Our Vision
We believe in innovation and in providing customers the right products and services to suit their lifestyles. And this we are able to do by keeping abreast of the latest technology, keeping a keen eye out on industry trends and developments as well as keeping sensitive to changing customers needs.
The environment at BSA|ConnectBIZ promotes work-life balance for all partner and employees alike. We organize activities that encourage the sharing of talents and the promotion of cooperation and harmony in the group.
OUR TEAM
BSA | ConnectBIZ was founded on the principle that financial planning should be based on personalized service. For each of our clients, we strive to create financial stability and a plan for financial independence, addressing wealth management concerns such as Investment, retirement, risk management, estate, and tax planning.
Our customized process is designed to help clients accumulate, preserve, and transfer wealth while delivering unprecedented levels of personalized service. Our experienced professionals take a “hands-on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they discover that our staff truly cares about making their dreams a reality.
Life at BSA | ConnectBIZ is challenging, exciting and fun. We work hard and smart. And when we play, we play with equal fervor. We are part of a team, a family, if you will. And we face all challenges as one. And when we are victorious, we rejoice! So if you are a driven, results-oriented, customer-focused individual, join us. If you want to learn how to be independent yet cognizant of the value of team building, were where you want to be.
