About BWA Financial
Reviews for BWA Financial
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Monday: 8AM - 5AM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed
BWA Financial is a financial advisory firm that focuses on building personalized relationships with its clients to understand their unique financial situations and goals. The team at BWA Financial, led by Ali Barghelame, is known for their dedication, thorough approach, and clear communication. Clients praise the firm's ability to create customized financial plans that address their specific needs, whether it's retirement planning, investment strategies, or 401(k) options. The advisors take the time to get to know each client, understand their current life stage and future aspirations, and then present tailored solutions. One client, who was not prepared for the level of attention and quality of questions during their initial meeting, was impressed by how Ali Barghelame and his team truly dedicated time to understanding their goals and circumstances. The client felt that the resulting financial plan was custom-fit and provided a sense of security, especially around retirement planning. Another client, John and Martha Ferris, were so satisfied with the firm's services that they not only used BWA Financial for their personal investments but also recommended the team to their company, where they helped educate employees on the benefits of financial planning and 401(k) options. Overall, BWA Financial is praised for its personalized, thorough, and respectful approach, making it a top-notch choice for individuals and businesses seeking financial guidance and planning.
The first time I had a meeting with Ali & Barghelame Wealth Advisors, I was not prepared for the amount of time and quality of questions they would have. Ali really dedicated time getting to know me, my goals, and where I was in life. He then presented a plan that was custom to me and my family.
A big part of our goal was retirement planning, and I cannot tell you how the impact it has had in my life just knowing that that part of my life is on track and taken care of. I don't have to think about it any more because Ali & team do it for me!
If you are looking for personable service that is customized to you and your needs, this is the right place to go.
The first time I had a meeting with Ali & Barghelame Wealth Advisors, I was not prepared for the amount of time and quality of questions they would have. Ali really dedicated time getting to know me, my goals, and where I was in life. He then presented a plan that was custom to me and my family.A big part of our goal was retirement planning, and I cannot tell you how the impact it has had in my life just knowing that that part of my life is on track and taken care of. I don't have to think about it any more because Ali & team do it for me!If you are looking for personable service that is customized to you and your needs, this is the right place to go.
Barghelame Wealth Advisors came to our attention after we received a comfortable inheritance. Ali Barghelame was intelligent, thorough, and offered clear investment strategies. His team did a marvelous job of supporting the decisions made, even when we were traveling and difficult to get in contact with.We were so impressed with Ali and his team we contacted them to create an investment strategy for our company. This was the first exposure many of our employees had to financial planning. Ali presented the 401k options with respect, answering all levels of questions with clarity, never speaking over anyone’s head while helping them understand the benefits of preparing...read full review