What Clients Are Saying Perigon Wealth Management (GG)
5 /5 Hope Bronsky: Blue Water has been managing my 401k plan for the past year. Thus far, they have been an absolute joy to work with! They are extremely knowledgable and they are always quick to answer any questions I may have. I appreciate their educational suggestions when it comes to building my portfolio!
5 /5 Laura Garcia: The team at Blue Water Capital management is knowledgable, patient and wonderful. They recently helped us set up a retirement plan for our employees and provided top notch customer service and education for both the administrative team and all participating employees. We could not be happier with the management of this plan and will be a client of theirs for many years to come!
5 /5 Maggie Swift: BWCM has been managing my Roth and 401k plans for a few years now---they are extremely knowledgable about the markets and I love how educational they are. Appreciate the quick communication and insight as I build my portfolios.
Jesse Strazzabosco The Angelo Planning Group has been with our family for many years. Ralph and his team have done an excellent job helping us get planning and results we need. Thanks Ralph and crew!
Matthew Guido I went here yesterday. Couldn’t have been better service. The manager really helped even when I was rude. She was professional
And at the end of it I felt we were all cool. I appreciate them putting up with my attitude. I hope they know I meant that apology bc I’m sure they get crap all the time being the nature of the business. I felt wrong to give them more crap but they stuck with the transaction and made it happen. I appreciate them. A+ service as well from the other associates