About Bucket List Wealth Management
Reviews for Bucket List Wealth Management
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Monday: 9AM - 4PM
Tuesday: 9AM - 4PM
Wednesday: 9AM - 4PM
Thursday: 9AM - 4PM
Friday: ClosedSaturday: ClosedSunday: Closed
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Bucket List Wealth Management is a fiduciary firm located in The Villages, Florida, specializing in financial planning, investment strategies, tax and fee mitigation, and estate planning. The team is known for their dedication, care, and kindness, providing helpful and knowledgeable investment advice to clients. Many clients have praised the staff for going above and beyond to ensure they receive the best guidance possible. Clients appreciate the team's availability to answer questions and their expertise in various financial matters. The firm's commitment to fiduciary responsibility sets them apart, and clients often feel a personal connection with the advisors, considering them friends as well as financial guides. Since starting their journey with Bucket List in 2018, clients have highlighted the thoroughness and attentiveness of the advisors, particularly noting the ability to listen and understand clients' needs. The firm has also earned trust through its supportive transition assistance, especially during challenging times. Overall, Bucket List Wealth Management is highly recommended for anyone seeking reliable and personalized financial advice to help meet their financial goals.
I’ve been working with Bucket List for 2 years now , and I couldn’t be more satisfied with the results. From the very beginning, they’ve demonstrated a deep understanding of financial planning, investment strategy, and personalized money management. What sets them apart is their transparency, clear communication, and genuine commitment to helping me reach my financial goals.
Every recommendation they’ve made has been well-researched and tailored to my unique situation. I always feel informed, empowered, and in control—yet confident enough to trust their expertise to guide my decisions.
Their team is responsive, professional, and proactive. Whether...read full review
SENIOR FINANCIAL SECURITY AND THE BUCKET LIST STAFF. I FIND THEM TO BE HELPFUL,,HONEST, AND THE WHOLE STAFF WORKS WITH YOU .JEAN HAS BEEN HELPFUL AND PATIENT AS A NEW CLIENT AND NOW 8 YEARS LATER I STILL HIGHLY RECOMMEND THEM. THE WHOLE STAFF ARE ALWAYS AVAILABLE, AND PROMPT, AT RETURNING CALLS AND E-MAILS . ALWAYS TREATED WITH RESPECT AND PATIENCE . WE HAVE RECOMMENED MANY FRIENDS AND FAMILY MEMBERS OVER A PERIOD OF ALMOST 9 YEARS . EVERY REFERRAL HAVE THANK US AND JOINED SENIOR FINANCIAL.
My husband and I have had a great experience with caring, kind and extremely helpful investment advice. Cannot say enough good things about all the help they have given us through the years we have been with them. Everyone there goes above and beyond to make sure we are given the best advice.