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

Address: 5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762.
Phone: 62356857.
Website: bridgeviewadvisors.com
Specialties: Financial planner, Financial advisor.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 33 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Bridgeview Capital Advisors Inc - David N. Waldrop, CFP

☎️62356857

⏰ Open Hours of Bridgeview Capital Advisors Inc - David N. Waldrop, CFP

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Bridgeview Capital Advisors Inc - David N. Waldrop, CFP

La Bridgeview Capital Advisors Inc, con dirección en 5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762, es una empresa que ofrece servicios de asesoramiento financiero de alta calidad en la zona de El Dorado Hills, California. La empresa es dirigida por David N. Waldrop, CFP, un profesional con amplia experiencia en planificación financiera y asesoramiento. En su página web, bridgeviewadvisors.com, se puede encontrar información detallada sobre sus servicios y cómo puede ayudar a los clientes a alcanzar sus objetivos financieros.

Características y servicios

La empresa ofrece servicios de asesoramiento financiero personalizado para individuos y familias, con un enfoque en planificación financiera, inversión y gestión de patrimonio. Los clientes pueden contar con un asesor financiero capacitado y experimentado que les brindará orientación y apoyo para tomar decisiones informadas sobre sus finanzas.

Ubicación y accesibilidad

La sede de Bridgeview Capital Advisors Inc se encuentra en 5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762, lo que la hace accesible para clientes de la zona. La empresa menciona que su entrada y estacionamiento son accesibles para sillas de ruedas, lo que la hace ideal para personas con discapacidad.

Opiniones y recomendaciones

Con un promedio de 5/5 estrellas en Google My Business, Bridgeview Capital Advisors Inc ha demostrado ser una empresa de confianza y de alta calidad. Los clientes han elogiado a su personal por su profesionalismo, conocimiento y dedicación. Si está buscando un asesor financiero confiable y experimentado, Bridgeview Capital Advisors Inc es una excelente opción.

Recomendación

Si estás buscando un asesor financiero que te ayude a planificar y gestionar tus finanzas, te recomendamos contactar a Bridgeview Capital Advisors Inc. Visita su página web bridgeviewadvisors.com para obtener más información y programar una cita con David N. Waldrop, CFP. Con su experiencia y conocimiento, estará en situación para ayudarte a alcanzar tus objetivos financieros a largo plazo.

Detalles de contacto

Dirección: 5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762

Teléfono: 62356857

* Website: bridgeviewadvisors.com

👍 Reviews of Bridgeview Capital Advisors Inc - David N. Waldrop, CFP

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

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!