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Bard Financial Services, Inc.

Headquartered in BRANFORD, CT

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Firm Information

Bard Financial Services, Inc. is a Registered Investment Advisor based in Branford, CT. The firm manages approximately $572,996,438 in assets for 1,082 clients. Bard Financial Services, Inc. provides portfolio management for individuals and businesses, as well as pension consulting and educational seminars. The firm's client base includes high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

Bard Financial Services, Inc.

388 EAST MAIN STREET

BRANFORD, CT 06405

$573.00M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BARD FINANCIAL SERVICES, INC. has a total of 1 branch locations across the country.
location

BRANFORD, CT

Advisors at Bard Financial Services, Inc.

View All 2 Advisors
Unclaimed
Jeffrey Michael Welsh

RA

BRANFORD, CT

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Unclaimed
Kenneth Steven Spitzbard

RA

BRANFORD, CT

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Disclosures

There are no public disclosures for Bard Financial Services, Inc..

Frequently Asked Questions (7)

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