About BCR Wealth Strategies
Reviews for BCR Wealth Strategies
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
BCR Wealth Strategies is a Registered Investment Advisor (RIA) located in Alabama and New Jersey, serving clients throughout the United States. The business earns the trust of its clients through a passionate quest to deliver better outcomes through financial planning and investment services. Clients praise the personal attention and results, as well as the team's ability to understand their needs and prepare them to reach their life goals. BCR has managed investments successfully for over 18 years, providing estate, tax, and insurance planning advice. The business strives to meet clients' needs by being available, taking an interest in their lives, and treating them like family.
I have been with BCR (Marshall Rathmell) for over 10 years. During that time, there have been several big events in my life and Marshall has always been there to not only give me financial guidance, but to personally encourage me during those periods. His support staff is phenomenal. It's great to have someome who respects my financial needs and desires and can answer my many questions. Having a firm (BCR) that I can trust with my life savings removes a lot of stress from my life.
Our family has been working with Marshall and the team over the years and we are very happy with the personal attention and results. Financial & Wealth planning can be very daunting but the BCR team does a terrific job of understanding our needs and preparing and educating us to reach our life goals.
BCR has been my financial advisor since 2006. Marshall Rathmell and the rest of his team has managed my investments very successful over the past 18 years. They have helped with estate and tax planning in addition to insurance coverage advise. I think so highly of them that I send my daughter to BCR.