How Is B.A.M. Different From my Brokerage Firm?
Have you ever felt that your broker was calling to get you to buy or sell a stock mainly to make a commission? Worse, have you ever seen transactions on your statement that you did not authorize? Have you ever gone to your broker to buy a particular mutual fund and left owning a fund bearing the same name as the company he works for?
What We Can Offer
We are dedicated to offer the highest quality of service to our clients. Our main focus is to develop a long term relationship and help them achieve both short and long term financial goals.
We believe that each individual’s situation is unique. This means taking the time to help our clients make decisions that are in their best interest. We accomplish this by educating our clients in the financial planning process using tested methods and progressive thinking.
Our clients, both existing and prospective, can expect constant review and monitoring of their financial plans. We want to make sure your financial future is secure and that all of your goals are met. Whatever your financial requirements may be, we hope that we may soon have the privilege of working with you.