Bouchard Financial Service

At Bouchard Financial Services, LLC, we believe that everyone deserves a secure financial future. Our team, led by Donald E. Bouchard, MBA, ATP, LUTCF, is dedicated to providing personalized financial guidance to individuals and families in Batavia, NY. Our mission is to empower our clients with the knowledge and tools they need to make informed decisions about their financial lives.

Our Services

We offer a comprehensive range of financial services, including retirement planning, estate planning, investment management, insurance planning, and tax planning. Our goal is to help our clients achieve their financial objectives, whether it's saving for retirement, building wealth, or simply having a sense of financial security.

Customized Approach

We take a customized, client-centered approach to financial planning. We understand that every individual's financial situation is unique, and we take the time to get to know our clients and understand their goals, values, and concerns. We then use this information to develop a personalized financial plan that is tailored to their specific needs.

Education and Resources

We believe that education is a key component of successful financial planning. That's why we provide our clients with access to a wealth of resources, including articles, videos, calculators, and presentations. We also offer regular workshops and seminars on various financial topics, designed to educate and empower our clients.

About Donald E. Bouchard

Donald E. Bouchard, MBA, ATP, LUTCF, is the founder and president of Bouchard Financial Services, LLC. With years of experience in the financial industry, Donald is dedicated to helping his clients achieve their financial goals. He is a financial advisor and accredited tax preparer, and is affiliated with Avantax.