Helping to meet Your Financial Needs
BC Investment Services provides a broad range of products and services to individuals and businesses to help them with their financial needs. Through Investment Professionals, Inc. (“IPI”), your BC Investment Services financial advisor Tom Fliss can help you manage your personal and business financial affairs. Our years of investment experience builds on a strong foundation of trust that drives mutually-successful relationships.
- Financial Planning
- Private Asset Management & Wealth Management Division
- Retirement Planning
- Education Planning
- Estate Planning
- Asset Management
- Small Business Investment Services
- Fixed Income Group
- Employer Benefits Planning
Tom Fliss, your financial consultant, is genuinely concerned about your long-term financial goals. Based on your current and future needs, Tom can provide tailored financial solutions that match your risk tolerance and investment objective. Through IPI, Tom and BC Investment Services has access to a wide variety of financial products and services that may fit in your overall financial portfolio.
Please feel free to contact Tom at his contact information below. Together, we are committed to excellent customer service and a long-term relationship.