Onyx Bridge Wealth Group - Tarrytown, New York

Onyx Bridge Wealth Group: A Premier Financial Planning Service

Location: Situated at 120 White Plains Rd Ste 115, Tarrytown, NY 10591, Onyx Bridge Wealth Group stands out as a trusted financial planning service. The firm, accessible via Phone: 49096699 and their comprehensive Website: onyxbridge.com, offers personalized financial planning services. The business prides itself on its financial planner expertise, ensuring clients receive tailored advice to meet their unique financial goals.

Accessibility and Inclusivity:

Onyx Bridge Wealth Group demonstrates a commitment to accessibility, with a wheelchair accessible entrance, parking lot, and restroom that cater to individuals with mobility needs. This inclusive approach ensures that all clients, regardless of physical abilities, can comfortably conduct their business with the firm. The establishment of a wheelchair accessible restroom further underscores their dedication to creating a welcoming environment for everyone.

Appointments and Service Quality:

Clients are encouraged to schedule appointments in advance, a practice that helps the team manage their time effectively and provide undivided attention to each client's needs. This professional approach has garnered positive feedback, with clients praising the firm for its productivity and dedication. For instance, one glowing review highlights the exceptional service provided by Dan O'Shea, a key advisor at Onyx Bridge Wealth. The client appreciates the ongoing support, including periodic check-ins and annual face-to-face meetings to review and adjust financial plans. This level of personalized attention is rare and significantly contributes to the high average opinion of 5/5 from the limited but available reviews.

Company Overview and Services:

Onyx Bridge Wealth Group specializes in offering comprehensive financial planning services. As a financial planner, the company focuses on helping clients navigate complex financial landscapes to achieve their long-term goals. Their services likely encompass retirement planning, investment strategies, tax optimization, and risk management. The firm's commitment to maintaining a wheelchair accessible environment and providing detailed, personalized advice sets them apart in the competitive financial advisory market.

Additional Points of Interest:

Prospective clients should note several points of interest when considering Onyx Bridge Wealth Group. Besides the facility's accessibility features, the firm's recommendation to schedule appointments in advance is a practical tip for anyone looking to engage with their services. This approach not only streamlines the client experience but also ensures that advisors can dedicate sufficient time to each client's needs. The firm's physical location in Tarrytown, NY, is convenient for clients in the area, and their responsive phone number and website make it easy to get in touch or learn more about their services.

Online Presence and Reviews:

The company's online presence is robust, with a professional website that likely provides detailed insights into their services and a portfolio of successful client cases. While there are only two reviews available on Google My Business, the average opinion of 5/5 is a strong indicator of client satisfaction. One review endorses Dan O'Shea as an exceptional financial advisor, highlighting the firm's ability to maintain a high level of service quality over time. This consistency in positive feedback reflects the team's expertise and client-centric approach.

Recommendations:

For individuals seeking financial guidance, Onyx Bridge Wealth Group presents a compelling option. Their combination of expert financial planning, accessible facilities, and dedication to client satisfaction makes them a go-to choice for those looking to secure their financial future. Given the limited but overwhelmingly positive reviews, potential clients can feel confident in their decision to reach out. It's advisable to schedule an initial consultation to discuss specific financial goals and how the team at Onyx Bridge Wealth can help achieve them.

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👍 Reviews of Onyx Bridge Wealth Group

Lena F.

5/5

We work with Dan O'shea at Onyx Bride Wealth, he is the best financial advisor. He calls us periodically to see if how we are doing and if we have any concerns. We have a face to face once a year to catch up on our plans moving forward. I decided to write this review after reading the only review on Google about this very productive financial advising company. Moral of the review is one bad move doesn't make anyone a bad advisor.

Lisa K.

5/5

I couldn't be happier with both Jared and David. I was hesitant to make the move from Vanguard for my retirement accounts and after almost two years they have done a fantastic job of growing my retirement income. Thank you so much!!!