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

Bridgeview Capital Advisors Inc - A Trusted Financial Guidance

Located at 5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762, United States, Bridgeview Capital Advisors Inc, led by David N. Waldrop, CFP, stands out as a beacon of financial guidance and planning. With a dedicated focus on providing personalized financial advice, this firm has established itself as a go-to resource for those seeking to secure their financial future.

David N. Waldrop, the founder and principal advisor, brings a wealth of experience and a commitment to excellence, highlighted by his Certified Financial Planner (CFP) designation. This certification signifies a high level of expertise in financial planning, ethics, and ongoing professional development, making Bridgeview Capital Advisors Inc a reliable partner for anyone looking to navigate the complexities of personal finance.

The firm's office at Bridgeview Capital Advisors Inc is not just accessible but also designed with inclusivity in mind. It features a wheelchair-accessible entrance, parking lot, and washrooms, ensuring that all clients, regardless of mobility, can visit without hassle. Their attention to detail extends to providing a welcoming environment for everyone.

For those interested in scheduling an appointment, it is highly recommended to contact them in advance. The office can be reached at 9162356857. Their professional team is ready to assist you and make the appointment process as smooth as possible.

Online, you can learn more about Bridgeview Capital Advisors Inc at their website: bridgeviewadvisors.com. This website serves as a comprehensive resource, offering insights into their services, client testimonials, and importantly, the company's glowing reputation. With 33 reviews on Google My Business and an average opinion rating of 5/5, it's clear that many clients have had exceptional experiences with this firm.

When it comes to choosing a financial advisor, Bridgeview Capital Advisors Inc offers a unique blend of expertise, accessibility, and client satisfaction. For anyone considering their financial future, reaching out to David N. Waldrop and his team could be a pivotal step towards achieving financial peace of mind.

To take the first step towards securing your financial future, visit their website at bridgeviewadvisors.com or give them a call at 9162356857. Their team is ready to guide you through your financial journey with professionalism and care.

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

Mark H.

5/5

David has been my financial advisor since he started his company, I don't remember exactly when that was, but it's been at least twenty years. Over those years he has helped me build a significant portfolio of investments to allow me to enjoy a comfortable retirement for me and my family. We started a game plan those twenty or so years ago constantly tweaking it along the way to best suit my needs and make changes in investment strategies as the market dictated and as I got closer to retirement. He is constantly doing his thing behind the scenes making sure my investments are in the proper places and constantly increasing in value. David is as committed to his job as anyone could be, always looking out for my best interests. He is extremely hands on and always available when I need advice, or if I have questions with immediate responses to emails or phone calls.
David truly cares about me in a personal way, and I have complete trust and faith in every single thing he does for me.
If you are looking for a trustworthy financial adviser, you do not need to look any further, David Waldrop at Bridgeview Capital Advisors is where you want to be.

Nicole E.

5/5

David is awesome! I’m so grateful for our partnership and his support in guiding my family and I with our financial goals for the present and future. He’s extremely personable, trustworthy, thoughtful, and knowledgeable (always going above and beyond to explain in ways that make sense to me). I would highly recommend David any day and so thankful for his support.

Katie S.

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 W.

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 S.

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 M.

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.

Debra M.

5/5

David Waldrop is the best. He explains everything in detail so I can easily understand it. I trust him 100% with his recommendations and to keep my portfolio growing.

V. K.

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!