Bacall and Associates: About Us

The Bacall and Associates is a well-respected independent investment consultancy firm with a specialty on helping business-owners and families create a financial strategy that provides them the confidence to make well-informed investment decisions for a stable future.

What makes us a unique and leading company?

Expertise

As a firm that offers investment strategies, we take pride in our long and successful experience in the business. With Bacall and Associates, you can arm yourself with a strong, working financial approach which allows you to chart your own financial road map well into the distant future.

-Independence

-Clarity

-Service

-Knowledge

-Partnerships

-Tax Planning and Accounting

-Legal

-Investment Consulting