BV Capital Investments LLC is an independent, fee-only financial advisory firm. Unlike many other financial advisors, we do not receive commissions or compensation from third parties for selling their products.
This means our advice to you is completely based on what's best for you. Period. We think it's the only arrangement that's fair to clients.
Our team of talented professionals is committed to building lifelong relationships with clients based on honesty, prompt service and results. We use the best research and technology available to identify and invest in companies that we believe will provide steady growth and income. We feel our balanced allocation approach with a focus on income will protect capital and provide long term income & growth security.
If you need expert financial advice and assistance, we'd be happy to help.
We specialize in the following areas:
Management & Planning
- Trusts, Estates, all investment account titles.
- Retirement and Income Streams
- Business Assets
- IRA's, SEP'S, retirement plans
- Equities (Stocks)
- ETF's (Exchange Traded Funds)
- International Stock and Bonds
- Mutual Funds
- Income Funds
At BV Capital Investments LLC, we would be delighted to help you achieve your personal financial goals.
Please call us for a no-obligation introductory consultation!
Contact Bert Vicchio at 916-208-5155