Company Email Format Management

BCR® Wealth Strategies

Financial Services Vestavia Hills, Alabama, United States 15 employees

Employees: 15
Contacts: 1
Emails: 1

bcrwealth.com LinkedIn

BCR® Wealth Strategies Overview

Headquarters: Vestavia Hills, Alabama, United States
Phone Number: Available in AeroLeads
Website: bcrwealth.com
Industry: Financial Services
Employees: 15
Founded: 1996
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management Financial Services Retirement Planning Employer Sponsored Retirement Plans College Savings

About BCR® Wealth Strategies

At BCR Wealth Strategies, we recognize that every client has a unique financial situation with its own set of strengths and challenges. We assist our clients to understand their financial goals and develop a plan to achieve whatever they may wish. In a Wealth Management relationship, the emphasis is placed on the client’s goals while the investment portfolio is seen simply as the means to achieving those goals. Once our client’s goals and dreams are established, we create, implement and monitor an investment strategy that complements their plan. BCR Wealth coordinates with a client’s accountants, attorneys, and other professional advisors to make sure that everyone is working in harmony to achieve the client’s goals. Long-term success will be achieved through dedication and monitoring throughout a client’s financial life cycle.

BCR® Wealth Strategies Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage

BCR® Wealth Strategies Org Chart

Sample employees and titles

Name	Title	Location	Contact
Harold Sasnowitz	Certified Financial Planner(r) at Bcr	Binghamton, New York, United States	View
Sandra Cleveland, Cfp, Ccps	Vice President, Financial Planner	Birmingham, Alabama, United States	Email
Marshall Rathmell, Cpa, Pfs, Cfp®	Financial Planner and CEO at Bcr®	Birmingham, Alabama, United States	View