Bridgeworth Wealth Management
101 25th Street North, Birmingham, Alabama, United States
About the Bridgeworth Wealth Management
Bridgeworth Wealth Management, located at 101 25th Street North in Birmingham, Alabama, is a finance institution that is now a part of Savant Wealth Management. The dynamic and experienced team at Bridgeworth is passionate about helping clients live with confidence and clarity, offering a unique culture of collaboration and innovation. With a focus on financial planning and investment management, the institution aims to help clients achieve their financial goals and align their wealth with their values. The team at Bridgeworth specializes in serving professionals and their families, guiding clients through life transitions and offering tailored planning experiences for high and ultra-high-net-worth individuals. With a commitment to providing unbiased, independent advice, Bridgeworth is dedicated to serving clients and their families for generations to come. Contact Bridgeworth Wealth Management at (205) 208-8700 for more information.
Photos of Bridgeworth Wealth Management
101 25th St N # 100, Birmingham, AL 35203, United States
Opening hours of Bridgeworth Wealth Management
Monday:
08:00 - 16:45
Tuesday:
08:00 - 16:45
Wednesday:
08:00 - 16:45
Thursday:
08:00 - 16:45
Friday:
08:00 - 15:00
Saturday:
Closed
Sunday:
Closed
Reviews of Bridgeworth Wealth Management
"The new Chief Financial officer lacks the customer service skills needed in this industry. If your account is small you are dropped. Even though the representatives are friendly the firm is not worth using. Not the same corporation as before."
"My financial planner is very good! Jenny knows me and anticipated my needs. Her management skills are excellent."
"Have nothing but praise for Bridgeworth and how they have helped us."
"David LeCompte does a great job listening to my goals and needs and customizing according to that. Always accessible if I have any questions. I have and will continue to recommend David to my friends and family!"
"My husband I recently started using Bridgeworth for our financial planning needs. We were long time customers of a firm that specializes in military families. Over the last 7 years we had seen a decline in the level of service we received and a lack of a comprehensive plan. Our experience with Bridgeworth and specifically Jonathon Hornsby at their Huntsville office has been outstanding. He has gone out of his way to understand our financial situation as well as future goals. The software available to gain perspecitve is amazing. If you are looking for a high level of expertise and personalized experience they are the firm for you. I cannot recommend them enough!"
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