CASL®
Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Financial Education, Risk Management Strategies
English
B&D Financial Group is comprised of advanced markets and retirement income professionals of MassMutual Great Lakes.
At B&D Financial Group, our primary goal is to provide our clients with a customized course of action to assist them in creating, protecting, and distributing their wealth, in the most efficient manner possible. By working with your legal and tax advisors, we blend our knowledge, experience, and creativity with your philosophy and goals.
We believe in the value of long-term relationships, service, integrity and uncompromised quality, and we are focused on becoming a lifetime resource for each and every client.
We use a team-based approach with each of our clients and draw on the collective wisdom and insight from our team of professionals to further enhance the service and solutions we provide to our clients.
Specialties: Retirement Income Planning, Wealth Accumulation, Protection Strategies, Business Strategies, Business Strategies & Executive Benefits, Estate Conservation & Tax Strategies, Income Protection
CRN202411-1259200
Check the background of this investment professional on FINRA's BrokerCheck