Broker Check

PO Box 903
Batavia, NY 14021

Bouchard Financial Services, LLC

(585) 343-7478

 

Products & Services

We provide assistance in the following areas:

Income Tax Preparation:
  • Individuals                                                       
  • Small Business

 

Investments*: 

  • Stocks
  • Bonds
  • Mutual Funds
  • Traditional and Roth IRA's
  • IRA/401K/Profit Sharing Rollovers
  • Portfolio Review and Evaluation
  • Professional Money Management Programs
  • Fixed Annuities
  • Variable Annuities
  • 529 Plans

 Financial Planning*: 

        Personal

  • Comprehensive Financial Planning
  • Retirement Distribution Planning  
  • Education Funding
  • Estate Planning

        Business

  • Continuation Planning
  • Succession Planning
  • Retirement Plans

Insurance:

  • Life
  • Disability
  • Long Term Care                                                                  

 

*These services are offered by Donald E. Bouchard through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.