Financial AdvisorJacksonville 5.0 (3)
Own this business and don't want to be listed? Remove my business. Something wrong here? Report a problem.
Premium listings show a 60-second video here. See Premium
Financial Advisor in Jacksonville, FL
Is this your business?
Claim it free to fix your info, add photos and a video, answer questions, and post deals.
Claim this listing5.0 on Google from 3 reviews · Read on Google
Recent Google reviews
Jake Bartel and the team at Birchcreek have been amazing to work with. Jake has managed my retirement portfolio for ten years - always focusing on my stage of life and how to balance my need for funds. He is thorough, inquisitive, detail-oriented and a great listener. With frequent communication, Jake hears my financial needs and concerns then reviews investment options and discusses impacts.
Jake at Birchcreek has been an outstanding financial advisor. His communication is excellent, he’s always responsive and transparent, and I trust his guidance completely. Thanks to his expertise, I’ve seen strong investment growth while feeling confident in my long-term financial plan. I highly recommend Jake and the team at Birchcreek to anyone looking for trustworthy, knowledgeable financial advice.
I have worked with Jake for over a dozen years. He is incredible. There are lots of financial people but Jake he is special. His personal and friendly approach is what keeps you part of his family. Jake is extremely knowledgeable. He stays up to speed on where the trends and the economy are going. He listens to what your plan is and helps guide,direct and encourage the best for your assets. I anticipate a continued long relationship with Jake. Hoping you will too!
Reviews from Google. See all on Google Maps.
No 904biz reviews yet. Be the first.
No questions yet.