Bucket List Wealth Management - The Villages, Florida

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Bucket List Wealth Management

Bucket List Wealth Management is a reputable financial planning and investment service based in The Villages, Florida. Located at 8564 E County Rd 466 Suite 203, The Villages, FL 32162, United States, and reachable at 3523078652, this company has been providing high-quality financial services to clients for many years.

The company specializes in financial planning, financial consulting, and investment services, among other related offerings. They are known for their personalized approach to each client's unique financial situation and goals. Their commitment to providing exceptional service is evident in their range of on-site services, including wheelchair accessibility, making them an inclusive choice for all clients. Appointments are recommended to ensure personalized attention.

Bucket List Wealth Management has earned an impressive average rating of 5 stars from 8 reviews on Google My Business, a testament to their dedication and expertise in the field. One particular highlight is their ability to provide ongoing support and guidance to clients, as seen in the positive feedback from long-standing clients who have experienced the company's professionalism and commitment to their clients' best interests.

With a strong focus on personalized service, expertise, and accessibility, Bucket List Wealth Management stands out in the financial services industry. Their dedication to their clients' financial well-being is evident in their approach and the positive reviews they have received. For individuals seeking a reliable and trustworthy financial planning and investment service, Bucket List Wealth Management is a top choice.

Specialties

• Financial Planner
• Financial Consultant
• Investment Service

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"summary": "Bucket List Wealth Management is a top-rated financial planning and investment service located in The Villages, Florida, offering personalized services and a commitment to clients' financial well-being.",
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👍 Reviews of Bucket List Wealth Management

Teva R.

5/5

I was first introduced to Bucket List Wealth management through my parents as Bucket List helped to manage their investments. After my parents passed away, Bucket List was very helpful in transitioning the funds so I (as well as some of my siblings) decided to stay with them. They have always made time to meet when I/we had questions or concerns about the various funds and, as a fiduciary, I trust that they have my/our best interests in mind when making financial recommendations. I highly recommend them.

Cheri E.

5/5

I was referred to Bucket List Wealth from 3 of my friends that have used their services for several years. I then attended one of their luncheons at Brownwood at the Villages and was thoroughly impressed by this group. They offered me a review of my complete portfolio including a review of my taxes and my trust for no fees. I met with them several times to go over the results of their reviews and was very impressed by the outcome. As a result, I am changing my trust, and am more aware of the tax implications of my investments. In addition I realized that my previous investment company did not have my best interests at heart by charging excessive fees and having me in certain products that weren't right for my husband and I. As such I am in the middle of changing my investments for them to manage.

Robert P.

5/5

From the very first seminar my wife and I attended and every meeting since, we have been very impressed with Dan, Jean, Josh and their entire staff. They are all fiduciaries, which is rare in a brokerage firm, and they have all lived up to this responsibility in every way. We consider them as friends as well as advisors!

Bob D.

5/5

We started in 2018 and Dan Quirk and hiis representative, Joshua Cruz, have been nothing but outstanding. Joshua's passion for this business is obvious from the first moment we met him and his knowledge and thouroughness are impressive.
In our opinion, one of the most compelling reasons we luv this company so much is how Joshua listens to both of us, asks questions do determine what we really mean and what we desire, restates our answers to us and then, explains the options we have to make our money do what we want. This is NOT a cookie cutter organization.
The best financial advisors we have ever found.
Thanks Dan & Josh!
Bob & Donna

Mary K.

5/5

My husband and I have had a great experience with caring, kind and extremely helpful investment advice. Cannot say enough good things about all the help they have given us through the years we have been with them. Everyone there goes above and beyond to make sure we are given the best advice.

Gina B.

5/5

The office is inviting and the staff is very detail oriented. I would highly recommend Bucket List for financial advice. It's nice to have my finances organized and with people I trust to make my money work for me.

Linda S.

5/5

SENIOR FINANCIAL SECURITY AND THE BUCKET LIST STAFF. I FIND THEM TO BE HELPFUL,,HONEST, AND THE WHOLE STAFF WORKS WITH YOU .JEAN HAS BEEN HELPFUL AND PATIENT AS A NEW CLIENT AND NOW 8 YEARS LATER I STILL HIGHLY RECOMMEND THEM. THE WHOLE STAFF ARE ALWAYS AVAILABLE, AND PROMPT, AT RETURNING CALLS AND E-MAILS . ALWAYS TREATED WITH RESPECT AND PATIENCE . WE HAVE RECOMMENED MANY FRIENDS AND FAMILY MEMBERS OVER A PERIOD OF ALMOST 9 YEARS . EVERY REFERRAL HAVE THANK US AND JOINED SENIOR FINANCIAL.

Jerry H.

5/5

Very helpful. Always there when you need something answered. Very knowledgeable in several areas. Have assisted us in several different matters besides financial.