Welcome to BSB Investments

Client - Focused Wealth Management

BSB Investments focuses on you and the unique set of financial circumstances you and your family face.  Getting to know you and understanding your personal needs allows us to create a customized wealth managment strategy aligned with your short- and long-term objectives.  And by building a lasting, personal relationship with you, we are able to help you anticipate and plan for the future.

 

Strategies for Your Wealth Management Needs

Our experience team will work with you to identify your personal needs and values, then implement and monitor a plan designed to help you pursue financial independence.  Our wealth managment strategies include:

  • Retirement planning
  • Investment planning 
  • Estate planning
  • Risk managment
  • Insurance

 

Independence Powered by LPL Financial  

The consultants of BSB Investments are also affiliated with LPL Financial, the nation's largest independent broker/dealer.*  This relationship provides us unbiased research and a comprehensive array of tools, resources and technology.  Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations.

*As reported by Financial Planning magazine, June1996 - 2014, based on total revenue.                              

 

 

 

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