Reviews for Bisdorf Palmer Private Wealth Advisors
Write a reviewHours
Monday: 8:30AM - 4:30PM
Tuesday: 8:30AM - 4:30PM
Wednesday: 8:30AM - 4:30PM
Thursday: 8:30AM - 4:30PM
Friday: 8:30AM - 3:30PM
Saturday: ClosedSunday: Closed
Location
201 American Concourse Suite 310, Fort Worth
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I had the pleasure of getting to know Bridget Palmer with Palmer Financial Group in Fort Worth. She and her husband, Luke, are passionate about helping families plan for retirement and assisting businesses with strategies to retain top talent. Their professionalism and genuine care for people truly stand out. Looking forward to working with them. Highly recommend!
Bridget is more than just a financial advisor—she truly goes above and beyond. She not only helped me rebalance my portfolio, but also educated me on the differences between retirement plans, like a SIMPLE IRA, and guided me in choosing the best option for myself and my future employees. She’s incredibly knowledgeable, patient, and takes the time to make sure I understand my options. Bridget is not only focused on the numbers, but also on creating a long-term plan that fits my life and retirement goals. I feel much more confident about my financial future thanks to her guidance. Highly recommend!
Bridget at Palmer Wealth Group is professional, knowledgeable, and truly cares about her clients. She takes the time to understand your goals and provides clear, trustworthy financial guidance. Highly recommend!