Your first step is to contact our office. This email: Plan@BFinancialAdvisors.com will get you more information on the firm and what you may wish to bring with you to your first meeting with us. Our Client Brochure, which describes how we do business, can be found here.
We request, for your privacy and those we work for, that you make a prior appointment to meet with us. Our hours are 10 am until 6 pm Monday-Friday by appointment. Earning and maintaining your trust is our priority at all times. We look forward to having the opportunity to work with you and for you.