A complete list of active advisors currently associated with BCR Financial Services, LLC

Warmer can help you find a great advisor at BCR Financial Services, LLC or one who fits your needs even better.

BCR Financial Services, LLC provides financial planning and consulting to individual clients, preparing written comprehensive plans that address personal, tax, investment, insurance, retirement, death/disability and estate matters. The firm does not manage client assets on either a discretionary or non‑discretionary basis, so implementation of recommendations is the client’s responsibility and typically involves outside brokers, attorneys or accountants. In developing advice, BCR uses fundamental analysis, asset allocation, mutual fund/ETF review and third‑party manager due diligence, and discusses strategies ranging from long‑ and short‑term purchases to trading, margin and options where appropriate. Recommendations are constrained to products available through the firm’s representatives’ broker‑dealer and insurance relationships, and advice is generally delivered via a written plan rather than through ongoing portfolio management. Unlike many team‑sized advisory firms, BCR does not accept custody, does not provide discretionary portfolio management, and does not use percentage‑of‑AUM billing, relying instead on fixed‑fee and consulting engagements. The brochure discloses that firm principals are also registered representatives of an unaffiliated broker/dealer and licensed insurance agents, a relationship the firm identifies as a potential conflict of interest that clients should consider when implementing recommendations.

To learn more about the advisors currently working at BCR Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.