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At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
1 Client Reviews
"My experience with Anthony has been nothing short of exceptional. From day one, he's demonstrated a level of professionalism, expertise, and genuine care that's honestly rare to find. He takes the time to thoroughly explain complex financial concepts in ways that my wife and I can actually understand, and he's incredibly patient with all our questions—no matter how basic they might seem. What really sets Anthony apart is his proactive approach. He doesn't just respond when we reach out; he regularly checks in with updates on our portfolio, alerts us to new opportunities, and keeps us informed about changes in tax laws or market conditions that might affect our strategy. He's also incredibly responsive—I never feel like I'm bothering him when I need guidance, and he gets back to us quickly every time.
The results speak for themselves. We've seen significant progress on our debt reduction, our investment strategy is performing well, and for the...
The results speak for themselves. We've seen significant progress on our debt reduction, our investment strategy is performing well, and for the...
Advisors
11 Client Reviews
"He has created a comfortable/ approachable working relationship for us — always available for a call, text, or impromptu coffee meeting to walk through all sorts of questions and scenarios. He’s great at presenting options, showing the pros and cons, and helping us land on the right decision for us"
8 Client Reviews
"Thomas has been great to help us organize our financial life. He gives simple and straightforward advice that is super easy to implement."
1 Client Reviews
"Austin Wealth Management (http://ausintwealthmgmt.com) … they are a planning focused, independent RIA. Like you say, Wall St firms focus on changing 1% of AUM. Austin Wealth focuses on planning ... the deep work that is usually treated as an afterthought or just flat-out ignored"
1 Client Reviews
"Raj Sharma and Chris Kemp at Merrill Lynch - I them for everything you mention. IMHO the real reason I have an advisor is to protect me from myself. I want someone who thinks deeply about diversification and understands how to manage their client (me) through market cycles."
1 Client Reviews
"@MeasureTwiceMNY — while I don’t personally use him yet (only because we don’t use a FA) he is enormously generous with his wisdom and time in some very well respected financial education networks and I always find his guidance helpful, practical and insightful."
1 Client Reviews
1 Client Reviews
"Luke Fields, Foley and Fields Wealth Management in Columbus, Ohio
-Focused but not too rigid with our strat
-Family history with his firm ➡️ trust
-Grounded and an A+ human being"
-Focused but not too rigid with our strat
-Family history with his firm ➡️ trust
-Grounded and an A+ human being"
1 Client Reviews
"For guys and gals exiting their biz, Ryan Leonard (PWM Goldman) is stellar. Understanding all the nuances around tax implications, legal, etc. very comprehensive and lots of value added."
1 Client Reviews
"@patrickjdwyer Miami"
1 Client Reviews
"Connor and the team at @StrachanGroupMS run one of the largest books in the country and have a comprehensive team that delivers results"
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