Bridgeview Capital Advisors Inc - David N. Waldrop, CFP - El Dorado Hills, California

Bridgeview Capital Advisors Inc., located at 5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762, United States, is a well-known and respected financial planning firm. The company is easily accessible, with wheelchair-accessible parking, entrance, and toilet facilities available on-site. They also offer regular toilets and recommend making an appointment prior to your visit.

Under the leadership of David N. Waldrop, CFP, Bridgeview Capital Advisors Inc. specializes in providing comprehensive financial planning services to its clients. Their team of experienced professionals is dedicated to helping individuals and families achieve their financial goals by developing customized financial strategies tailored to their unique needs.

The company has received numerous positive reviews from satisfied clients, with 29 reviews on Google My Business and a high average opinion of 5/5. This demonstrates their commitment to providing excellent service and support to their clients.

At Bridgeview Capital Advisors Inc., you can expect a welcoming and professional environment, with a team of knowledgeable and experienced financial planners ready to help you navigate the complex world of finance. They are committed to building long-term relationships with their clients and providing the highest level of service and support.

If you are looking for a financial planning firm that you can trust and rely on, Bridgeview Capital Advisors Inc. is an excellent choice. With their convenient location, wheelchair-accessible facilities, and commitment to providing excellent service, they stand out as a top choice for financial planning in the El Dorado Hills area.

Reviews of Bridgeview Capital Advisors Inc - David N. Waldrop, CFP

Katie Sousa

5/5

David has been an incredible support for me as a younger investor. I feel truly guided and supported by him as we set realistic goals that align with my financial stability and growth. David has also been at times like a financial therapist, always there to help me through any worries or concerns I have. I'm so grateful to have someone I trust looking out for my financial future. He’s extremely thoughtful and always takes the time to explain my one-off questions in a way that makes perfect sense. Couldn't ask for a better partner.

vicky whitaker

5/5

David has been our financial guy for over 20+ years! He has your back with great financial advise and assisting with transitioning into retirement! Highly recommend you to give David a call to assist you with all your financial needs!

J Silva

5/5

I have had the privilege of knowing David both personally and professionally going on four years and during this time, I have had many opportunities to be around him and his family, and I hold them in the highest esteem. David is an outstanding financial advisor whose integrity is unparalleled. He approaches his work with the honesty and trustworthiness that are essential in his field. David is an exceptional listener, always taking the time to understand his clients' needs and goals. He is incredibly smart and humble, making complex financial concepts easy to understand. His passion for helping others achieve is truly inspiring. If you are looking for a financial advisor who embodies honesty, intelligence, and dedication, I highly recommend David.

Holly MacCormick

5/5

I've had the pleasure of working with David for 8 years and every interaction with him has been exceptional. He provides outstanding customer service and my finances have benefited greatly from knowledge and expertise. He's a delight to work with and I highly recommend him.

V. Key

5/5

David has always had my best investment interests in mind. He listens to my concerns and ideas. He is always available for my questions and has always made me feel my investments are safe and looked after. I feel he has always provided an extremely professional execution with my accounts but still has a personal touch when working with him. I have never felt like just a client, rather a good friend who has someone that really cares about me and my money.
I have always enjoyed working with David and couldn't give a higher recommendation of his office!

jason block

5/5

David has always been very professional, knowledgeable and easy to reach by phone or email. I feel completely safe with him managing my finances

colby krovelis

5/5

Great experience with David, knowledgeable gives me a sense of comfort and I trust he will do the right thing, always available to answer any questions I have and just exactly what you want with someone handling your finances.

Robert Baker

5/5

David has always provided timely service and helped me achieve the best transition to a retirement lifestyle for the past 15 plus years and counting. Excellent Plus!