Bridgeview Capital Advisors Inc - David N. Waldrop, CFP

David is so professional and also personable, he has always made me feel valued as a person, not just a client. He has grown my investments steadily over the years and been very patient with me when personal matters hindered my getting documents he needed. I trust him with no hesitation with my finances.

Dave @ Bridgeview advisors is very conscientious about my comfort level while investing. I have been investing with Dave for approximately 15 years and he manages my portfolio well.... I highly recommend him, I can trust him, and he has helped other members of my family who also use him as an advisor. Dave has also given me referrals for other professionals that I've needed throughout the years and I appreciate him so much!!

David is an excellent source for all my investment needs. I have been working with David for approximately 10 yrs and he's always put me at ease with my financial needs & choices. I highly recommend David as his prowess exceeds expectations.

David is awesome! I?m so grateful for our partnership and his support in guiding my family and I with our financial goals for the present and future. He?s extremely personable, trustworthy, thoughtful, and knowledgeable (always going above and beyond to explain in ways that make sense to me). I would highly recommend David any day and so thankful for his support.

My husband and I have worked with David for nearly two decades. He has always been committed to our financial success and provides personalized feedback and advice. He has always taken great care of us!

David has been my financial advisor since he started his company, I don't remember exactly when that was, but it's been at least twenty years. Over those years he has helped me build a significant portfolio of investments to allow me to enjoy a comfortable retirement for me and my family. We started a game plan those twenty or so years ago constantly tweaking it along the way to best suit my needs and make changes in investment strategies as the market dictated and as I got closer to retirement. He is const

David was our first financial advisor and he was great at guiding us and helping us make smart financial decisions on our investments. He is very knowledgeable about the market and very good at listening to what your goals are and advising accordingly.

I can?t recommend Dave enough. My husband and I have known him for over twenty years. He is bright, strategic, reliable and consistent. Dave is a great communicator and has done extremely well for us. I trust him implicitly.

David is very flexible with my schedule but also provides me with teh encouragement that I need to move forward with making smart financial decision. I feel comfortable trusting David with finances and appreciate his knowledge and desire to help my capital grow for retirement.

I started working with David close to 20 years ago. He is honest, kind, straightforward, and just a great great man. Happy to have him advise me for so many years, happier to call him my friend.

David Waldrop, CFP, had been my husband's and my financial advisor for at least ten years, guiding our investments. But after my husband passed 13 years ago, David's assistance has become even more invaluable to me as a somewhat financially na?ve widow. He helped me transfer my retirement 403b over to Schwab in order to consolidate my investments. He suggested ways to increase the efficiency of my charitable donations through QCDs. He answers any questions I have, when I ask them. This past tax season, he

David has been an incredible support for me as a younger investor. I feel truly guided and supported by him as we set realistic goals that align with my financial stability and growth. David has also been at times like a financial therapist, always there to help me through any worries or concerns I have. I'm so grateful to have someone I trust looking out for my financial future. He?s extremely thoughtful and always takes the time to explain my one-off questions in a way that makes perfect sense. Couldn't a

David has been our financial guy for over 20+ years! He has your back with great financial advise and assisting with transitioning into retirement! Highly recommend you to give David a call to assist you with all your financial needs!

I have had the privilege of knowing David both personally and professionally going on four years and during this time, I have had many opportunities to be around him and his family, and I hold them in the highest esteem. David is an outstanding financial advisor whose integrity is unparalleled. He approaches his work with the honesty and trustworthiness that are essential in his field. David is an exceptional listener, always taking the time to understand his clients' needs and goals. He is incredibly smart

I've had the pleasure of working with David for 8 years and every interaction with him has been exceptional. He provides outstanding customer service and my finances have benefited greatly from knowledge and expertise. He's a delight to work with and I highly recommend him.

David Waldrop is the best. He explains everything in detail so I can easily understand it. I trust him 100% with his recommendations and to keep my portfolio growing.

David manages our firm?s 401K plan and is an invaluable source of information related to my retirement account.

David has always had my best investment interests in mind. He listens to my concerns and ideas. He is always available for my questions and has always made me feel my investments are safe and looked after. I feel he has always provided an extremely professional execution with my accounts but still has a personal touch when working with him. I have never felt like just a client, rather a good friend who has someone that really cares about me and my money. I have always enjoyed working with David and couldn't

David has always provided timely service and helped me achieve the best transition to a retirement lifestyle for the past 15 plus years and counting. Excellent Plus!

I've known David for 15 years and he serves as the financial advisor for my company's retirement plan. David is professional, ethical and highly skilled in financial services. He is a trusted advisor, looking out for the best interest of his clients and his reputation is impeccable. I've referred several of my own clients to David and greatly appreciate the care he takes in serving their needs. He comes with our highest recommendation for those seeking a financial products and services.

I have known David for over a decade and have had multiple financial planning discussions with him. He is an expert in his field of work. To add to it, David is ethical.and professional. He is someone that will ensure the highest level of service for anyone needing financial planning advice. Highly recommended!!

Dave's financial expertise has been invaluable. His approach is very reasonable and he does an excellent job at taking the emotion out of investing. He was certain to cater advise and recommendations that specifically met our needs after thoughtfully reviewing our goals. I highly recommend Dave as an advisor you can trust.

David is knowledgeable and varied in his expertise regarding all things financial. He has helped me budget, plan for the future and retirement, and think about situations in a big picture way. I highly recommend David if you are looking for a financial advisor.

Great experience with David, knowledgeable gives me a sense of comfort and I trust he will do the right thing, always available to answer any questions I have and just exactly what you want with someone handling your finances.

David has been exceptional to work with. He is down to earth and shows a genuine care for his clients.

Trustworthy, knowledgeable, personable and great to work with are the words that come to mind when I think of Dave Waldrop at Bridgeview Capital Advisors. I?ve always appreciated his insight and counsel when it comes to my financial future. I cannot recommend him enough.

David is a very knowledgeable financial advisor. If you are looking for first rate advice, transparent fees and help planning for retirement, David is an excellent choice.

David is a trustworthy person that I?d be very comfortable recommending to friends and family.

Dave is a professional in every way. He has his arms wrapped around the market and always gives sound advice.

David is a personal friend and bandmate. Always prepared and professional!

Mr. Waldrop is a true professional! Not only is he very knowledgeable, he's a great person to work with.

David delivers expertise, empathy and a strong conviction to do ONLY what?s right for his clients.

I really appreciate David's financial guidance/perspective and is always there to answer any questions. Thank you David!

My wife and I are both customers and he has always been great to work with and even better, great with our money!!

Always honest and straightforward. A genuine person who asks the right questions and always follows through!

David's expert advice and professional experience have been a huge help!

The relationship is invaluable. Thank you for your partnership