BDA Financial Services
Investment Management Company
Why pick this one
BDA Financial provides fiduciary, individualized retirement and financial planning through a family-run advisory practice with over 50 years of experience.
Best for
- people planning for retirement
- retirees seeking ongoing financial guidance
- clients seeking fiduciary investment management
- people wanting individualized financial plans aligned with their values and goals
Specialties
- retirement planning
- individualized financial planning
- investment management
- financial independence planning
Certifications
- ChFC
- CLU
- CRPC®
What makes them different
- Over 50 years of family-run advisory experience
- Fiduciary advisors committed to recommendations in clients' best interests
- Independent advisors using planning technology for individualized recommendations
- Led by Bob Davidson and his daughter Kelsey Davidson-Todd
Distilled from this business's own website.
Contact & Location
- Address
- 19301 Winmeade Drive, Leesburg, NC
- Phone
- (703) 779-7410
- Website
- http://bdafinancial.com/
- rdavidson@bdafinancial.com
Services
- fiduciary financial advising
- retirement planning
- investment management
- holistic financial planning