Stay tuned for upcoming seminars hosted by BCSB Financial Services.
BCSB Financial Services located at BCSB
At BCSB Financial Services, we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.
Through our Financial Consultant's relationship with LPL Financial, our clients have access to a wide array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL Financial is a provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm.
BCSB Financial Services advisors follow a comprehensive five-step process designed to determine the optimal plan to assist you in reaching your financial dreams.
1. Discovery – Comprehensive understanding of your current situation pertaining to your personal, professional and financial life.
2. Education – Discuss the various financial instruments available, the risk/reward characteristics of each and their overall contribution to your financial health and well-being.
3. Recommendations – Objective and unbiased advice, with the appropriate blend of financial vehicles to help you achieve your goals.
4. Implementation – Executing the recommendations with which you wish to proceed. Creating a timeline for each goal.
5. Active Management – Periodic reviews designed to monitor your progress and ever-changing personal and financial needs and goals.
Meet Our Team
Our advisors bring more than 50 years of combined experience in the industry.
Annette Quigley
BCSB Financial Services, Senior Vice President, Program Director
Financial Consultant
As program director, Annette, leads the team in forming dedicated client relationships by providing unbiased financial advice. Annette’s experience offers customized strategies based on individual client needs. Annette holds a bachelor’s degree from University of Baltimore. She holds Series 7, Series 6, Series 66 FINRA registrations and Maryland Life and Health with LPL Financial.
Scott Gomsak
BCSB Financial Services, Vice President
Financial Consultant
As Financial Consultant, Scott provides clients with solid advice stemming from a strong financial services background and local experience. Scott provides clients with customized advice to address their individual needs. He holds a bachelor’s degree from Loyola College and holds Series 7, 63, 26, 65 FINRA registrations and Maryland Life and Health with LPL Financial.
Jeannette Sim
BCSB Financial Services, Assistant Vice President
Financial Consultant
As assistant vice president and financial consultant, Jeannette, provides clients with nearly 30 years experience in banking and financial services. Jeannette's extensive knowledge in the field allows her to provide customized strategies for client's financial needs. Jeannette holds Series 6 and Maryland Life and Health registrations with LPL Financial.
Access to Products & Services
BCSB Financial Servcies offers financial planning, including WealthVision, with a no-cost, no-obligation initial consultation.
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WealthVision
Uncover the ease of managing your financial life with WealthVision.
WealthVision Overview
Personal Financial Planning
WealthVision for Business Owners
To learn more about these and other investment strategies, contact BCSB Financial Services at 410.427.0010 or click here to have a representative contact you.
Disclosure
Investment Advisory Services offered through LPL FInancial, a registered investment advisor.
Financial Consultants are registered representatives with and securities, advisory services, and insurance products are offered through LPL Financial and its affiliates, Member FINRA/SIPC and a Registered Investment Advisor. Baltimore County Savings Bank is not a registered broker/dealer and is not affiliated with LPL Financial. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A. and affiliate of LPL Financial.
www.FINRA.org
www.sipc.org
Not FDIC Insured |
No Bank Guarantee |
May Lose Value |
Not a Deposit |
Not Insured By Any Federal Government Agency |
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The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Maryland