Blue Bell Private Wealth Management, LLC Norristown Rd, Blue Bell

Blue Bell Private Wealth Management, LLC Reviews

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  Winona Schwartz
  5

  Blue Bell Private Wealth Management is an excellent stock brokerage/money management firm. We have worked with them for many years. They have done a fabulous job at investing and managing our money and helping us to achieve our financial goals. Thanks to the dedication and wise investment decisions made by the company's founder, Scott Miller, and by Scott Jr. and the whole team at Blue Bell Private Wealth Management, we are now able to comfortably plan for retirement. They go the extra mile to provide superb customer service so we always feel like valued clients. They are totally high-tech, so if you live across the country or right nearby, we highly recommend Blue Bell Private Wealth Management for your investment and financial planning needs.

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  Matthew Soria
  5

  For three years BBWM has given us peace of mind and professional services. I chose them above others based on trust and specifically due to their program of layering investment vehicles together with respect to time and rolling the expiring products. They have a plan and execute appropriately. They have been professional and punctual at all times. I diligently searched for my fiduciary and found the folks that are Right for me at BBWM. It been a great relationship and journey. Matt S.

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  Barbara Boston
  5

  We have been clients of BBWM for several years now after some former poor experiences. Explanations are clear and succinct. I can’t say enough about their expertise and professionalism. We have been able to comfortably retire in their qualified hands. In addition, they are so pleasant and engaging. I have recommended close friends.

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  Marquand Brown
  5

  I couldn't be happier with the level of service from everyone I deal with at Blue Bell Private Wealth Management. They respond immediately with my questions, are super helpful with short and long-term planning advice, and very successful managing our investments. They are also very active from a community and philanthropic perspective which is extremely important for me when I'm choosing to do business with a company.

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  Greg Moyer
  5

  I have been a client of Blue Bell Wealth for two years. In those last two years they have carefully helped me navigate arguably the most volatile recent market times. The fees are low and returns have been outperforming the indexes. I would recommend BBWM over most name brand giant brokerage houses. At BBWM your financial representative is one phone call away and they know your account and strategy intimately. I look forward with giving them more of my business.

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  James Thomas
  5

  We have been with BBWM for ten years. We have confidence in their guidance and know they understand our financial planning goals. You could not find a more responsive and professional team in the business.

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  Sheila Bello
  5

  I have had the privilege of working with BBPWM for many years and continue to be delighted with the level of personal service, responsiveness, professionalism, and excellent financial advice that I have received. I highly recommend them!

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  Marvin Ostroff
  5

  I am very happy with the quality of work and responsiveness I receive from Alex LaRosa at Blue Bell Wealth Management. He is the first advisor that gets back to you and I believe is looking out for your best interest. He is not like other advisors I had in the past that once he got my business never took the time to call me.

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  Missy Merritt
  5

  Their knowledge and experience of investments gives me complete trust and confidence they are always putting me first . They are professional and courteous and I would highly recommend their services .

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  Zach Goetter
  5

  I recently switched over to Blue Bell Private Wealth Management and I was pleased with the professionalism and easy transition that the staff was able to serve me with. I look forward to working with them in the future and I would recommend them to others.