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Relationships Built on Trust
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Client-centered approach to financial planning |
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Committed to exceptional service |
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Supporting the pursuit of your financial goals through your entire life |
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Designations: Certified Financial Planner™, Certified Fund Specialist® (CFS®), Chartered Financial Consultant® (ChFC®) |
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Area of Focus: Retirement Planning Specialists |
BACH Investments Plus, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We believe we provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability based on the principle that education and understanding of one’s financial situation is vital to making prudent financial decisions. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
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Areas of Focus
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Securities and advisory services offered through Royal Alliance Associates Inc., member FINRA & SIPC and registered investment adviser. BACH Investments Plus, LLC is not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or investment adviser. Insurance services offered through BACH Investments Plus, LLC.
Securities and advisory services offered through Royal Alliance Associates Inc., member FINRA & SIPC and registered investment adviser. BACH Investments Plus, LLC is not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or investment adviser. Insurance services offered through BACH Investments Plus, LLC.
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 112,000 households) and registered financial services representatives (over 16,500 financial services professionals) to evaluate the approximately 28,000 wealth managers in Connecticut (includes Fairfield, Hartford, Litchfield, Middlesex, New Haven, New London, Tolland, and Windham counties in the state of Connecticut). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in Connecticut.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Connecticut Magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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