关于我们
BDS is committed to our clients’ long-term financial success, uncompromising ethics, and attentive service. We are interested in enduring relationships with our clients that are mutually beneficial and built on the highest levels of integrity, trust, and service. Our process of developing and implementing an effective financial plan encompasses three elements, each of which is represented by a letter in our company’s name: Balance. The financial planning process starts with finding your ideal balance between current spending and saving for future goals. Diversification. Intelligent diversification goes beyond asset allocation and includes tax diversification, risk diversification, and more. It prevents us from placing all of our eggs into one basket. 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? Our mission is to help our clients obtain and maintain financial freedom. We do this by getting to know our clients and their needs, developing sensible investment strategies, and providing responsible and dependable service at a reasonable cost. The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Securities and advisory services offered through Commonwealth Financial Network?, Member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network?. BDS Financial Network | 30405 Solon Road, Suite 16 | Solon, OH 44139 | (440)248-5625. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
- 网站
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https://bdsfn.com/
BDS Financial Network的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Solon，Ohio
- 类型
- 自有
- 创立
- 1986
地点
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主要
获取路线
30405 Solon Road
US，Ohio，Solon，44139
BDS Financial Network员工
动态
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We’re excited to share that our website has a brand-new look! After putting in a lot of time and effort, we’ve revamped our site to make it easier for you to navigate and access the information you need. Here’s what’s new: ? A fresh, modern design that’s easier to navigate ? More resources to help guide your financial decisions ? Clearer insights into how we can support your goals ? A mobile-friendly experience for on-the-go access At BDS Financial Network, our goal has always been to make financial planning as simple and personalized as possible. This update is just one way we’re continuing to evolve to better serve you. Check out our new site here: www.bdsfn.com– we’d love to know what you think!
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A big thank you to the Solon Chamber of Commerce for having me speak at yesterday's HR Roundtable! It was a great opportunity to connect with many incredible professionals to discuss retirement plans and strategies to help businesses and their employees plan for the future. ?? The conversation was engaging, and I hope everyone walked away with some valuable insights! A huge shout-out to the Chamber team for making everything run smoothly despite the last-minute venue change – you all were amazing at pivoting on the fly. ?? A special shout-out to my wife, who highlighted my new favorite phrase: “Leading with heart.” It’s something I truly believe in and try to bring into everything I do, especially when helping clients with their financial goals. Thanks again to everyone who attended!
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If you have a young family or are thinking about starting one, come join us at Eleventhree Brewing in Chardon! We’re hosting a relaxed event where we’ll share financial tips and gifting ideas that can really make a difference. Plus, you can enjoy a great beer while connecting with other families. ?? Date: November 2nd ?? Time: 11am-12pm ?? Location: 211 Cherry Ave Unit 3, Chardon, OH 44024 It’ll be a casual and fun way to gain some insights and build community. Hope to see you there!
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Congratulations Cory Nutter, CFP?, CPFA?!
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