BCA Financial Services Employee Directory

Financial ServicesOregon, United States11-50 Employees

Based in Hillsboro, Oregon, BCA Financial Services provides investment planning and ongoing portfolio oversight for individuals, families, and businesses. The firm focuses on creating financial plans and managing assets to help clients pursue long-term objectives. It emphasizes retirement account services for both individuals and organizations, including establishing 401(k), Simple IRA, and SEP IRA plans and assisting with transitions from business retirement plans to personal IRAs. Securities and advisory services are offered through KMS Financial Services, Inc., indicating the type of affiliation under which these offerings are provided. Within the financial services sector, the practice centers on wealth management and retirement planning for a diverse client base. Its operations appear to be conducted by a small to mid-sized team, reflecting a local, regional focus in the Oregon market.

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