Broker Check

Team

BPS Financial Services has installed and provides administration and service for a variety of benefit plans in over 100 health related facilities and other organizations throughout New York, Vermont, and Western Massachusetts. Harvey L. Bowks, CLU, ChFC, AIF and Richard L. Capullo, MSFS, ChFC, CLU the founders, have over 50 years of combined experience in the financial services field.
 

Harvey Bowks, CLU,ChFC, AIF

President, Regional Director

(518) 449-9762 x108

(518) 449-9760

Mr. Bowks has earned the Chartered Life Underwriter and the Chartered Financial Consultant designations and is a registered representative and Investment Advisor Representative of Cetera Advisor Networks. He is a member of the National...

Read more

Mr. Capullo has earned the Chartered Life Underwriter, the Chartered Financial Consultant and Masters of Financial Services designations and is a registered representative and Investment Advisor Representative of Cetera Advisor...

Read more

Carol Bergeron

Office Manager

(518) 449-9762

(518) 449-9760

Carol is the Office Manager at Benefit Planning Services. She holds a degree in Management and a Masters of Science. She has over twenty five years of business experience. Her responsibilities include managing the administrative staff...

Read more

Sunny joined Benefit Planning Services in the fall of 1999. She has worked in the financial services field for twenty five years. At BPS she plays a key role in customer relations for the firm. She manages our customer service...

Read more