Bridgetown Wealth Management Ne Multnomah St, Portland

Bridgetown Wealth Management Reviews

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  R F
  5

  Phil Jasso and staff are true professionals. They are exceptional investment managers. They recently stepped up and assisted me with transferring shares of stock and beneficiary IRAs — much appreciated during a period of increased stress.

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  Kathleen Barnebey
  5

  I can't recommend Bridgetown Wealth Management highly enough. I have complete trust in my advisor, Phil Jasso, and feel like my investments are in the best of hands. Plus, he's a total delight to work with!

• B

  Butch Dela Cruz
  5

  There are so many things to like about Bridgetown Wealth Management. I like their quality of service and professionalism. They're responsive and they actively listen to my needs as a customer. But the one thing I like the most is working with my financial advisor, Phil Jasso. He is very personable, professional, and competent. Phil has worked with my partner and I since the company's inception in 2014. I can't imagine being without Phil and his team who I've entrust to manage my financial accounts and to provide sound financial planning. Phil and his team are like family. It's without reservation that I highly recommend anyone looking for a financial advisor and wealth management company to consider Phil and Bridgetown Wealth Management.

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  lara androschuk
  5

  I had the pleasure of working with Phil Jasso this last year to see about retiring. He has been so professional and understanding as my husband and I asked lots of questions. He explained every step of the way in language that we understood. Phil also helped me with contacting my bank for a IRA transfer / rollover. He is always so upbeat and I couldn't ask for a better company to help me through my retirement. I am so grateful to Bridgetown Wealth Management for learning all about Kaiser.

• S

  Scott Reis
  5

  I have been a client of Bridgetown Wealth Management since they first began in 2014. I have had a great experience and the service I have received is personal and top-notch. Phil Jasso is my financial advisor and I am very fortunate to have his help managing my retirement accounts and also other financial planning. He always makes himself available whenever I have a question or need to meet for my semi-annual review. I highly recommend Bridgetown Wealth Management for anyone needing trustworthy and highly competent financial advising.

• D

  Donna MacKenzie
  5

  My husband and I have had such a great experience with the Mills (Leslie, Cole, and Jacob)! They are so friendly, explain everything in detail, and are always prompt to answer any questions we have. Their staff is courteous and we’ve enjoyed the seminars provided. Thanks to their expertise, we feel well prepared for our retirement years.

• K

  Karen Rodriguez
  5

  Phil is fantastic (and fun!) to work with. He provides sound financial guidance that helps me and my family plan for our future. He started by asking us what parts of our financial situation gave us the most anxiety and we went from there. We’ve been working with him for the last 5-7 years and we couldn’t be happier with the guidance and support he’s provided us. We recommend him to all of our local friends.

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  Ilea Leaym
  5

  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.

• K

  Kelly Neidig
  5

  Phil and Mike are great!! They are friendly and attentive . I feel like they listen to any concerns I have and give great advice.

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  Pamela Evans
  5

  I was referred to Bridgetown by a colleague who works with me at Kaiser Permanente . I have worked with Phil Jasso for three years now. He and his team are well versed in the Kaiser Permanente system and how to maximize benefits, pay, pension and retirement choices. I could not recommend them more highly. Very personable and professional.