About Bridgemark Wealth Management
Reviews for Bridgemark Wealth Management
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 1PM
Saturday: ClosedSunday: Closed
Bridgemark Wealth Management is a reputable company that prioritizes its clients' financial well-being. The team takes the time to understand individual goals and risk tolerance, and patiently explains investment options to ensure a clear understanding. As a fiduciary, they work solely in their clients' best interests. The company regularly reviews portfolios and keeps clients informed, providing quick and responsive communication. The staff is warm, welcoming, and goes above and beyond to alleviate financial stress and anxiety. With their expertise and guidance, clients can feel confident in their financial decisions and secure in their financial futures.
My wife and I met with Mr. Connor Stanley with Apollon Bridgemark to discuss our proposed retirement plans. After assessing our needs and current retirement plans, Connor explained their approach in transitioning to our retirement phase by allocating our funds for Flex spending, Retirement Income and LTC projected needs. Both of us were really impressed with Connor's knowledge and his friendly professional helpfulness in tweaking our retirement plan. We highly recommend them if you're looking for a financial planning team to help guide you with your retirement planning.
Bridgemark Wealth Management is the kind of company I want looking out for my investments. The team listens to your plans for the future, what you hope to do now and after retirement, and your level of comfort with risk. If some of the money talk becomes more than your brain can handle, they will patiently explain the options, the risks involved and expected results from a variety of investment options. The team regularly reviews your portfolio and contact you to discuss. As a fiduciary, they are working for you and not for the investment companies. I am very happy with how they are handling my portfolio and expectations. Thanks to Winter and the team!
I highly recommend Bridgemark. Winter Troxel and the other folks are top notch in every way. From the very start, Winter set up our finances in a way that fit our lifestyle and goals. He goes out of the way to explain matters so that even I understand them, so I know exactly how my finances are working. When my husband died, Winter was one of the first people I called in the fog of grief. With great compassion he reassured me that my financial situation was secure and he handled the process of converting all the accounts over to me. He even helped me with the paperwork for my husband’s federal employee survivor benefits (this alone, makes Winter worth his weight...read full review