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BCR Wealth Strategies
- Financial Services
- Birmingham, AL
About this business
Location details
1952 Urban Center Pkwy, Birmingham, AL, 35242, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Working with RIA firms nationwide as an outsourced CFO gives me a unique perspective, and BCR Wealth Strategies stands out as one of the best. Marshall and his team bring exceptional professionalism, deep integrity, and a true client-first mindset to everything they do. They make smart, long-term financial planning approachable—and they’re a great group of people to collaborate with. Highly recommended!
BCR has handled our account for 20+ years and we are very pleased with the growth over the years. Tim (with Annelise's recent assistance) has gone the extra mile to assist us with our long term care policy analysis, estate planning, tax planning and more.
Marshall and his team are knowledgeable and approachable! We have had a fantastic experience working with them. They make financial planning stress free. We look forward to our meetings at BCR.
BCR has a team of knowledgeable and helpful financial planners who take the stress out of planning. We feel confident in our future now thanks to their help! I appreciate that they don’t use pressure tactics or hard sells, just honest and helpful advice. Would highly recommend!
Frequently asked questions about BCR Wealth Strategies
How is BCR Wealth Strategies rated?
BCR Wealth Strategies has a 4.9 star rating with 35 reviews.
When is BCR Wealth Strategies open?
BCR Wealth Strategies is closed now. It will open tomorrow at 8:00 a.m.
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