Reviews for Bridgetown Wealth Management

Feb 2024

We have been working with Phil Jasso for over 15 years both pre and post retirement and have had nothing but good experiences and success. Phil and Anna are reliable, accessible, and knowledgeable. Our exchanges are both relaxed and professional and I highly recommend them!
Jul 2023

My husband and I, recently retired healthcare professionals, have been satisfied clients of Cole Mills and his team for several years. Having a trusted financial advisor was key and Cole has helped us navigate a financial roadmap for our future. Not only is Cole a super nice guy, he truly put our mind at ease about our future; we trust his expertise and recommendations. We highly recommend Cole and thank him for guiding us into our retirement years!
Jun 2023

Where do I begin? I was looking for a trusted financial advisor as I recently entered retirement, and was LUCKY enough to find Bridgetown Wealth Management and Phil Jasso. Phil has helped me navigate my retirement venture with calm assurance and expertise.....with one introductory call I just knew I found someone I could rely on with confidence. I actually look FORWARD to phone calls with him and enjoy our camaraderie and chuckles! I found someone who doesn't intimidate and is willing to spend the time to make sure I understand all the investment in-and-outs. If you're looking for a financial advisor, look no further. He's your man! Thanks Phil!

From Bridgetown Wealth Management

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC (finra.org/sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.