BBA Videos: Personal Finance INSIGHTs from the experts

Join Cassandra Kirby, CFP®, EA as she discusses end of year planning tips, focusing on tax planning and what you need to discuss with a CPA.

BBA clients Bill Messner & Faith Selzer share why they love working with BBA, highlighting the honesty and trustworthiness of our team, our knowledge and expertise when it comes to investment options and opportunities, the retirement planning guidance they've received, our holistic approach, and the personal care they've experienced.

BBA clients Christine Jordanoff & Alan Hoover share why they love working with BBA, highlighting the guidance and direction they've received with their investments and personal finances, the competence and trustworthiness of our team, and the sense of security they feel.