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Reviews for Birchcreek Wealth Management
Add your commentBirchcreek Wealth Management
2955 Exchange Pl Blvd #103, Dayton
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2955 Exchange Pl Blvd #103, Dayton
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The Birchcreek Wealth Management team have provided my wife and I excellent financial planning services. Our Wealth Advisor, Jake Bartel, has provided invaluable advice to help us achieve our financial goals as we recently retired. We have worked with Jake over 10 years, and he is truly a partner as he listens to our questions and objectives and then with our input helps us to develop and implement the path to our goals. He is caring and compassionate and we value our personal relationship with Jake. He is proactive with advice, and always quick to respond and always available to meet with us whether it be personal or via a phone call. We are thankful to have the opportunity... read full review
Dan has an untouchable moral compass. He has helped me grow my portfolio for over a decade. I recommend him to all my friends and family. He has helped many of us prepare for retirement.
I have been a client of Birchcreek since its very beginning and can thankfully say that the guidance and help from Dan Johnson and the entire staff give me direction and peace of mind every single day! I recommend them without reservation!