Since 1984, the Mission of our firm has always been very simple - to do everything within our power to help our clients achieve their financial goals and objectives. That is a responsibility we have always taken very seriously.
We have been providing independent investment services since the 1980's. In all of our Advisory accounts, we have always had a fiduciary responsibility to do what is in the best interest of our clients - Not just what may be suitable for them. We will serve as your financial advisor with fiduciary responsibility for your IRA or other investment accounts.
If you would like to find how we can help you achieve your financial goals and objectives - contact us to schedule a free introductory meeting or phone conference.
Why Choose BCM&R?
38+ years of experience managing investment accounts for clients
Research processes that have been developed over the past 37+ years
Institutional level portfolio risk/investment analysis and alternative investments
Long-term relationships with our clients
Ability to assume ERISA Fiduciary Responsibility for 401k and Company Retirement Plans
Please take a moment to explore our Website where you will find a wealth of financial and investment information. Make sure to visit the Learning Center where you can access investment articles, newsletters, calculators, videos, and much more.
In the menus above you will find links to many other helpful tools including:
Client Login - Link to your existing Online account. For clients who would like to register for online account access, please call the office to get setup.
BCM&R Newsletter Archive - View past BCM&R newsletters.
Tell A Friend - Refer us to your friends and family who may be able to utilize our services. Your referrals mean a great deal to us and we greatly appreciate your support.
Portfolio Analysis - Get started with a Free Investment & Risk Analysis from BCM&R.
Are You Ready For Retirement? Click HERE To Begin Your Retirement Readiness Assessment!