Dennis McMurray
Irvine, California, United States of America
(7)
Irvine, California, United States of America
(7)
Investment advisors Dennis McMurray operates Services within the U.S. with assets totaling $100 million in Bridge Wealth Management. Excellent communication and listening skills: Investment advisers will need to build close relationships with their clients to really understand their goals.
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7 customer reviews
Jamel Gantt
Firstly I am very thanks fully of Mr. Dennis McMurray. He is a great man and very professional, he explains everything initial point to finish point of customer service . I am very happy for my work output. He also teach us using of many great techniques of the Investment Advisor. More...
Alice Stirrat
Great Investment strategy you gave to your clients after seeing there requirements.
Alexander Peters
Bridge Wealth Management is great organization and very well known for its advisory services.
David Giuffrida
Nice Dennis keep it up soon your Bridge Wealth Management Group will be no 1 for service that you provide to your customer. Very impressed service you gave me. More...
Brazos G Minshew
Great Service Mr McMurray....... It really helped me
Anthony Rufrano
Great Work Dennis Keep it up.....
David Ovist
Bridge Wealth Management Group is working very hard and Dennis McMurray strategies are really awsome.
What do you love most about your job?
Some advisers shape investment portfolios for each client. Other advisers stick to one or more centrally managed portfolio that reflect a specific investment strategy, style, or model. Clients sometimes retain several advisers with different investment strategies and styles to diversify their portfolios.
What inspired you to start your own business?
Strong finance and analytical skills: To give good advice an investment adviser must gather personal and financial data about the client. You must understand the client's tolerance for risk and their expected rate of return on investments. A good investment adviser will use this data to analyse existing investments, and make recommendations about what the client should do going forward.
Why should our clients choose you?
Organisational skills and the ability to manage time: As a good investment adviser you will know where all your client's investments are so their portfolio makes sense. Otherwise you may end up owning the same type of investments in different accounts.
