About Us

BSA is focused on the Insurance,Estate/Business Succession, Employee Benefits and Asset management* needs of our targeted clients.  Our client profile is focused on privately owned business owners, corporate executives, and high net worth individuals.  Our proprietary interest is to crystallize our clients’ financial objectives and assist them in implementing a strategy  to accomplish those objectives.  Through our experience and unparalleled resources, we remain dedicated to providing our clientele sound recommendations geared specifically towards the accomplishment of their financial objectives.The asset of our client that we value the most is their trust.

 

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