Broker Check

20 Corporate Woods Boulevard - Loudonville, NY 12211 - (518) 449-9762 

4 Jefferson Plaza - Suite 300B - Poughkeepsie, NY 12601 - (845) 452-4844
10 Oakland Avenue - Warwick, NY 10990 - (845) 986-7212
106 Main Street - Kingston, NY 12401 - (845) 481-4486

Our Firm

BPS Financial Services. specializes in retirement, employee benefit and individual planning for organizations and their employees. We help organizations attract and retain quality employees and help individuals accumulate and preserve assets. We use a consultative approach to design, implement, administer and service retirement, employee benefit and individual retirement plans. We are excellent at helping clients from the initial, often difficult, decision making and design process through to the implementation and service. We act as an advocate whose job includes ensuring that your plans run smoothly. Employer clients report increased employee satisfaction. Our Mission To Teach, Listen and Customize Solutions to real financial needs and concerns of organizations and individuals.  Our Vision To be the premier company in total retirement, employee benefit and individual planning with special recognition for being innovative, service oriented and unique. Our Strategic Competitive Advantage Through the Independent Broker Dealer, Cetera Advisor Networks, we are able to bring multiple products and services to our customers. Our worksite marketing programs provide education, financial strategies, and convenience of payroll deduction to the benefit of both employee and employer. Our turnkey retirement plan services enables us to design, implement, service, administer, educate and provide investment products to our clients. Our experienced staff works with individuals to help accumulate and preserve wealth. Through the disciplines of investment planning, estate planning, retirement planning. Our experienced staff works with employers to provide employee security that helps protect employees/dependents in the event of death, disability, retirement, health expenses utilizing tax favored programs where appropriate. At BPS Financial Services we are committed to positive trusting relationships and team oriented customer service. We are results oriented, knowledgeable, innovative and creative in dealing with clients and community concerns. You can count on us!