Your One-Stop Financial Services Center
Who We Are
At B & A Financial Services, we believe that success in your finances doesn't just happen by itself. You have to make it happen with sound planning and education. Our mission is to assist our clients with meeting their financial goals through proper planning, which includes six main areas: Money Management, Insurance Planning, Resource Planning, Retirement Planning, Income Tax Planning, and Estate Planning.
With over 25 years of experience in the financial services industry, we have developed a diversified financial services firm to provide individuals and businesses with the financial products and services they need to achieve their success. Our team of experienced and licensed professionals, including Richard Burton, Mary Burton, and other experts, are dedicated to helping you achieve your financial goals.
Our Services
At B & A Financial Services, we offer a wide range of services to cater to your diverse financial needs. These services are designed to help you manage your finances effectively, plan for the future, and achieve your long-term financial goals.
Money Management
Our money management services include budgeting, cash flow planning, and financial planning. We help you identify your financial priorities, set realistic financial goals, and develop a plan to achieve them.
Insurance Planning
Our insurance planning services include life insurance, health insurance, long-term care insurance, disability insurance, and auto insurance. We help you protect your assets, manage risk, and achieve financial security.
Resource Planning
Our resource planning services include retirement planning, which helps you plan for a secure and comfortable retirement. We also offer estate planning, which helps you plan for the transfer of your assets after your passing.
Retirement Planning
Our retirement planning services include IRA rollovers, annuities, and other investment strategies to help you achieve your retirement goals.
Income Tax Planning
Our income tax planning services include tax preparation, tax planning, and tax optimization. We help you minimize your tax liability, take advantage of tax credits and deductions, and achieve tax efficiency.
Estate Planning
Our estate planning services include will preparation, trust creation, and estate administration. We help you plan for the transfer of your assets, minimize taxes, and achieve your legacy goals.
Accounting Services
Our accounting services include bookkeeping, accounting, and financial reporting. We help you manage your finances effectively, make informed financial decisions, and achieve your financial goals.
Contact Us
At B & A Financial Services, we are committed to providing you with personalized attention, expert guidance, and exceptional customer service. We are dedicated to helping you achieve your financial goals and goals. Visit our website to learn more about our services, get the latest financial news, and stay informed about important financial topics.
Overall Impression
The reviews of B & A Financial Services are overwhelmingly positive, with all reviewers giving the company a 5-star rating.
Professionalism and Expertise
Reviewers consistently praised the professional and knowledgeable service provided by B & A Financial Services. They were commended for their attention to detail, with one reviewer noting that Richard ensures "every 'i' is dotted and every 't' is crossed to give no room for errors." The company's expertise in state and local laws, rules, and regulations was also highlighted.
Friendly and Personalized Service
Reviewers appreciated the friendly, courteous, and personable approach of B & A Financial Services. They were described as providing prompt, friendly, and professional service, with a "down-to-earth demeanor" that minimizes stress and anxiety.
Trust and Integrity
Several reviewers praised the integrity and trustworthiness of B & A Financial Services, with one reviewer stating that they have "shown me the utmost integrity." The company's honesty and moral standards were highlighted as exceptional.
Recommendations
All reviewers highly recommended B & A Financial Services, with some stating that they have been clients for over 10 or 20 years. The company's excellent service and professionalism have earned them a loyal client base.
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