Google reviewers rate BAM Advisory Group 4.9 out of 5 based on 73 reviews, with the owner responding to 92% of feedback. Clients frequently praise the firm's professionalism, clear communication, and comprehensive retirement planning services, noting that advisors provide detailed explanations and remain responsive to inquiries. A single low-star review criticized the company's recruitment tactics, describing the process of sending personal invitations followed by multiple calls and a sudden disinvitation as bizarre and unprofessional.
Data from Google, last updated October 25, 2026.
Reviews from Google, shown as published (original wording, unedited).
I have been extremely happy with the service and professionalism from everyone at BAM. As a single woman, I appreciate the security of working with such great people
We were referred to BAM Advisory by a friend. Honestly, I was a lil’ unsure of what to expect but I knew we needed to talk to a Financial Advisor as we prepare for retirement in the not so distant future. BAM was the perfect fit for us based on their knowledge and retirement specialities. The entire team has been absolutely wonderful at every turn. All take away tasks have been completed as committed, response times are awesome and they have all been super friendly & engaging. We’ve really learned a lot and have enjoyed working with the entire team. Our main contact is Jack, he’s been especially great to work with. Jack is on top of it at all times and I appreciate that he will do what he says he’ll do and no follow up is required of me. If you’re thinking about checking them out, take the plunge! You won’t regret it :)
Penny and Chris, thank you so much for sharing this! We're so glad your friend pointed you our way and that you took the leap. Hearing that you've learned a lot along the way means the world to us, and Jack especially appreciates the kind words. It's a joy working with you both as you get ready for this next chapter, and we're excited for everything ahead!
My wife and I have been clients of BAM Advisory for close to a year and couldn't be more pleased with the guidance provided to us. Having dealt with sub-par financial advisers in the past, I was wary to try again. My wife attended one of the free introductory seminars at a near by library regarding tax planning for retirees and was very impressed with the presentation. We then scheduled and an introductory meeting with Max Ross. He presented the methodologies and strategies which could be utilized to successfully manage our holdings to best meet our needs. We have met with Max Ross and Liberty Streeter on a quarterly basis to review and adjust our plan as needed. Additionally, they are very open to any observations, questions or suggestions the client may have as to the management of the assets. There are no stupid questions with these folks. From the top on down, the owner, David Afraimi, has assembled a team of highly skilled professionals to not only insure your financial goals are fully met, but to teach all of the ins and outs of the process. In summary, I would not hesitate in recommending these folks to anyone. Thanks BAM !
Alan and Nancy, thank you so much for taking the time to share this! We love that it all started with a seminar at the library, and it's been a joy getting to know you both this past year. Max, Liberty, and the whole team are so grateful for your kind words, and your questions always make our conversations better. Thank you for trusting us. We can't wait to keep the journey going together!
We have been BAM clients for over 6 years and have never regretted connecting with David and Christy and now Max! We are very comfortable with the high level of integrity we have experienced with BAM. It is easy to connect with whomever we are trying to reach, easy to stay in touch and Max is very attentive to our account.
Hi Cherylin, thank you so much for these kind words! We're honored to have had you and WJ as part of BAM for over 6 years. It means a lot to know you feel that same integrity and care from our team. Thank you for trusting us!
BAM is such a personable and easy to work with company. They are straightforward with all the facts and information and take great care of my accounts!
BAM is such a personable and easy to work with company. They are straightforward with all the facts and information and take great care of my accounts!
Hi Katie, thank you so much for the kind words! We love working with you and are so glad you feel taken care of. That means the world to our team. Thanks for trusting us!
I've been with BAM for many years now. I'm impressed with the consistently solid professionals who've worked with me, am confident in the guidance I'm given and feel supported by them with regard to some particularly sensitive and challenging personal circumstances. I highly recommend!
Thank you for trusting us, especially through the harder moments. Being part of your journey means a lot to us.
Retirement: The word for "retired" in Portuguese is "reformada" which means reformed, renovated. I am now in my 5th year of my renovated, reinvented, reenergized life. The BAM Advisory Group team has been with me every step of the way. I met David Afraimi a couple of years after the death of my husband of almost 40 years. I was hoping to retire while I was still young and healthy enough to be creative and enjoy life after 50+ years of the daily grind. I had never been in a high-income bracket, and I was concerned that I had not saved enough to allow me to retire when I wanted to. I was skeptical of financial advisors and unsure if I trusted myself to find someone who would genuinely be on my side. (The Bernie Madoff scandal was big news in those days.) I received a flyer from the University of Denver inviting me to attend David’s mini-workshop, and because I trusted the university, I signed up. I was immediately drawn to his “3-bucket” approach; it made perfect sense to me. At the end of the first session, I approached David to ask if he would consider working with me, given my financial situation. He said absolutely and we set a time to meet to begin strategizing. The plan he suggested was easy to follow. It allowed me to have not only have a bit of extra income, extra travel money (I joked with David that I had created a 4th bucket for myself that was just for travel during retirement), savings, investments that have grown beyond expectation and a couple of legacy accounts for my son. Over the years I have worked with David, Max and Dylan who made sure that I stayed on track. They have listened to me, have answered my questions, have understood my wishes, desires and goals, and most importantly, have made sure that I understand how my plan is working. I am by no means wealthy. I still believe I am one of BAM’s low-end clients, but I have exactly what I need to live the life I love. I feel a deep sense of gratitude to the BAM team and consider them, as a group and individually, to be a significant part of my life.
Sharon, thank you for sharing your story. Your "reformada" journey has been such a joy to witness. We're honored to be part of it.
A good, solid firm with updates to clients about quarterly. Have done a fine job with my major goal of income during retirement in choice of products, etc. On the ball on protection during down markets. Have experienced some fiduciaries who quite personally tailor to my needs.
Thank you, Lynne! We're glad the quarterly updates and retirement planning has helped give you confidence. It's a privilege to walk this financial journey with you.
I have been with BAM Advisory Group for 2½ years, and it has truly been the best financial decision I’ve ever made. It gives me great peace of mind knowing that my money is being managed by experts, allowing me to fully enjoy my retirement. Dylan and Max have been exceptional—communicative, attentive, and always responsive to my needs. Highly recommend!
Thank you, Lynn! We truly appreciate your trust in BAM. Dylan and Max will be so glad to hear this. Wishing you continued peace of mind in retirement!