Reviews of Bridgetown Wealth Management (Financial Consultant)

Cullen Smith

Thomas Delaney is your guy. He has been great in helping me navigate through my journey to a healthy retirement. My job keeps me too busy to manage the funds on my own, so CHEERS Tom for keeping my financial anxieties at bay and giving me the confidence to invest- Dr Cullen Smith.

Tiffany McCrary

My husband and I have been working with Phil for several years now and he is hands down the best there is. I have recommended him to family and friends and everyone says the same thing, the best there is. 100% satisfied and can't thank him enough!

Dave LeMonds

Cole Mills is perfect to work with. Knowledgeable, communicates clearly and is quick to respond to questions/recommendations...plus is a nice guy.

Kirsten Richards

My husband and I have had the pleasure of working with Mike Ramey. He has been nothing but wonderful, accommodating, knowledgeable and always available to help! We both work in the medical field and his knowledge of our benefits (together and individually) was instrumental in helping build a good portfolio. Mike was great helping us navigate how to plan with 2 kids who will need education as well as some significant student loans. He was so helpful in getting things in order. I highly recommend Mike!

Mary Wiedeman

These guys are the best! Over the years I have had a few financial planners but none compare to Cole Mills and the team. They are always available for questions, they schedule regular 'check-up' meetings and also regularly schedule seminars/training sessions related to planning for your future. I truly think they all care about my financial health and I strongly recommend them to anyone looking for financial/planning assistance. Please give them a call -- promise you won't be sorry you did.

Counter Entropy

Cole and his team are knowledgeable, trustworthy, and friendly. They are always willing to spend the time that each client needs. They explain their advice clearly, and will go over things more than once to make sure a client understands the ramifications of an action before getting a signature. The whole team at Bridgetown Wealth Management takes its fiduciary responsibility seriously, and I am never worried that I or my investments are taken for granted.

Traci Medeiros

I can not say enough great things about Phil Jasso! He is a wealth of knowledge and he truly cares about me and my family. He takes the time to know our goals for retirement, then works with us to achieve them. He brings a service I have never seen before. You do not set up an account with him and never see him again. It's important that you meet and he will make sure that happens. With our busy lives its nice to know he has our back. I do not refer lightly, but with Phil I have and I will recommend him. He loves what he does and it shows in how he takes care of his clients.

Ryan Guerra

Bridgetown Wealth Management as a whole are very trustworthy and easy to work with. They work around our busy schedule and answer questions and concerns through multiple avenues. Jacob Mills does an exceptional job communicating with me about changes in the market both present and future. I would highly recommend them to anyone who is looking for wealth management/financial planning help.