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BCR Wealth Strategies
1952 Urban Center Pkwy, Vestavia Hills
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1952 Urban Center Pkwy, Vestavia Hills
Directions Call Website Suggest an Edit
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.