BMW Portfolio Management

“Our Experience is Our Greatest Asset”
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Our Experience is Our Greatest Asset

Bull Financial has 20 years of experience in the financial industry and offers specialized retirement planning for employees of BMW. We are located in Greer and we work directly with BMW associates to manage their company provided investment accounts.

BMW Employees Receive:

  • Personalized investment portfolios implemented into your Self-Directed Brokerage Account.
  • Quarterly investment updates for your 401(k) fund allocations.
  • A written financial plan that focuses on accumulation of retirement funds and how to structure your individual plan to be the most tax-efficient during retirement.
  • A local source, located in Greer, to meet with you face-to-face that you can work with during and after employment at BMW.

Retirement Planning Focuses on a Process that Includes:

  • Understanding each individual’s long-term, mid-range and short-term financial goals.
  • Developing a plan based on twenty years of financial experience and a thorough understanding of BMW’s retirement and benefit programs.
  • Maintaining accountability through proper communication and monitoring of investment returns.

For more details, schedule a complimentary 15 minute consultation by clicking  here.  You may also call (864)469-5991 or email us at barry@bull.financial.

References from our current BMW clients are available upon request.

Bull Financial

Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research Advisors, Inc., a broker-dealer, Member FINRA/SIPC to residents of South Carolina, North Carolina, Florida, Tennessee, Texas, and Illinois. Cambridge and Bull Financial are not affiliated.

Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to consider loss, including loss of principal.

Our approach and most of all our strategies are unique, cost-effective, and designed to help maximize our client’s financial lives.
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