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August 2023 by Jim Jernigan
I've been with Bogart Wealth for quite some time. A friend of a friend recommended checking out James Bogart after a national financial services firm could no longer offer me the retirement services I was seeking. James’ staff did a great job in assessing my needs and putting together a retirement plan for me that I feel very confident with.
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February 2023 by Corrie Henson
My experience with Bogart Wealth was absolutely incredible! They provided me with exceptional advice and guidance when it came to retirement planning. They were very knowledgeable about the various strategies I should pursue, and the financial products that could best meet my needs. The team is always available to answer questions and provide support whenever needed. They took the time to explain different concepts in detail, so that I fully understood what each option entailed. They also went above and beyond to ensure that I had a comprehensive plan in place for my long-term retirement goals. They crafted a portfolio tailored specifically towards my goals and risk tolerance, taking into account all of my individual needs and circumstances. The team is incredibly competent, professional and friendly, making the process enjoyable as well as educational! It was great having access to such high-quality financial advice that I can trust 100%. I would highly recommend Bogart Wealth when it comes to retirement planning - they are truly an outstanding company!
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November 2022 by Beulah Vega
Working with Bogart Wealth to setup my ExxonMobil savings plan has been nothing short of amazing. Thank you, I will be recommending you to fellow colleagues of mine.
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November 2022 by Marty Anderson
Great wealth management firm with a wealth of knowledge. They’ve helped us with our financial planning and investment management for over 3+ years now. Couldn’t be happier.
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November 2020 by The Beard Guy
The team at Bogart wealth are exceptional at what they do. I highly recommend them for wealth management.
