Reviews for Birchcreek Wealth Management
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Hours
Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 4:30PM
Saturday: ClosedSunday: Closed
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Google: 5/5 BBB: A+Birchcreek Wealth Management
2955 Exchange Pl Blvd #103, Dayton
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Birchcreek Wealth Management has been an excellent experience especially relative to the advice and attention that I received for years at a major regional private banking investment advisor. Fidelity as a custodian is a major upgrade from the bank's tech and the team at Birchcreek has been excellent at not only structuring a portfolio to meet my life goals but at their sensitivity to tax issues. We have worked together to minimize tax burden while artfully restructuring the portfolio when there are losses to offset gains triggered by reallocation. They have provided excellent customer service including providing advice on mechanisms to maximize tax deferred accumulation...read full review
I have been with them since very first day. They are extremely friendly, sincere and trustworthy. They have thorough grasp of wealth management issues. They have extraordinary skill and ability to address any of your concerns. Me and my wife wish them all the success.
Birchcreek Wealth Management is THE firm to hire when seeking trustworthy and very comprehensive advice. The culture in their office and the chemistry of the team is like no other. Their clients love them. Make an appointment - you will be glad you did.