Whether you're focused on building, developing, or preserving your assets, we provide advice to help. Our mission is to provide a professional yet personal service that helps our clients know their financial lives are well cared for. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and BD Financial Concepts are not affiliated companies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and BD Financial Concepts are not affiliated companies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Services
Building a portfolio requires professional advice and careful planning. If you have not established a portfolio for retirement, we consider the status of your retirement accounts, taxes and expenses. We ensure that you're making the maximum contribution, which is a pre-requisite for opening other retirement accounts.
Reviews (1)
Janice Nesenger
Aug 06, 2019
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The owner has lied to me on many occasions about important legal documents my father has. She preys on elderly. My father has had Alzheimer’s for years and she called his lawyer and told him my father wanted his will changed without contacting family. She didn’t even disclose to lawyer he had Alzheimer’s. What kind of financial advisor meddles in this family business? Unethical! She did it for financial gain. She lies about being affiliated with financial protection agencies like FINRA,. Do not invest with her. Her name is Bea Del Cid.
