Lehigh Valley Investment Group

Specialties: We are committed to providing each and every client with the best financial advice available in the marketplace today. Our goal is to achieve this through our commitment to ongoing education and the association with some of the finer organizations and professionals in the industry. We help our clients accumulate and preserve assets by crafting and implementing financial strategies designed to help meet their objectives. Because the situations we work with are complex and varied, ours is a very personalized and tailored service. And because our clients have visions for future generations as well as their own present needs, we work to provide financial independence for today and tomorrow.

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At BD Financial Services, Inc. we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

Customized Solutions to Reach Your Financial Goals Education is a major emphasis for my practice. My goal is to make sure that every client understands how and why they are invested and the benefits that it brings to them. This is why the majority of clients were initially brought on after free educational seminar events. I've been hosting retirement seminars or webinars for years with the idea that people want to learn the rules to the game and want to ultimately work with someone who can simplify retirement for them. Rather than try to make subjects more complicated to prove my value (like many do); I believe simplicity is key and if a client doesn't understand their why -- their plan will never come to fruition.