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.
BCR has handled our account for 20+ years and we are very pleased with the growth over the years. Tim (with Annelise's recent assistance) has gone the extra mile to assist us with our long term care policy analysis, estate planning, tax planning and more.
Marshall and his team are knowledgeable and approachable! We have had a fantastic experience working with them. They make financial planning stress free. We look forward to our meetings at BCR.
BCR has a team of knowledgeable and helpful financial planners who take the stress out of planning. We feel confident in our future now thanks to their help! I appreciate that they don’t use pressure tactics or hard sells, just honest and helpful advice. Would highly recommend!
1952 Urban Center Parkway, Vestavia Hills, AL 35242
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