Navigate Your Finances with Confidence
At Bearing Financial Advisors, LLC, we believe that navigating the complex waters of personal finance is a daunting task for many individuals. That's why we're dedicated to providing expert guidance and tailored services to help our clients chart a clear course towards their financial goals. For over 30 years, our team of experienced professionals has been helping individuals, families, and businesses like yours achieve financial peace of mind.
Our Mission
Our mission is to provide our clients with the highest level of expertise, combined with a personal touch. We understand that each client is unique, with their own set of financial goals, concerns, and priorities. That's why we take a personalized approach to wealth management, taking the time to understand your specific needs and concerns.
Financial Planning
We'll work with you to identify your financial goals and priorities, and create a personalized plan to help you achieve them. Our team of experts will work closely with you to build a comprehensive plan that addresses your financial needs, including retirement planning, estate planning, and more.
Investment Management
At Bearing Financial Advisors, LLC, we believe that a well-diversified investment portfolio is the key to long-term success. Our team of experienced investment professionals will work with you to create a tailored plan that aligns with your financial goals and risk tolerance.
Tax Planning
We understand the importance of tax planning in achieving financial success. Our team of experts will work with you to minimize taxes and maximize your after-tax returns.
Estate Planning
We'll work with you to create a comprehensive estate plan that ensures your assets are protected and passed on to future generations according to your wishes.
Financial Data Aggregation
We offer a convenient and easy-to-use web-based platform that allows you to view and monitor all of your financial accounts and important documents in one place.
Due Diligence
Whether you're considering an investment, seeking financing, or making a major business decision, we can provide you with targeted consulting services to help you make a more informed decision.
Our Advantage
At Bearing Financial Advisors, LLC, we're committed to providing our clients with the highest level of expertise and personalized service. With decades of experience in banking, finance, and investments, our team of experts has the knowledge and expertise to help you achieve your financial goals.
Let's Talk
At Bearing Financial Advisors, LLC, we're committed to helping our clients navigate the complex world of personal finance. Whether you're just starting to plan for your financial future or looking to make a major financial move, we're here to help. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Overall Impression
The majority of reviewers have had an exceptional experience working with Scott Bussy and his team. They have been described as trustworthy, clever, and knowledgeable, earning a high level of trust and recommendation.
Professional Conduct and Expertise
Scott Bussy and his team have been praised for their expertise in various areas, including Financial Planning, Investment Management, Tax Planning, Estate Planning, Due Diligence, and Aggregated Reporting. Reviewers have noted Scott's extensive experience and devotion to his work, making him a reliable and competent financial advisor.
Personal Relationships
Reviewers have mentioned forming personal connections with Scott Bussy, indicating that he is approachable and easy to work with. Michael Worthington, in particular, has spoken highly of Scott, describing him as "one of my clients" and stating that he has "the honor to speak with" him.
Conclusion
Overall, the reviews have painted a positive picture of Scott Bussy and his team, highlighting their professionalism, expertise, and personal approach. Reviews have been overwhelmingly positive, with reviewers recommending Scott as a financial advisor to anyone.
