About Us

Finding Your Fit

Since 1990, we at the B & D Group have provided our clients with careful, individualized investment and financial planning, utilizing all of our 30 years of experience in these fields.

Client Centered

We are independent, and what that means is that we are free to recommend the best products, without the obligation of selling any particular company’s products or policies. Our goal is to provide you with personalized information to pursue your goals, from college education funding to retirement planning.

Through continuing training and research, we are able to custom-tailor investment strategies that best suit individuals or small businesses.

  • We strongly believe that diversification is the best strategy to maximize return and minimize risk.
  • We do not try to “time the market”.
  • We do not believe in “hot tips”.
  • We use a team approach to our investment planning so that we can provide our clients with the best service possible.

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