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Bucket List Wealth Management
8564 East County Road 466, The Villages, Florida, United States
About the Bucket List Wealth Management
Bucket List Wealth Management is a premier financial institution located at 8564 East County Road 466 in The Villages, Florida, United States. Our team of expert financial advisors is dedicated to helping our clients achieve their financial goals and fulfill their bucket list dreams. We offer a wide range of wealth management services, including investment planning, retirement planning, estate planning, and more. Trust Bucket List Wealth Management to provide personalized and comprehensive financial solutions to help you secure a prosperous future. Visit us today and start planning for the retirement of your dreams.
Photos of Bucket List Wealth Management
8564 E County Rd 466 Suite 203, The Villages, FL 32162, United States
Opening hours of Bucket List Wealth Management
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
Day off
Saturday:
Day off
Sunday:
Day off
Reviews of Bucket List Wealth Management
"My husband and I have had a great experience with caring, kind and extremely helpful investment advice. Cannot say enough good things about all the help they have given us through the years we have been with them. Everyone there goes above and beyond to make sure we are given the best advice."
"From the very first seminar my wife and I attended and every meeting since, we have been very impressed with Dan, Jean, Josh and their entire staff. They are all fiduciaries, which is rare in a brokerage firm, and they have all lived up to this responsibility in every way. We consider them as friends as well as advisors!"
"We started in 2018 and Dan Quirk and hiis representative, Joshua Cruz, have been nothing but outstanding. Joshua's passion for this business is obvious from the first moment we met him and his knowledge and thouroughness are impressive. In our opinion, one of the most compelling reasons we luv this company so much is how Joshua listens to both of us, asks questions do determine what we really mean and what we desire, restates our answers to us and then, explains the options we have to make our money do what we want. This is NOT a cookie cutter organization. The best financial advisors we have ever found. Thanks Dan & Josh! Bob & Donna"
"I was first introduced to Bucket List Wealth management through my parents as Bucket List helped to manage their investments. After my parents passed away, Bucket List was very helpful in transitioning the funds so I (as well as some of my siblings) decided to stay with them. They have always made time to meet when I/we had questions or concerns about the various funds and, as a fiduciary, I trust that they have my/our best interests in mind when making financial recommendations. I highly recommend them."
"I was referred to Bucket List Wealth from 3 of my friends that have used their services for several years. I then attended one of their luncheons at Brownwood at the Villages and was thoroughly impressed by this group. They offered me a review of my complete portfolio including a review of my taxes and my trust for no fees. I met with them several times to go over the results of their reviews and was very impressed by the outcome. As a result, I am changing my trust, and am more aware of the tax implications of my investments. In addition I realized that my previous investment company did not have my best interests at heart by charging excessive fees and having me in certain products that weren't right for my husband and I. As such I am in the middle of changing my investments for them to manage."
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