BGK Financial - Arlington Certified Financial Advisors

Vienna, VA · Insurance broker

Rating
5.0/5
★★★★★ 5.0
Reviews
6
Rank in Vienna
#11
of 13 insurance agents
City Percentile
67%
rating percentile
Address
BGK Financial - Arlington Certified Financial Advisors, 2500 Lakevale Dr, Vienna, VA 22181
Phone
(571) 586-9037

BGK Financial - Arlington Certified Financial Advisors is an insurance agent located in Vienna, VA. It is one of 13 insurance agents listed in Vienna. Its 5.0-star rating is above the Vienna city average of 4.7 stars. It ranks #11 of 13 insurance agents in Vienna. There are 10 photos associated with this location.

About BGK Financial - Arlington Certified Financial Advisors

Looking for a trusted certified financial advisor in Arlington, VA? Our team of experienced 35-year professionals specializes in retirement planning, wealth management, and investment and financial planning to help you build a secure financial... More

Customer Reviews

★★★★★ 5.0 Monica Massey · Dec 2024

I was introduced to Bruce Kaserman through a retirement class held by my job. During this time I was in the midst of caring for a loved one with a chronic illness, thus thoughts of retirement were on my mind. Bruce was very professional and patient with me during this time, and would answer my questions no matter how many times I asked the same question. He understood my financial risk fears and provided me with products that my husband and I were comfortable with. Bruce came during a time when I was very vulnerable but his honesty and professionalism helped to quell those fears so that we could choose the best products for our finances. Client of BGK Financial since 2021

★★★★★ 5.0 Merle Silverman · Dec 2024

Bruce Kaserman has been my insurance agent for over 10 years. He has advised me in selecting Medicare coverage, dental insurance, annuity opportunities and other investments. I have been very satisfied and appreciative of his choices for me by considering returns, my age and financial situation. I have found him to be completely honest and truthful in his dealings with me. I will continue to work with him in protecting my health and financial well-being. Merle A. Silverman

★★★★★ 5.0 neiland wright · Dec 2024

I started working with Mr. Bruce Kaserman fourteen years ago for assistance with retirement investment, and I have greatly benefitted from his judgement and expertise. Mr. Kaserman is friendly, knowledgeable and trustworthy and has a lifetime of experience in the financial services industry. He has an encyclopedic knowledge of financial products and financial markets and was able to understand my unique needs and goals and create an optimized plan to achieve them. I'm grateful not only for his experience and integrity, but for his diligence and follow-through on all matters. I feel very fortunate to have Mr. Kaserman in my corner.

★★★★★ 5.0 Bobby crane · Dec 2024

After seeing an online advertisement for a book about IRA's, I called Bruce to enquire about obtaining a copy. He was so knowledgeable and helpful with my questions and sent me a copy of the book. After reading the book and discussing some of the content with Bruce, I had a decision to make. After much prayer and discussion with my wife, I moved all of our investment assets to Bruce's company. It was easy and he took care of everything. That was just over four years ago and since then, he has provided nothing short of 5 Star service. He is always available to address my questions and concerns. He is not your typical Monday through Friday financial advisor. We talk on Saturday and Sundays as well, if the need arises. He's personable and shows great concern for my family and not just from th

★★★★★ 5.0 Fred Velarde · Dec 2024

It is my privilege to both personally attest and highly recommend Mr. Bruce G. Kaserman, President of BGK Financial. I have had the pleasure of knowing Bruce Kaserman since April of 2007, when he and his family moved into a home across the street from my own residence within the Lakevale Estates Community, located in Vienna, Virginia. For over seventeen years, Mr. Kaserman has consistently demonstrated impeccable moral character and personal integrity. Throughout that time, I have had abundant opportunities to discuss a wide variety of personal and professional topics with Bruce. He has proven to exercise both sound intellect and proper ethics regarding all forms of social interaction. Bruce Kaserman and I have personally taken active concern in a variety of neighborhood community ass

Accessibility & Amenities

✓ Wheelchair Accessible Entrance ✓ Wheelchair Accessible Parking Lot

Services

Insurance brokerFinancial advisorFinancial consultantFinancial planner

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