BWA Financial

Nov 2022

The first time I had a meeting with Ali & Barghelame Wealth Advisors, I was not prepared for the amount of time and quality of questions they would have. Ali really dedicated time getting to know me, my goals, and where I was in life. He then presented a plan that was custom to me and my family.A big part of our goal was retirement planning, and I cannot tell you how the impact it has had in my life just knowing that that part of my life is on track and taken care of. I don't have to think about it any more because Ali & team do it for me!If you are looking for personable service that is customized to you and your needs, this is the right place to go.

Nov 2022

Barghelame Wealth Advisors came to our attention after we received a comfortable inheritance. Ali Barghelame was intelligent, thorough, and offered clear investment strategies. His team did a marvelous job of supporting the decisions made, even when we were traveling and difficult to get in contact with.We were so impressed with Ali and his team we contacted them to create an investment strategy for our company. This was the first exposure many of our employees had to financial planning. Ali presented the 401k options with respect, answering all levels of questions with clarity, never speaking over anyone’s head while helping them understand the benefits of preparing...read full review