- B&D Advisors LLC
- 311 Main Street
- P.O. Box 15156
- Worcester, MA 01615-0156
- (508) 926-3660
Independent And Objective Advice
Our Goal Is To Help You Reach Your Goals
Select from a wide range of insurance and investment products and services, including:
- Stocks and bonds
- Over 12,000 mutual funds
- Insurance and annuities
- Certificates of deposit
- IRAs
- Keogh Plans
- 401(k), 403(b) and other retirement plans
- Section 529 college savings plans
Although B&D Advisors is fully licensed to offer a variety of investments from major providers, B&D Advisors is not affiliated with any specific product provider, so your choice of investments is independent and objective. The sole basis of our investment advice is to help you reach your financial goals.
With our "search and referral" process we can provide you with a questionnaire from which we can objectively identify the best money manager(s) for your investment goals and show you exactly how these managers can help you accomplish these goals.
Retirement Plans
Efficient and Cost Effective Solutions
Rollovers
We help start, transfer and maintain retirement plans of all types, including but not limited to IRAs and 401(k) plans. B&D Advisors has a strong reputation for providing efficient and cost effective retirement plan services, including over 12,000 mutual fund choices. If you would like to roll over a retirement plan from a bank, investment firm or former employer into an IRA account, we would be happy to assist you.
401(k) Plans
Our 401(k) plan offering features over 12,000 mutual funds. We offer financial planning to all participants. Our experienced transition team will help you with many aspects of your 401(k) transfer.
Additional services include: enrollment assistance, employee education, objective monitoring, regular reviews and a one-stop center for all corporate and employee questions about the plan. We save trustees the time and work involved in many aspects of plan management. B&D Advisors is not tied to any proprietary investments.
Plan administration and on-site compliance are available through a third party provider, at extremely competitive rates. These services are not offered by MML Investors Services, Inc.