About Bridgetown Wealth Management
Bridgetown Wealth Management is a highly regarded financial services provider, with several of its advisors receiving praise from clients. Jacob Mills has been recognized for his exceptional performance in managing clients' retirement funds, having delivered consistently strong growth over nearly a decade. Phil Jasso and his team have also received acclamation for their work, with clients expressing satisfaction over more than 15 years of collaboration. They are appreciated for their reliability, accessibility, and knowledge, creating a comfortable and professional environment for clients. Cole Mills, another standout advisor, has been instrumental in helping retired healthcare professionals navigate their financial future. Cole's expertise and personal approach have earned him the trust of his clients, who highly recommend his services for the peace of mind he provides. Clients appreciate the team's full knowledge of Kaiser plans and investing in general. They find the advisors, such as Logan Choisnet, to be cordial yet professional, always happy to answer questions and help clients understand their options. Clients feel relieved and confident working with the Bridgetown Wealth team, who are described as a "godsend" and a "joy to work with." The advisors' responsiveness, competency, and ability to provide sage advice have allowed clients to pursue their retirement dreams with confidence.
I cannot say enough good things about this company and our financial planner Mike Ramey.
My wife and I started working with Mike Ramey when our children were just starting kindergarten (it may have actually been earlier). We weren't sure where to start when it came to financial planning, especially being young parents and feeling like we didn't have all that much to work with. Mike met us where we were in our financial situation and helped us craft and put into place a plan that worked for our family and our finances, and most importantly, gave us the gift of building peace of mind.
Fast forward 15 years and Mike has helped us plan for all of our major and...read full review
Cole Mills is such a gift in our lives. Cole takes care of our finances, but that only a small part of what he provides. Cole has listened to our philosophy of life and has help guide us thru many transitions in harmony with our beliefs and goals. He works out solutions that are extremely satisfying. Our children are now his clients and he provides the same kind of life-planning guidance for them as well. Cole and his company make our family better. We trust him completely, as he is devoted to helping us on our own path.
While I am not a client of Bridgetown Wealth Management, Phil Jasso leads a team in a similar capacity as me. He has been extremely generous in providing me with wise counsel. I assume he treats his clients similarly.