Bristol Financial SVC

Bristol Financial Services is a dedicated team of experienced professionals committed to helping individuals and businesses achieve their financial goals. We provide comprehensive financial planning and investment management services, tailored to meet the unique needs of each client. As an independent broker-dealer, we have the flexibility to recommend from a wide range of investment products and services, ensuring that our clients receive unbiased and personalized guidance.

A Legacy of Expertise

Our firm's roots run deep in the financial services industry. Founded in 2005, Bristol Financial Services was built upon a foundation of experience and expertise honed over decades. Our history traces back to 1968 with the founding of a predecessor firm by Milton Koenigsberg, who brings to our team a wealth of knowledge and a lifelong focus on client success. Over the years, we have expanded and evolved, strategically forming partnerships, acquiring valuable expertise, and embracing cutting-edge technology to serve our clients better.

Services Designed to Meet Your Needs

At Bristol Financial Services, we offer a comprehensive suite of services designed to address all aspects of your financial life.

For individuals and families, we provide expert guidance on:

• Retirement Planning: We help you build a secure and comfortable retirement through personalized strategies involving IRAs, 401(k)s, 403(b)s, and other retirement savings vehicles.
• Investment Management: We develop custom investment portfolios tailored to your risk tolerance, time horizon, and financial goals.
• Estate Planning: We assist you in creating a comprehensive estate plan that protects your assets and ensures your legacy is preserved for future generations.
• Life Insurance and Long-Term Care Insurance: We help you secure your family's financial well-being with appropriate life insurance and long-term care planning.
• College Savings: We provide guidance on saving for your children's education through 529 plans and other savings options.

Our firm specializes in serving business owners by offering:

• Employee Benefit Programs: We work with you to design and implement employee benefit programs that attract and retain top talent, meeting the needs of your unique workforce.
• Retirement Planning Consulting: We help your company establish and manage effective retirement plans for your employees, ensuring their financial security.
• Business Valuation and Succession Planning: We assist in determining the value of your business and create a succession plan that seamlessly transitions ownership.
• Executive Compensation Planning: We work with you to develop customized compensation plans that align with your business goals and attract and retain key executives.

A Client-Centric Approach

At Bristol Financial Services, we believe that true success comes from building strong, long-lasting relationships with our clients. We take the time to understand your individual goals, concerns, and aspirations, and we work tirelessly to develop tailored solutions that address your specific needs. We are dedicated to providing ongoing support and guidance throughout your financial journey. Our team of experienced professionals is committed to exceeding your expectations and helping you achieve financial peace of mind.

Team of Experts

Our team comprises highly qualified and experienced professionals who are passionate about helping our clients succeed. We have a diverse range of expertise, encompassing financial planning, investment management, insurance, estate planning, and business consulting. We are committed to staying abreast of the latest industry trends and regulations to ensure that our clients receive the most up-to-date and effective guidance.