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Bridgehead Financial Group
- Investment Service
- Weldon Spring, MO
About this business
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
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 4:30 p.m. | |
| Tue | 8:30 a.m. to 4:30 p.m. | |
| Wed | 8:30 a.m. to 4:30 p.m. | |
| Thu | 8:30 a.m. to 4:30 p.m. | |
| Fri | 8:30 a.m. to 2:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I've been scammed by this firm. AVOID this accounting firm at all costs. They purchased the old firm that was very reputable and I had used for years. Now the new owner, a unreliable Ben Johns has informed me, after completing my taxes two months ago and then taking 2 months to conduct some sort of "review" that they can not complete my taxes. After waiting 2 months for this review to be completed, I am sure I will now be facing penalties and fines from the IRS.
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
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
Avoid this accounting firm! Since they purchased this company from Averett Financial in July 2023 I have not been able to get a straight answer about when my tax return will be filed. At this point I am going to have to pay penalties to the IRS for filing late even thought they have had all of my information since July.
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
Frequently asked questions about Bridgehead Financial Group
How is Bridgehead Financial Group rated?
Bridgehead Financial Group has a 5 star rating with 9 reviews.
When is Bridgehead Financial Group open?
Bridgehead Financial Group is closed now. It will open at 8:30 a.m.