BCA Financial Services,an Investment Management firm created to provide smart investing solutions to it's clients in Hillsboro, Washington County, and our surrounding communities. Established in 1979, we have been assisting clients to manage their investment, insurance, and retirement planning needs by matching their financial goals with investment alternatives available in today's changing markets.
We value our relationship with you and believe it is based on mutual trust and understanding. With our client's interest first, we provide planning advice consistent with the clients needs and objectives.We make a special effort to assure your relationship is positive and meets or exceeds your expectations and encourage you to ask questions as our relationship improves with the exchange of information and trust.
Our owners and planners are all Certified Financial Planners® and have assisted our clients through a wide variety of market conditions. We have the experience to provide sound council to our clients in both good times and trying times.However, you should always remember that the markets are uncertain and past performance does not guarantee future results. We provide both fee-based and commission-based financial services.
4660 NE Belknap Court Suite 217
Hillsboro, Oregon 97124
Securities Through KMS Financial Services, Inc.
Investment products and services available only to states where our registered repsentatives are licenced. In the event that we are not licensed in your state we can becom licensed upon request. Currently the regestered representatives in our office are licenced in the states of: Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Idaho (ID), Florida (FL) Illinois (IL), Missouri (MO), Nevada (NV), North Carolina (NC), North Dakota (ND), Oregon (OR), South Dakota (SD),Texas (TX),Virginia (VA), Washington (WA), and Wyoming (WY).
ASecurities and Advisory Services offered through KMS Financial Services, Inc. A registered broker/dealer. MemberFINRA & SIPC. broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker/dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her stated securities law administrator."
Securities offered through KMS Financial Services, Inc.
Family Financial Planning. Striving to enrich lives.