At Bell & Hudson Financial Services, our Mission is to provide the highest quality financial guidance and build long term relationships that are based on integrity, trust, and service. We take a comprehensive approach to financial services with a keen eye on growing financial assets while at the same time making sure that preservation of those assets is considered top priority. We utilize a team of strategic alliances to offer their knowledge and area of expertise to insure that none of the pieces of the complex total financial picture is missed.
What You can expect at the first meeting...
Concept Review- A thorough introduction to our methodology and process.
Fact Finding- Comprehensive fact gathering session to accurately assess your current financial health.
Case Study- Seeing areas of strength and weakness in your current DAVID ANTON situation and offering appropriate corrective solutions.
Strategic Sessions- Face to face approach using long term, time proven investment strategies tailored to your needs and goals.
Possible Solutions- Uncovering new wealth management techniques using insurance, asset allocation1, diversification, investments, and legal trusts2.
A Complete Range of Services to Meet Your Requirements
- Retirement Funding Strategies
- Family Investment Services
- Asset Allocation Design
- Wealth Preservation
- Investment Analysis
- Estate Preservation Strategies
Our Services are Complemented by a Group of Diversified Products
- Mutual Funds
- Variable & Fixed Annuities
- Wrap-Fee Accounts
- Institution Separate Account Management
- Life Insurance
- Private Client Services
- 529 College Savings Plan
- Pension Plans
- Business Qualified Retirement Plans
- 403(B) Retirement Accounts
- Rollovers ( job change/401K plan rollovers)
- Roth & Traditional IRA's
- Trust Funding
1 While diversification through an asset allocation strategy is a useful technique that can help to manage overall portfolio risk and volatility, there is no certainty or assurance that a diversified portfolio will enhance overall return or outperform one that is not diversified.
2Neither Tower Square Securities nor its registered representatives offer tax or legal advice. Please consult with your attorney or accountant before finalizing or implementing any tax or legal strategy.
The aforementioned is a product and service listing and is not intended to be an offer for the sale of securities. Securities products are offered by prospectus.
Securities and Investment Advisory Services offered through representatives of Tower Square Securities, Inc., a securities broker/dealer (Member FINRA/SIPC) and a Registered Investment Advisor. Bell & Hudson Insurance Agency is a separate entity from Tower Square Securities, Inc. David Anton is a registered representative of Tower Square Securities, Inc. He is registered in MA,CT,MD,NY and VA for the sale of securities products and is licensed to sell life products in CT, MA and MD.
Registered Branch Office: 19 North Main St., Belchertown, MA 01007 (413)323-9611.
Link to Tower Square Securities www.towersquare.com
You may contact David at david.anton@tssimail.com
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