Bedrock Asset Management - Bentonville, Arkansas
Address: 240 S Main St Ste 226, Bentonville, AR 72712, United States.
Phone: 4793231382.
Website: bedrockarkansas.com
Specialties: Financial planner, Financial advisor, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilet, Appointments recommended.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Bedrock Asset Management
⏰ Open Hours of Bedrock Asset Management
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
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Bedrock Asset Management: A Comprehensive Overview
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Bedrock Asset Management is a distinguished financial services firm dedicated to providing comprehensive and personalized financial guidance to individuals and families. Located in Bentonville, Arkansas, at 240 S Main St Ste 226, the firm operates with a commitment to building long-term relationships based on trust and expertise. Their primary focus is on helping clients achieve their financial goals through strategic planning, investment management, and ongoing support. The firmâs address is Address: 240 S Main St Ste 226, Bentonville, AR 72712, United States, and they can be reached by phone at Phone: 4793231382. For more detailed information, please visit their website at Website: bedrockarkansas.com.
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Specialties and Services
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Bedrock Asset Management specializes in a range of financial services, including acting as a Financial Planner, a Financial Advisor, and a Financial Consultant. They offer a holistic approach to financial management, encompassing:
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- Financial Planning: Developing customized financial plans tailored to each clientâs unique circumstances, goals, and risk tolerance. These plans typically cover retirement planning, education funding, estate planning, tax optimization, and insurance needs.
- Investment Management: Providing expert investment advice and managing client portfolios to help them grow their wealth while minimizing risk. Bedrock utilizes a diversified approach, considering various asset classes, including stocks, bonds, and alternative investments.
- Retirement Planning: Assisting clients in planning for a comfortable and secure retirement, considering factors such as income needs, healthcare costs, and potential longevity.
- Estate Planning: Helping clients develop strategies to protect their assets and ensure their wishes are carried out after their passing.
- Tax Planning: Offering guidance on tax-efficient investment strategies and financial planning techniques.
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The firmâs philosophy centers around a client-centric approach, prioritizing understanding each clientâs individual needs and tailoring solutions accordingly. They pride themselves on proactive communication and ongoing support.
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Points of Interest and Accessibility
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Bedrock Asset Management is dedicated to providing a welcoming and accessible experience for all clients. They offer a Wheelchair-accessible car park and a Wheelchair-accessible entrance, demonstrating their commitment to inclusivity. Furthermore, clients are encouraged to schedule appointments in advance to ensure personalized attention. The facility also includes Toilet facilities. Appointments are highly recommended to optimize the client experience.
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Client Feedback and Reputation
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The company has garnered consistently positive feedback from its clients, as evidenced by its Average opinion: 5/5 rating on Google My Business, with a total of 10 reviews. These reviews consistently highlight the firmâs dedication to client satisfaction and the expertise of its team. A recurring theme in the feedback is the exceptional service provided by Linda, a key member of the team. Several clients have specifically praised Lindaâs ability to listen attentively, understand their needs, and provide thoughtful advice without pushing specific products. Clients feel a genuine sense of partnership and trust in her guidance, resulting in improved financial decision-making and a tangible positive impact on their lives. The emphasis on building strong relationships and providing tailored solutions appears to be a cornerstone of Bedrockâs success. Itâs clear that the team prioritizes understanding clientsâ individual circumstances and goals before recommending any strategies.
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Contact Information and Additional Details
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To schedule an appointment or learn more about Bedrock Asset Managementâs services, prospective clients are encouraged to contact the firm directly. The firmâs website, bedrockarkansas.com, provides further details about their team, services, and investment philosophy. They are committed to providing a professional and supportive environment for all clients seeking sound financial guidance. The firmâs dedication to accessibility and client satisfaction is a testament to their values. Bedrock Asset Management strives to be a trusted partner in helping individuals and families achieve their financial aspirations.
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"summary": "Bedrock Asset Management is a reputable financial firm in Bentonville, Arkansas, offering personalized financial planning, investment management, and advisory services with a strong client-focused approach and consistently high ratings.",
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👍 Reviews of Bedrock Asset Management
