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About Us
Planning for Prosperity, One Update at a Time
Birchwood Financial is a California-based financial planning firm that offers comprehensive financial advising services, including financial, retirement, investment, tax, and business planning, tailored to each client's unique needs and goals. Our goal is dedicated to helping you achieve financial success.
Testimonials
Don’t just take our word for it—here’s what our subscribers have to say about the value they get from our financial insights
customized financial plan
"Birchwood Financial helped me create a customized financial plan that has set me on the path to financial success. Their team of experts was professional, knowledgeable, and easy to work with. I highly recommend their services."
Quinn Davis
retirement planning
"I had the pleasure of working with Birchwood Financial on my retirement planning. They were able to answer all of my questions and provide me with valuable insights into my financial future. Thanks to their guidance, I feel confident about my retirement plans."
Riley Jones
business finances
"I was struggling to manage my business finances before I started working with Birchwood Financial. Their team was able to help me create a customized business plan that has helped me achieve greater financial success. I highly recommend their services."
Payton Hillman
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Whether you have questions about our services, need personalized advice, or want to schedule a consultation, our team is ready to assist you. Reach out via phone or email for prompt support. We look forward to guiding you on your journey to financial security and success!
(203) 970 1843