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Our Process

BSB Financial Services is an independent, fee-based investment advisory firm, that has been family-owned since 1989. We value each of our clients and have been proud to work with them over many years, often over multi generations. This focus on relationships has allowed us to grow primarily through trusted referrals.

We understand that financial planning is a highly individual, lifelong process. Throughout each stage, we understand that our clients’ goals, risk tolerance, and future plans will change. We remain committed to your best outcomes every step of the way!