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Bridgeview Capital Advisors Inc - David N. Waldrop, CFP
5170 Golden Foothill Parkway, El Dorado Hills, California, United States
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About the Bridgeview Capital Advisors Inc - David N. Waldrop, CFP
Bridgeview Capital Advisors Inc - David N. Waldrop, CFP is a finance institution located at 5170 Golden Foothill Parkway, El Dorado Hills, California, United States. Specializing in fiduciary investment management, financial planning, and tax planning, the institution is led by David N. Waldrop, a CERTIFIED FINANCIAL PLANNER™ with over two decades of experience. As a fiduciary advisor, the institution always puts the interests of clients first and operates on a "fee only" basis, ensuring unbiased advice. With a focus on personalized solutions for wealth growth and protection, the institution aims to build long-term relationships with clients to navigate life's financial challenges. The team at Bridgeview Capital Advisors, Inc. is committed to providing transparent and straightforward guidance to help clients achieve their financial goals.
Photos of Bridgeview Capital Advisors Inc - David N. Waldrop, CFP
5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762, United States
Opening hours of Bridgeview Capital Advisors Inc - David N. Waldrop, CFP
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Bridgeview Capital Advisors Inc - David N. Waldrop, CFP
"David has been exceptional to work with. He is down to earth and shows a genuine care for his clients."
"David has always provided timely service and helped me achieve the best transition to a retirement lifestyle for the past 15 plus years and counting. Excellent Plus!"
"I have known David for over a decade and have had multiple financial planning discussions with him. He is an expert in his field of work. To add to it, David is ethical.and professional. He is someone that will ensure the highest level of service for anyone needing financial planning advice. Highly recommended!!"
"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!"
"I've known David for 15 years and he serves as the financial advisor for my company's retirement plan. David is professional, ethical and highly skilled in financial services. He is a trusted advisor, looking out for the best interest of his clients and his reputation is impeccable. I've referred several of my own clients to David and greatly appreciate the care he takes in serving their needs. He comes with our highest recommendation for those seeking a financial products and services."
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