“Birchcreek Wealth Management has been an excellent experience especially relative to the advice and attention that I received for years at a major regional private banking investment advisor. Fidelity as a custodian is a major upgrade from the bank's tech and the team at Birchcreek has been excellent at not only structuring a portfolio to meet my life goals but at their sensitivity to tax issues. We have worked together to minimize tax burden while artfully restructuring the portfolio when there are losses to offset gains triggered by reallocation. They have provided excellent customer service including providing advice on mechanisms to maximize tax deferred accumulation and ensuring those strategies are executed each year. Finally, they have periodically surfaced vehicles to increase return at lower risk. My only regret is not becoming a client much sooner and dealing with the bureaucratic multi-disciplinary team that attritted frequently who were restricted by banking policies and obsolete reporting technology. The Birchcreek team provided more value added advice in year 1 than my entire decade with the private bank.“
“A fantastic place to do business with!Jenn Morris was a great big help for me today and is a wonderful person.“
Closed today
8145 N Main St, Dayton
Financial Planners
“Danny and Allison have been awesome to work with. They have really helped me get my retirement on track.“
“Knowledgeable, kind and won't push products down your throat. They are people you can trust to give you an honest opinion.“
Closed today
7036 Corporate Way, Dayton
Financial Planners
“I spoke to my good friend about recommending a new CPA. I felt a change was needed. He recommended me Fritz Financial who has been using. She was very knowledgeable about taxes when I spoke to her. She made sure to let me know what all I needed to get my taxes done. I could meet in person or do it all online. The process was very pain free and easy. Being able to meet in person is great. I feel I can get my questions answered.I highly recommend using her and referring her to other friends and clients. I will be contacting her again for this years taxes.“
“Adam is a great agent. What I liked best is he does not try to pressure clients into buying products unlike other agents I have spoken with in the past.Most insurance agents only care about their wallet, not yours. Adam is not that way, he cares about his clients' needs.“
Closed today
1301 Lyons Rd H, Dayton
Financial Planners
“Been in the business since september when I was hired and everything has been great!!! They were patience with me when testing form my license and a great help with that and now that I am licensed the training and coaching is extraordinary Alex Abuyuan is their for all his agents and cares for them and their career!!! No complaints!! Great business and Alex is a great man!!“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners