We are our clients’ objective and trusted advisor. We have no internal products and unlimited access to investment vehicles to develop portfolios best suited for each client’s needs. As an investment manager who is compensated by fee and receives no commissions on client portfolios, we are able to mitigate the conflicts of interests that can exist with managing investments.
We listen carefully and care deeply about our clients’ well-being. It is only through asking the right questions and listening closely with a trained ear that we can best understand our clients’ particular financial planning and investment management needs. To gain the knowledge of our clients’ goals and objectives, Bouchey Financial Group, Ltd. takes time to get to know each client and their unique situation.
A Culture of Collaboration
For all of our client relationships we take a team approach to managing investments, providing financial planning guidance and exceeding our client’s service expectations. We believe this collaboration is critical to developing well thought-out and thoroughly vetted recommendations for our clients’ portfolio and financial planning needs.
Whether it is on television, the radio, print media or the guidance we provide our clients, Bouchey Financial Group, Ltd. is a leader in the investment management and financial planning field. We are consistently driving the conversation on what individuals and families can do to improve and secure their financial situation. With an experienced team of CFP® & CPA professionals, we are all committed to our profession to best serve our clients.
Success Driven through Process
It is through our extensive knowledge and many years of experience that we are able to develop the right answers to complex financial and investment questions. But it is our ability as a firm to implement these ideas across all of our clients in a consistent, reliable fashion that has brought success to both our firm and clients for many years.
Technology that Serves our Clients
Our business is based on our financial knowledge and expertise as well as the strong relationships we build with our clients. But it is our commitment and investment in cutting edge technology that allows us to best serve our clients. We are proud of the investment we have made in technology to both grow our business and help our clients. It is a hallmark of our firm that we have been a paperless office for more than 10 years and we continue to find ways to implement technology to better meet our clients’ needs.