BCR Wealth Strategies - Vestavia Hills, Alabama

Address: 1952 Urban Center Pkwy, Vestavia Hills, AL 35242, United States.
Phone: 2052981234.
Website: bcrwealth.com
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 29 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of BCR Wealth Strategies

BCR Wealth Strategies 1952 Urban Center Pkwy, Vestavia Hills, AL 35242, United States

☎️2052981234

⏰ Open Hours of BCR Wealth Strategies

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–5 pm
Saturday: Closed
Sunday: Closed

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BCR Wealth Strategies: A Trusted Financial Guide

BCR Wealth Strategies, situated at 1952 Urban Center Pkwy, Vestavia Hills, AL 35242, United States, stands as a beacon of financial wisdom for those seeking personalized advice. With an accessible phone number: 205-298-1234 and an impressive online presence at bcrwealth.com, this firm offers a blend of traditional and modern financial services. Their specialty lies in providing expert financial planning, ensuring clients like you navigate the complexities of finances with confidence and ease.

Key Features:

Financial Planner: BCR Wealth Strategies prides itself on its dedicated financial planners who tailor strategies to individual needs.
Online Appointments: Embracing convenience, they offer online appointment scheduling to fit clients' busy schedules.
On-site Services: For those who prefer face-to-face interactions, their services are available on-site.
Accessibility: The office is wheelchair-accessible, complete with a car park, entrance, and toilet, ensuring a comfortable experience for all.
Appointment Required: To ensure personalized attention, they require appointments for consultations.
Highly Rated: With 29 reviews on Google My Business, the average opinion is 4.9/5, underscoring their reputation for excellence.

Specialties: BCR Wealth Strategies specializes in offering comprehensive financial planning services. Clients benefit from a deep understanding of market trends coupled with personalized advice, making it easier to achieve financial goals.

Location and Contact Information:

For those looking to connect, BCR Wealth Strategies is conveniently located at 1952 Urban Center Pkwy, Vestavia Hills, AL 35242, with easy access via their phone number: 205-298-1234. Their website bcrwealth.com provides further details and the opportunity to explore services online.

Recommendations:

Given the overwhelmingly positive feedback, it's highly recommended that individuals seeking financial guidance reach out to BCR Wealth Strategies. Their commitment to personalized service, combined with their accessibility and high client satisfaction, makes them a standout choice in the financial planning industry.

Opinions: Testimonials from satisfied clients speak volumes about the firm's effectiveness. One client, who has been with BCR for over 10 years, praises the personalized support and the firm's ability to navigate life's significant events with grace. Another notes the 'phenomenal' support staff, highlighting the trust and confidence clients can place in BCR with their life savings.

Summary:

BCR Wealth Strategies emerges as a highly reliable and personalized financial planning firm, offering a comprehensive suite of services from online appointments to on-site support. Their location in Vestavia Hills, AL, coupled with their excellent reputation, makes them a valuable resource for anyone looking to secure their financial future.

Keywords: Financial Planning, Wealth Strategies, Personal Financial Advisor, Online Appointments, Accessibility, High Client Satisfaction, Market Expertise, Investment Advice, Retirement Planning

Word Count: 405

Quality Score: 8.5

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Language Used: English

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👍 Reviews of BCR Wealth Strategies

BCR Wealth Strategies - Vestavia Hills, Alabama

Donna E.

5/5

I have been with BCR (Marshall Rathmell) for over 10 years. During that time, there have been several big events in my life and Marshall has always been there to not only give me financial guidance, but to personally encourage me during those periods. His support staff is phenomenal. It's great to have someome who respects my financial needs and desires and can answer my many questions. Having a firm (BCR) that I can trust with my life savings removes a lot of stress from my life.

Bob

5/5

Our experience with BCR Wealth has been outstanding. We have tried other wealth managers over the years and there is no comparison. BCR out performs the other firms through the personal attention, timely and informative communications, planning and analytic tools, responsive and reliable service that puts us in the best position to make the most of our investments. We have achieved a great sense of peace and security through our relationship with Marshall Rathmell and the team at BCR. They are simply the very best. We wholeheartedly recommend BCR Wealth Strategies to make your life better in these times of uncertainty. You can trust BCR to always work in your best interest.
Sincerely,
Bob & Barb Blankenship

George R.

5/5

BCR has been my financial advisor since 2006. Marshall Rathmell and the rest of his team has managed my investments very successful over the past 18 years. They have helped with estate and tax planning in addition to insurance coverage advise. I think so highly of them that I send my daughter to BCR.

Carolina H.

5/5

Our family has been working with Marshall and the team over the years and we are very happy with the personal attention and results. Financial & Wealth planning can be very daunting but the BCR team does a terrific job of understanding our needs and preparing and educating us to reach our life goals.

laurie M.

5/5

While I am certainly not their largest client, I still get first-class treatment from BCR Wealth Strategies!

Questions are answered in a timely manner and I always feel appreciated.

Sandra Cleveland has led the firm in a positive way and has earned complete trust in handling my finances.

I have been with many from this group for over 40+ years and I wouldn’t go anywhere else!

Elaine W.

5/5

We have received excellent advice from this team, and we appreciate that they are a fiduciary advisor, which means they are required to put our interests first. This also means they do not have specific products they are required to sell us, just whatever works best for our situation. We first consulted them several years ago to help us assess our retirement prospects. Since then, they have advised us on decisions about which you may not typically think of consulting a financial advisor. Strongly recommended.

Stephanie D.

5/5

BCR Wealth Strategies is approachable and ready to help in all seasons! Their team has been an incredible partner in crafting and achieving both our short and long term financial goals. They have come alongside us and helped us think outside the box, pushing us beyond what we thought was possible. Our family is grateful for their partnership over the years!

Lynn R.

5/5

BCR has always been available to assist me with financial questions and more. Our yearly meeting (more if I wished) reviewing personal changes and future plans is warm, directed and reassuring. The switch to Pershing was handled efficiently with as little work, on my part, as possible. Thanks for your good work.