Bds Financial Network
BDS is committed to our clients’ long-term financial success, uncompromising ethics, and attentive service. We are interested in enduring relationships with our clients that are mutually beneficial and built on the highest levels of integrity, trust, and service. Our process of developing and implementing an effective financial plan encompasses three elements, each of which is represented by a letter in our company’s name: Balance. The financial planning process starts with finding your ideal balance between current spending and saving for future goals. Diversification. Intelligent diversification goes beyond asset allocation and includes tax diversification, risk diversification, and more. It prevents us from placing all of our eggs into one basket. Significance. We help clients clarify their financial goals in light of what is important about money to them. What in your life is most significant to you? Our mission is to help our clients obtain and maintain financial freedom. We do this by getting to know our clients and their needs, developing sensible investment strategies, and providing responsible and dependable service at a reasonable cost. The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Securities and advisory services offered through Commonwealth Financial Network®, Member / a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. BDS Financial Network | 30405 Solon Road, Suite 16 | Solon, OH 44139 |(440)248-5625. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use:
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Verified contacts
10
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
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no listings
Distinct roles
8
indexed titles
Tech stack
2
tools in use
Monthly traffic
34
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- JM
Jacqueline Miller
Wealth Advisor Assistant · Customer/Client Service
EmailPhone - KM
Kelsey Miller
Wealth Management Assistant · Finance & Accounting
EmailPhone - SS
Smita Samant
Financial Advisor · Finance & Accounting
EmailPhone - BJ
Brenda Johnson
&, · Other
EmailPhone - PE
Paul E. Miller
Wealth Manager, Independent Financial Advisor · Other
EmailPhone - CN
Cory Nutter
Financial Advisor · Finance & Accounting
EmailPhone - PM
Paul Miller
Wealth Management Advisor · Finance & Accounting
EmailPhone
Showing 7 of 10 verified contacts
Top roles at Bds Financial Network
8 distinct titles indexed · top 8 shown.
- 2client services associate
- 2financial advisor
- 1&,
- 1president emeritus
- 1wealth advisor assistant
- 1wealth management advisor
- 1wealth management assistant
- 1wealth manager, independent financial advisor
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