Bcr Financial Services, Llc
Headquartered in Wexford, PA, BCR Financial Services is a trusted, long-term financial partner offering personalized and comprehensive planning services to help you reach your goals and protect your wealth and legacy. Our services include financial planning, investment planning, legacy planning, retirement planning, tax management, and risk management for individuals and families seeking a trusted, long-term financial partner. Our team of certified professionals, financial planners, and planning assistants is continually dedicated to understanding your life circumstances, challenges, objectives, and perspectives. As your life changes, we carefully assess, adjust, and refine your plan to maximize alignment with your evolving goals and objectives. Registered Representatives of Lincoln Financial Securities Corporation, Member SIPC offering investments to residents of the states of: AK, AL, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV & WY. BCR Financial Services, L.L.C. is a Pennsylvania licensed Registered investment Advisor. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent. Lincoln Financial Securities and their representatives do not offer legal or tax advice. Please see your legal or tax professional regarding your individual circumstances. BCR Financial Services, L.L.C. and Lincoln Financial Securities are not affiliated. Securities related business that is recommended by investment advisors of BCR Financial Services LLC can be executed through the individual representative’s relationship with Lincoln Financial Securities Corp. LFS-3863652-101221
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David Ward
Partner · General Business & Management
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Mike Whalen
Partner and Financial Advisor · Finance & Accounting
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