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  3. Our Financial Concept

Our Financial Concept

Mission Statement:  “Bloomfield Hills Financial is a wealth management organization that provides primary financial care to our clients, their businesses and their loved ones. We believe success in investing is a direct result of prudent, objective planning, discipline, and honesty.”

When it comes to financial management, no individual or organization wants to feel forced into a packaged product or solution. Investment decisions vital to your economic security are far too important to be overlooked or left to a machine. You want to work with an investment professional whose primary responsibility is to you, the individual investor. You need a firm that will take the time to understand your total financial picture, what goals you have, and where you want to be short-term and long-term. You don’t want to be sold something – you want an investment partner who will help craft the right strategy for you to pursue your financial goals.

We are an independently owned and managed company, providing investment guidance and excellent client service to individuals, executives, and business owners to pursue the preservation of their purchasing power throughout their lifetime.

 

About

  • The Bloomfield Hills Financial Difference
  • Our Financial Concept
  • Our Team
  • Our Qualifications

Contact Us

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35980 Woodward Ave.
Suite 300
Bloomfield Hills, MI 48304

info@bhfinv.com

248-593-5323

 

Important COVID-19 NY EXECUTIVE ORDER

Registered Representatives offer securities through First Allied Securities, Inc. a Registered Broker/Dealer Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser. First Allied entities are under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for resident of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

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