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Bridgehead Financial Group

  • Investment Service
  • Weldon Spring, MO
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About this business

FinanceInvestment Service

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. ... read more

Location details

500 Huber Park Court, Suite 208, Weldon Spring, MO, 63304, United States

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Mon8:30 a.m. to 4:30 p.m.
Tue8:30 a.m. to 4:30 p.m.
Wed8:30 a.m. to 4:30 p.m.
Thu8:30 a.m. to 4:30 p.m.
Fri8:30 a.m. to 2:30 p.m.
5.07 reviews
Kris Kittle, Ph.D.'s profile image
Kris Kittle, Ph.D. 
2 months ago

Do not recommend at all. We've been with Joe for nearly 10 years. He sold the CPA side of the firm this year and it has been nothing but a nightmare. We submitted all of our documents the beginning of March. They filed an extension, but we are no closer to getting them finished in September than we were in March. Every time I call, I'm told we're in the que (apparently their standard answer based on other reviews), but then we hear nothing until I call again. When I called to tell them to pull us out of the que because we we... read more

Dave B's profile image
Dave B 
3 months ago

When my CPA sold his firm to Averett, I continued to use them for my taxes. At first, they did fine, but this year they have not done anything on my tax return after having the information for four months. This will cost me money in penalties and interest. As other reviewers have stated, these people are basically unethical, disorganized, and liars. My tax information was provided to them in March. I checked with them on the status in early June since I had not heard from them and they told me they were working the returns... read more

Heather Moss's profile image
Heather Moss 
5 months ago

They use to be a quality tax firm but they have yet to process and finish my tax return this year. I have been an existing client for several years (before Covid) and my account was transitioned over when Todd joined the firm and then retired. I am still waiting for them to file my tax return. I submitted all my documents on 3/10. An extension was filed. Cecilia completed her portion on 4/24. I am still waiting for Ben to review my return so it can be filed. I’ve been told 2 weeks now since 4/24. They couldn’t even tell me i... read more

Judy Groulx's profile image
Judy Groulx 
4 months ago

Something has gone seriously wrong at Averett. I submitted all my tax documents before the due dates last spring and was told they needed to file an extension, but now 3 months later there is still no assurance that my 2022 returns are near completion. They do not answer their phones. 

Kelsie Bowyer's profile image
Kelsie Bowyer 
a year ago

At first, we had a great experience with this institution. All of the people were very friendly and helpful, and we were glad to be using them. However, after we submitted all of our documents, I called to check on how my return was coming along (almost 2 weeks later and the day taxes were due with an extension), and I was informed that they were too busy to handle my return. I understand then being busy, but what I didn't understand was why no one had told me sooner that they would not be able to complete it before it was d... read more

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Frequently asked questions about Bridgehead Financial Group

How is Bridgehead Financial Group rated?

Bridgehead Financial Group has a 5 star rating with 7 reviews. 

When is Bridgehead Financial Group open?

Bridgehead Financial Group is closed now. It will open tomorrow at 8:30 a.m.