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Bridgeview Capital Advisors Inc - David N. Waldrop, CFP®
- Financial Services
- El Dorado Hills, CA
About this business
Location details
5170 Golden Foothill Pkwy, El Dorado Hills, CA, 95762, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I was referred to David during a time when I was really unsure about my financial future. I had just come out of a divorce and was trying to rebuild my own financial independence, and honestly, I wasn’t even sure if I had enough saved for retirement. I also carried a lot of personal feelings around money like what security meant to me, what felt safe, and how to make smart choices moving forward. From the moment I met David, I realized he’s not just a financial advisor he’s a “financial counselor”. He understands that people... read more
Working with David is the epitome of client-centered customer service. He is knowledgeable, helpful, and always available to take my calls, answer questions, and give me advice. On the rare occasion that he doesn’t have an answer to my question, there is no BS. He will find out and get back to me in a timely manner. When it comes to safely managing my money, I trust him implicitly. His track record speaks for itself. I’ve referred friends to David and they all thank me. If you’re looking for a true financial planning partner... read more
David is knowledgeable, accessible, and has great communication skills. We trust our investments are in good hands.
David Waldrop is the best. We appreciate his quick response when we have questions!!
Frequently asked questions about Bridgeview Capital Advisors Inc - David N. Waldrop, CFP®
How is Bridgeview Capital Advisors Inc - David N. Waldrop, CFP® rated?
Bridgeview Capital Advisors Inc - David N. Waldrop, CFP® has a 5 star rating with 62 reviews.
When is Bridgeview Capital Advisors Inc - David N. Waldrop, CFP® open?
Bridgeview Capital Advisors Inc - David N. Waldrop, CFP® is closed now. It will open tomorrow at 9:00 a.m.
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