Financial Planners in Dayton

“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 to partner with Birchcreek Wealth Managment and Jake Bartel and would highly recommend them!! We appreciate their partnership and friendship and looking forward to many more years of financial success!“

“We have been with Russell Total Wealth for many years and absolutely love everything about them. We are always happy with the results of the money they have invested for us and we have come to love everyone there. They are always so kind and interested in us. When our appointment time is over, we always hate to leave because they make us feel so valued.“

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“Danny and Allison have been awesome to work with. They have really helped me get my retirement on track.“

“Been in the business since september when I was hired and everything has been great!!! They were patience with me when testing form my license and a great help with that and now that I am licensed the training and coaching is extraordinary Alex Abuyuan is their for all his agents and cares for them and their career!!! No complaints!! Great business and Alex is a great man!!“

“Absolutely wonderful company. Jerry and his team will go way out of their way to take good care of you. Thank you so much for your wonderful service“

“Knowledgeable, kind and won't push products down your throat. They are people you can trust to give you an honest opinion.“