Bucket List Wealth Management

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!
Feb 7th, 2022

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.
Feb 1st, 2022

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.
Jan 17th, 2022

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.
Dec 2nd, 2021

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.
Oct 7th, 2021