BBA Videos: Personal Finance INSIGHTs from the experts

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

Tammy Pompei, CFP® highlights ways to budget and save so you can enjoy the holiday season without sacrificing your long-term financial goals.

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.

Host Marie Swift is joined by Cassandra Kirby, CFP®, CPA in this episode of the Fiduciary Voices #FinLit Series to share some valuable insights to help individuals navigate their financial journey with confidence.

Cassandra Kirby, CFP®, CPA shares '5 Things To Look For When Hiring a Financial Advisor' in an interview with Authority Magazine.