BCR Wealth Strategies - Vestavia Hills, Alabama

BCR Wealth Strategies is a financial planning firm located at Address: 1952 Urban Center Pkwy, Vestavia Hills, AL 35242. They can be reached by phone at Phone: 2052981234. Their website is Website: bcrwealth.com. This company specializes in providing financial planning services.

BCR Wealth Strategies offers various convenient features for their clients, including online appointments, onsite services, and wheelchair accessible facilities such as an entrance, parking lot, and restroom. It is recommended to make an appointment before visiting, and restrooms are available on site.

According to Opinions: This company has 29 reviews on Google My Business, BCR Wealth Strategies has an impressive average rating of 4.9/5. This indicates that their clients have had overwhelmingly positive experiences with the firm.

Some notable characteristics of BCR Wealth Strategies include their personalized approach to financial planning, their commitment to understanding their clients' unique financial goals, and their ability to provide tailored advice and strategies. They are dedicated to helping their clients achieve financial success and security.

If you are looking for a financial planner to help you manage your finances and achieve your financial goals, BCR Wealth Strategies is an excellent choice. With their convenient location, wheelchair accessible facilities, and exceptional reputation, you can trust that you will receive the highest level of service and expertise.

To learn more about BCR Wealth Strategies and to schedule an appointment, visit their website at Website: bcrwealth.com. Take the first step towards financial success and security today.

Reviews of BCR Wealth Strategies

Donna Eyles

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.

Carolina Hatley

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.

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 Reick

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.

Elaine Witt

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.

Kevin Manogue

5/5

BCR provides informed and wholistic advice while aligning with our needs and goals. We’re also appreciative that this firm is so active in the local community (charitable causes, chamber of commerce, etc.). Good advisors and good members of our community.

Donna Francavilla

5/5

BCR wealth strives to meet your needs by being available, taking an interest in your life and personal and financial development and treating you like family. Take a long, hard look at the quality of the advisors and you'll be pleased.

Lynn Rathmell

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.