Bluebird Wealth Management - Medfield, Massachusetts

Bluebird Wealth Management

Bluebird Wealth Management is a highly-regarded financial planning and investment firm located at 266 Main St #19b, Medfield, MA 02052. They can be reached by phone at 5083594349 or via their website at bluebirdwealthmanagement.com. The company specializes in financial planning and investment management. Here are some additional points of interest:

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointments recommended

This company has received 4 reviews on Google My Business, with an impressive average rating of 5/5. Clients praise Bluebird Wealth Management for their high level of knowledge and experience, staying current with market trends, and providing personalized attention. They are known for their commitment to honesty and integrity, which is a top priority. Overall, Bluebird Wealth Management is a top choice for those seeking a reliable and dedicated financial advisor.

👍 Reviews of Bluebird Wealth Management

Virginia I.

5/5

Bluebird Wealth Management, of Medfield MA, has been managing my financial portfolio since 2018. I am extremely satisfied with Brian's services. He has a very high level of knowledge and experience in the field of financial markets, always stays current, and manages well even during the most challenging times. He is very attentive, available, and dedicated to meeting the individual needs of each client. Most importantly, Brian and Bluebird Wealth Management are committed to the highest standards of honesty and integrity.

Ben B.

5/5

Bluebird Wealth Management has managed my retirement portfolio since I retired. The founder, Brian Sokolowski, has been a friend since he was in high school and is someone I trust completely. His background prior to starting BWM has prepared him well to offer great advice and handle my investments carefully during turbulent times. His research and investment planning, dedication to serving his clients, and his integrity are unmatched. He takes pride in being open, friendly and straight forward in his communications. The fact that his investment portfolio had more than quadrupled in size since I joined him speaks for itself.

Chris S.

5/5

Bluebird Wealth Management, of Medfield MA, has delivered above market returns since they've been managing my financial portfolio. I am extremely satisfied with their services. This firm has a very high level of knowledge and experience in the field of financial markets, is very attentive, available, and dedicated to meeting the individual needs of each client. Highest standards of honesty and integrity. You can trust them with your savings!

TheMrRileyroo

5/5

You can trust the Bluebird team. I never feel like another number or taken for granted. The team is always accessible, thorough, and honest.