BirdRock Wealth

"Bird Rock is amazing! They are trustworthy, honest, professional, and they walk their talk 100%. I highly recommend them!"

"Steve and his team are top notch financial advisors. If there were more stars I could give this company I would. This company is very trust worthy and they take great care of their clients. They provide excellent service and stand by their word. They have been doing business for many years and follow the market everyday and really keep their finger on the pulse of the market to make sure they are helping educating their clients in making sound and life long decisions. I'd recommend Steve and his team to anyone and everyone looking!"

"I've been investing for over 25 years, even did Day Trading for a while. Now that's a lot of work, especially researching. Found Birdrock when we moved close to the Austin Area(Lake Buchanan). Was tired of sitting in front of a computer for hours each day, especially since I'm retired. But who will treat my portfolio as good as I can do? Didn't want your basic Broker handing it of to Mutual funds letting someone else do the work and paying twice the fee, or small time investments they would attempt at once a year, if you're lucky twice. Then I found Steve and Stephanie. No more worries! I have gone through several investors over the years but no one works harder than this firm. Making changes(sometimes several weekly) and seeking new companies on the rise(and they too also have skin in the game), getting me a return(9-17%) that I can really boast about, and even refer to some of my friends! Keep up the good work Y'all!"

"Steve is a great guy, trust worthy, and he let you do anything that will compromise you financially. He has a great team and is always responsive when I have questions. Since, seeing him, I have seen my debt ratio go down and it's been much less financial stress."

"I've been with BirdRock Asset Management just short of 10 years now, and thought it was time (as they say "Step up to the Plate") to let others know how satisfied I am with this investment firm. They have integrity and are very skilled with money management. As my money manager, Steve Levy, is not unilateral in his decision making with my account;  instead he makes suggestions, we discuss my options, and we move on from there. With all of us facing these uncertain economic times, it's comforting to know that I can depend on this investment firm. This comforting factor is facilitated by periodic communication with Steve in times where different investment strategies need to be addressed. In closing it would be very fair to say that my portfolio has done well with this investment firm."