Investment Advisor in Winchester, Virginia

Bauserman Financial Services, Inc. is a registered investment advisor firm based in Winchester, Virginia. Our clients depend on us for personalized financial planning and asset management.  We strive to grow and look to provide exceptional service.

Business People, Investment Advisor in Winchester, VA
     

Our Services Include:
• Personalized Financial Planning
• Asset Management
• Securities and Insurance Sales

About Us
Bauserman Financial Services, Inc. is the oldest independent financial planning firm in Winchester.

We care about our customers, and we have a well-trained, experienced, and loyal staff.

Steve Bauserman has been a CFP for more than 30 years, and is assisted by a staff with more than 20 years of combined experience.

 
Bauserman Financial Services, Inc is a Registered Investment Advisor providing services relating to investments, retirement and estate planning, asset management, educational funding advice and overall financial planning serving Winchester, Front Royal, Berryville, Leesburg, Upperville, Middleburg, Stephens City, Round Hill, Philomont, Virginia and surrounding areas. Initial consultation is free!


A Message from Steve Bauserman
I got started in this industry as a result of my small business tax background. I was an agent enrolled to practice before the IRS. I had clients who needed retirement plans and investments for the plans. A good friend in the same business was actually doing this type of planning for his clients as a CFP. I realized this was what I wanted to do and so I became a CFP and licensed in security and certain types of insurance sales.


 

"I have maintained my tax, planning and investment businesses for over 30 years. I really strive to do good work for my clients, but I also had a strong desire to be heavily involved in local civic activities. Now I have sold my tax practice and significantly reduced my civic involvement. This gives me a lot more time with my investment and planning business. I enjoy working with people helping them accomplish their financial objectives, while trying to protect their investments. I also like to educate them on how to reach their goals."

Find out more about our financial planning services by contacting our dedicated and friendly staff.


ASSOCIATIONS: FPA (The Financial Planning Association) | Maryland Society for Accountants

No Affiliation with FSC Securities Corp.


Securities and Insurance offered through FSC Securities Corporation, member FINRA/SIPC. Advisory Services offered through Bauserman Financial Services, Inc. who is not affiliated with FSC Securities Corporation.

www.finra.orgwww.sipc.org


This communication is strictly intended for individuals residing in the states of Virginia, West Virginia, Maryland, Pennsylvania, New York, New Jersey, North Carolina, Michigan, Florida, Delaware, Colorado, District of Columbia and Massachusetts.  No offers may be made or accepted from any resident outside the specific states referenced.

IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a brokerdealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.