BayBridge Capital Group - Pleasanton, California

craig F.

My wife and I have recently had the pleasure of discussing our financial plan with Kevin at BayBridge. We were quite impressed with Kevin's professionalism, compassion, and knowledge. In addition, he is a patient and gifted teacher, helping us better understand our present status, while generating multiple, creative options for success moving forward. We came away from our first two meetings with the utmost confidence and positivity regarding our finances. We now have a very vivid picture of our future, our choices, and guided, well-constructed next steps to follow in the months and years to come. The feeling we walked away with was literally euphoric. It is not possible to recommend BayBridge more highly; they are absolutely awesome!!!

Rafael Z.

Kevin and his team at BayBridge Capital Group are truly best! They heard our needs, concerns, future goals and constructed an amazing game plan for my wife and I for our financial future. We feel empowered, stress free from finances which hasn't been the case. The entire staff is very responsive, detail oriented, timely, and efficient! You know you're in the right place after your initial conversation with this team. Thank you Kevin & BBCG team!

Robin P.

We've been working with Kevin Batstone and the BayBridge Capital team for the last 3 years. We have found them to be nothing but professional, knowledgeable and exceptional within the financial planning world. Kevin has guided us through our current & long term financial planning, & strategies as well as he continues to educate us on market trends as it relates to our own personal situation. Kevin is the most down-to-earth person that he makes talking about our finances easy & enjoyable. Kevin has excellent customer service and when we have specific questions, he is readily available with sound recommendations and guidance. We feel lucky to have such a high powered team working on our behalf!

Daniel K.

I've been working with Kevin and Eugene and BayBridge for over 5 years. I cannot say enough good things about how good they are. They take the time to understand my financial situation, risk concerns, and future goals. The on boarding process alone was so thorough that I had not experienced with any of my prior investment/financial advisors. In addition, he uses modern technology and I love utilizing his online platform which allows me to stay on budget while seeing my total financial picture at any given time. I would recommend BayBridge Capital Group in Pleasanton to anyone looking for certified financial planner or investment advisor

Jon J.

Finally!! A wealth management firm that places MY financial needs above its own! The team at BayBridge Capital Group treats me as if I am their sole client, although that is far from the case. Without fail, I receive prompt, accurate responses to my inquiries and my financial advisor always makes the complex world of investment strategies easier for me to understand.

I may not fully grasp all the intricacies of how my portfolio works—much the same way I don’t know all the mechanics of how to repair my car—but I Do know when things are running right. I am very glad to have found BayBridge to keep my finances running smoothly!

Delana J.

We are SO fortunate to be BBCG clients! Not only is all the staff friendly & welcoming, each member of the team is highly knowledgeable and customer-oriented. Kevin Batstone & Eugene Gurevich head up a multi-faceted organization which truly is the epitome of their combined efforts to provide outstanding service in financial planning as well as coordination with an insurance specialist, tax CPA, etc. My husband & I have never been kept so well-informed re: our portfolio as we are with BBCG.

Because transparency is a vital piece of their genuine commitment to a “new school, old soul” approach, we are invited quarterly to review every aspect of our current and long-range goals/overall status. This extraordinary effort to keep us apprised also includes a personalized packet & power point presentation! Additionally, we receive email newsletters addressing pertinent national/international market trends.

Kevin and Eugene are dedicated to “doing the right thing” with clients And within the community. For example, each December they sponsor a “Give Back” event in which all clients are invited to participate. One year (and in One day) we built 150 new bicycles for needy children; another year was about preparing 150 adult/children’s backpacks with personal items for distribution. Every year people express excitement and ask “What are doing Next year?”

In summary, not only are we fortunate As clients but very proud to Be clients at BayBridge Capital Group!

Accounting G.

Eugene and his team at BayBridge Capital have been great advisors for our 401k company plan. Their review and streamlined documentation process is terrific compared to our previous advisors.

Stephen Liu
MicroMenders

GARRY P. M.