Valley National, 755 Memorial Pkwy, Ste 206, Phillipsburg, NJ 08865, US

At B D Financial Services our mission is to protect and grow your assets while coordinating your financial affairs in the most efficient manner possible. We regularly strive to insure that you can maintain your desired lifestyle today and throughout your retirement. You can feel confident when turning to us for assistance with comprehensive financial, retirement and estate planning as well as education funding, insurance tax minimization and mortgage restructuring. We thoroughly review each recommendation we make, always doing so with an eye on your best, long-term interest, often investing side-by-side with our clients and regularly aiming to protect your principal and preserve your purchasing power over time. There are many factors that go into a comfortable retirement. Each day I put my experience as a tax, financial-planning and life insurance professional to work for my clients. Unlike at other tax and financial planning firms, in my office you are not a faceless number. You are a valued client and like you we work hard each day to help you live the retirement you've dreamed of.

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