Types of Investment Services Offered...
Personalized Financial Consultations
BF Investment Services offers free, personalized financial consultations to evaluate your financial situation. We take the time to learn about you, then craft and implement a strategy to help pursue your financial goals. It doesn’t stop there. Our customers are welcome to meet with us at any time to review their current financial situation.
Portfolio Construction and Management
Our LPL financial advisor will construct a portfolio based on your current financial situation and the goals you are trying to meet. They are available to meet regularly to review your portfolio, as planning is a process.
Life, Disability Income, and Long Term Care Insurance Planning
Our financial advisors work with many insurance companies and can provide you with the right information based on your insurance needs.
Investment Research / Analysis
Our LPL financial advisor utilizes a wide array of tools when it comes to researching your current investments as well as possible future investments.
We believe strongly in the value of financial education in an ever-changing world. Our LPL financial advisor can conduct seminars on various topics ranging from college savings to retirement income. Please call for information about our seminars.
Employer-Sponsored Retirement Plan Analysis for Business Owners and Managers
Our LPL financial advisor can analyze your current employer-sponsored retirement plan and provide objective feedback. If areas need improvement a course of action will be recommended.
LPL Financial Representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.