcamiento adaptado para sillas de ruedas y aseos adaptados para sillas de ruedas. Esto asegura que todos los clientes puedan ser atendidos con la misma calidad y dignidad.

Las opiniones de los clientes sobre esta empresa son muy positivas. Con un total de 33 valoraciones en Google My Business, la media de opinión es de 5/5, lo que refleja un alto nivel de satisfacción entre sus clientes. Esto es un indicador muy sólido de la calidad del servicio que ofrece David N. Waldrop, CFP.

Para aquellos que buscan orientación financiera, es altamente recomendable tomar en cuenta la experiencia y la calificación de David N. Waldrop, CFP. AdemÃs, la facilidad de acceso a la oficina y la atención a las necesidades de accesibilidad hacen que Bridgeview Capital Advisors Inc sea una opción confiable y conveniente.

👍 Opiniones de Bridgeview Capital Advisors Inc - David N. Waldrop, CFP

Mark H.

5/5

David has been my financial advisor since he started his company, I don't remember exactly when that was, but it's been at least twenty years. Over those years he has helped me build a significant portfolio of investments to allow me to enjoy a comfortable retirement for me and my family. We started a game plan those twenty or so years ago constantly tweaking it along the way to best suit my needs and make changes in investment strategies as the market dictated and as I got closer to retirement. He is constantly doing his thing behind the scenes making sure my investments are in the proper places and constantly increasing in value. David is as committed to his job as anyone could be, always looking out for my best interests. He is extremely hands on and always available when I need advice, or if I have questions with immediate responses to emails or phone calls.
David truly cares about me in a personal way, and I have complete trust and faith in every single thing he does for me.
If you are looking for a trustworthy financial adviser, you do not need to look any further, David Waldrop at Bridgeview Capital Advisors is where you want to be.

Nicole E.

5/5

David is awesome! I’m so grateful for our partnership and his support in guiding my family and I with our financial goals for the present and future. He’s extremely personable, trustworthy, thoughtful, and knowledgeable (always going above and beyond to explain in ways that make sense to me). I would highly recommend David any day and so thankful for his support.

Katie S.

5/5

David has been an incredible support for me as a younger investor. I feel truly guided and supported by him as we set realistic goals that align with my financial stability and growth. David has also been at times like a financial therapist, always there to help me through any worries or concerns I have. I'm so grateful to have someone I trust looking out for my financial future. He’s extremely thoughtful and always takes the time to explain my one-off questions in a way that makes perfect sense. Couldn't ask for a better partner.

vicky W.

5/5

David has been our financial guy for over 20+ years! He has your back with great financial advise and assisting with transitioning into retirement! Highly recommend you to give David a call to assist you with all your financial needs!

J S.

5/5

I have had the privilege of knowing David both personally and professionally going on four years and during this time, I have had many opportunities to be around him and his family, and I hold them in the highest esteem. David is an outstanding financial advisor whose integrity is unparalleled. He approaches his work with the honesty and trustworthiness that are essential in his field. David is an exceptional listener, always taking the time to understand his clients' needs and goals. He is incredibly smart and humble, making complex financial concepts easy to understand. His passion for helping others achieve is truly inspiring. If you are looking for a financial advisor who embodies honesty, intelligence, and dedication, I highly recommend David.

Holly M.

5/5

I've had the pleasure of working with David for 8 years and every interaction with him has been exceptional. He provides outstanding customer service and my finances have benefited greatly from knowledge and expertise. He's a delight to work with and I highly recommend him.

Debra M.

5/5

David Waldrop is the best. He explains everything in detail so I can easily understand it. I trust him 100% with his recommendations and to keep my portfolio growing.

V. K.

5/5

David has always had my best investment interests in mind. He listens to my concerns and ideas. He is always available for my questions and has always made me feel my investments are safe and looked after. I feel he has always provided an extremely professional execution with my accounts but still has a personal touch when working with him. I have never felt like just a client, rather a good friend who has someone that really cares about me and my money.
I have always enjoyed working with David and couldn't give a higher recommendation of his office!