WHO WE ARE
BDS Financial Network was founded in 1986 with a sole mission of helping our clients meet their financial goals. The BDS staff of Registered Representatives and assistants work daily to provide the high level of client service that has allowed us to build a solid base of longtime clients.
We firmly believe that financial planning is not a game, but a well thought out strategy.
Our primary guiding principle is a commitment to high ethics.
Our success is tied to our clients’ success. We build long-term relationships with clients and their families, providing ongoing services.
Our financial advisors are committed to continuing education to provide our clients with the best service available.
- Through commitment to uncompromising ethics and attentive service, BDS continuously receives referrals from satisfied clients.
The BDS advantage:
- A long-term, values-oriented approach
- Prompt, personal, and responsive service
- Experienced financial advisors
Each letter in our company’s name stands for an important element of an effective financial strategy:
B is for Balance.
The financial planning process starts with seeking a proper balance between current expenditures and saving for future goals.
D is for Diversification.
Diversifying assets can help reduce risk. It prevents us from putting all of our eggs in one basket.
S is for Significance.
We help clients clarify their financial goals in light of what is important about money to them. What in your life is most significant to you?
This communication strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Advisor.