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Home > Financial Services > Stock Brokers > Bpm Insurance Services, Llc
Bpm Insurance Services, Llc
Bpm Insurance Services is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Bpm Insurance is an organization providing personal and business accounting, tax and other related professional services to its clients. The organization's three main companies include Burr, Pilger and Mayer LLP, an accounting and consulting firm serving the areas of tax, accounting, audit, outsourced accounting. BPM Wealth Management, a financial planning company that also provides investment counseling, estate planning, family office services and includes BPM Insurance Services which provides insurance services.
The Company was founded in 1986 with three partners and a small administrative staff. The organization has grown to 150 professional and support staff. They provide their clients with services and resources that reach far beyond the traditional tax and audit services expected from a Certified Public Accounting Firm. Their practice areas and full service approach complement each other to provide you with a comprehensive strategy to identify your long term goals. By doing so, they are able to offer solutions to meet individuals and businesses constantly evolving accounting, financial and business management needs.
The Company doesn’t stop at learning about you, the client and the unique issues your company faces. They take the time to become experts on your industry, as well. By staying on top of the latest trends and issues in your business environment, they are better prepared to help work for you in the present, as well as help you spot opportunities and position your company for the future. BPM recognizes that its employees are its most valuable resources and they take pride in seeking out and retaining those people who are among the best in their specialty area.
The Company is an innovative team of accountants and consultants servicing a diverse clientele. They deliver creative, proactive services in a timely and cost effective manner to assist their clients in achieving their financial and business goals. Because PeopleMatter they are dedicated to creating an environment that fosters a balanced quality of life and a commitment to the community in which they live, work and play.
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