Bdt & Associates, Inc.

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Description

  • BDT & Associates, Inc. serves a select group of clients who desire to achieve a higher quality of life by making smart choices about their money. Our advisors use a holistic, values centered approach to give our clients the highest probability of achieving their financial goals. Each advisor's ultimate goal is to work with a specific number of clients who are willing to delegate their financial affairs so they can focus on the more important areas of their lives such as family, health, work, hobbies, etc. We are an independent, comprehensive, fee-for-service firm. We operate in total transparency and are honest and forthright with all of our clients. We believe each client should be treated with the utmost respect, sincerity, and integrity that they deserve. Our talented team of professionals is committed to building lifelong relationships with clients based on highly standardized, quality service.If this resonates with you and you are seeking a higher quality of life, the BDT & Associates, Inc. team is ready to serve you. Feel free to visit our website and/or give us a call if we can be of service. Investment Advisor Representative. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge & BDT & Associates, Inc. are not affiliated. 2615 E. 24th Street Suite 2 Yuma, AZ 85365 928.344.8000
  • location

    Headquarters:2615 East 24th Street Suite 2, Yuma, Arizona, United States

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  • Bdt & Associates, Inc. phone

    Phone Number: +1 928-344-8000

  • Bdt & Associates, Inc. website

    Website: https://www.bdtandassociates.com

  • Bdt & Associates, Inc. employees

    Employees:4

  • Bdt & Associates, Inc. revenue

    Revenue:$0 - 1M

  • Bdt & Associates, Inc. legal name

    Legal Name:Bdt & Associates, Inc.

  • Bdt & Associates, Inc.'s Social Media

    Bdt & Associates, Inc. linkedin
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  • |  NAICS Code: 541611  |

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Person level website identification

Lead Director Of Client Services for Bdt & Associates, Inc.

Lesley Farquhar

Lead Director Of Client Services

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View Employees

Lesley Farquhar

Lead Director Of Client Services

Megan Burns

Senior Director, Training And Administrative Support And Member, Board Of Directors

Tanveer Akram

Sales Manager

Frequently Asked Questions regarding Bdt & Associates, Inc.

  • Where are Bdt & Associates, Inc.'s Headquarters?

    Bdt & Associates, Inc.'s Headquarters are in 2615 East 24th Street Suite 2,Yuma,Arizona,United States

  • What is Bdt & Associates, Inc.'s phone number?

    Bdt & Associates, Inc.'s phone number is +1 928-344-8000

  • What is Bdt & Associates, Inc.'s official website?

    Bdt & Associates, Inc.'s official website is https://www.bdtandassociates.com

  • What is Bdt & Associates, Inc.'s Revenue?

    Bdt & Associates, Inc.'s revenue is $0 - 1M

  • What is Bdt & Associates, Inc.'s NAICS code?

    Bdt & Associates, Inc.'s NAICS code is 541611

  • How many employees are working in Bdt & Associates, Inc.

    Bdt & Associates, Inc. has 4 employees

  • What is Bdt & Associates, Inc.'s Industry?

    Bdt & Associates, Inc. is in the industry of Financial Services

  • Who is Bdt & Associates, Inc.'s Lead Director Of Client Services?

    Bdt & Associates, Inc.'s Lead Director Of Client Services is Lesley Farquhar

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