BW
Bridgetown Wealth Management
Bridgetown Wealth Management : une planification financière empathique et fondée sur les données pour une tranquillité d'esprit
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Business
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Bridgetown Wealth Management : une planification financière empathique et fondée sur les données pour une tranquillité d'esprit
Bridgetown Wealth Management à Portland propose une planification financière fondée sur les données, dans une approche compatissante et centrée sur le client. Les avis mettent en avant des conseillers accessibles — Phil Jasso, Mike Ramey, Cole Mills et Jacob Mills — qui adaptent les plans en fonction des événements de la vie, de la gestion de l'héritage, du financement des études et de la retraite. L'équipe met l'accent sur l'éducation, le soutien continu et une tranquillité d'esprit durable pour les familles et les particuliers.
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Plans financiers personnalisés adaptés aux objectifs de votre famille, y compris la budgétisation, l'épargne et la planification des événements de vie.
Gestion professionnelle de portefeuille et stratégies d'investissement pour faire croître et protéger votre patrimoine au fil du temps.
Stratégies de retraite complètes pour assurer un avenir sûr et confortable, y compris la planification des revenus et l'allocation d'actifs.
Conseils d'experts pour l'épargne en vue des dépenses liées à l'éducation, aidant les familles à préparer l'avenir de leurs enfants.
Aide à la gestion des héritages, à la planification successorale et au transfert de patrimoine afin de les aligner sur vos valeurs et objectifs.
Ateliers et événements informatifs pour éduquer les clients sur des sujets financiers et favoriser l'engagement communautaire.
Note globale
Sarah Bonner Fribley
Phil Jasso has been our financial advisor for nearly ten years and I would highly recommend him to anybody. He's incredibly helpful, friendly and knowledgable and responds quickly to any questions and concerns I might have.
Clare Katner
Cole and his team take the time to listen and clearly care about my personal financial success and stability. They encourage follow up strategy meetings and they’re highly educational. I’ve had other financial advisors, but none have come close to what this team is capable of. Year after year they have outperformed what I thought was possible. I also own a small business and Cole has helped me understand how to maintain the success I’ve had for years to come. I am truly grateful.
Forrest Allen
Jacob and Michael have been great. They take very complicated topics and make them very understandable. They are not condescending and really do a good job meeting people where they are. The rest of the staff is personable and friendly. Definitely recommend.
Yecny Bookkeeping (Small Business Help)
We’ve been using Bridgetown Wealth for years now for our retirement services. Great team and Phil Jasso has been outstanding as an advisor. We meet a couple times a year to go over strategy which is perfect for me. Highly recommend
David Langan
We have been clients of Phil Jasso of Bridgetown Wealth Management for about one year. We are very happy with the advice and service he and his team provide. We had bad experiences with a prior financial advisor, so we were delighted to move to Phil. What we like about Phil and his team: • We trust him/them • He took the time to understand us, our needs, and desires • He is patient and knowledgeable • He looks out for and acts in our best interest • He helps us to plan ahead and gives good advice • The team is very professional, knowledgeable, and responsive • Phil is a nice guy as is everyone on the team What else could one ask from a financial advisor? We highly recommend him.
nina scott
I am a Kaiser Permanente employee and I couldn't be more satisfied with working with Phil Jasso as my and my husband's financial advisor. He is so available anytime we have questions, he listens wholeheartedly and offers educative, compassionate responses to each concern and question we ask. He also hosts awesome events that are both enjoyable and informative.
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