BMH Investment Group

BMH Investment Group BMH is a financial planning & investment management firm with offices in Lake Norman and Myrtle Beac NFPAS is not affiliated with BMH Investment Group, LLC.

Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), Member FINRA (www.finra.org)/SIPC (www.sipc.org). This Facebook site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Advisor Services, LLC (NFPAS) may only conduct business with residents of the states and jurisdictions in whi

ch they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact NFPAS Compliance Department at 512-697-6000.

05/01/2024

BMH is just my "shell" LLC for tax purposes now . . . no longer a DBA entity that is public or marketed, etc. And we haven't used this FB page for BMH in a few years.

Hey FB friends and clients, time to officially retire the BMH FB page.  After our formal merger with US Financial Servic...
02/18/2021

Hey FB friends and clients, time to officially retire the BMH FB page. After our formal merger with US Financial Services in January of last year, you can now follow us there on FB, Twitter, LinkedIn, etc.

We invite you to visit us at U.S. Financial Services LLC or check us out at www.usfsc.com on the web. Thanks again for all your years of business and referrals and friendship, and we'll look forward to continuing to help you all the same, just under a different name. Here's to another 30 years! 😊❤️🙏

Thank you to all of the attendees that joined us at Coastal Carolina University for our 3-week adult educational series ...
11/10/2019

Thank you to all of the attendees that joined us at Coastal Carolina University for our 3-week adult educational series on retirement & tax planning strategies......your commitment inspires us!

Great advice, for all those making a job change, by choice or otherwise.  Reach out to us if you have questions.  We can...
06/12/2019

Great advice, for all those making a job change, by choice or otherwise. Reach out to us if you have questions. We can help!

Tip 1 when you lose your job: Make all doctor visits before your end date! http://bit.ly/2AAvYOq

DIAM is here again, and it's been a good month of communicating this critical message: protect your paycheck!  Your inco...
05/28/2019

DIAM is here again, and it's been a good month of communicating this critical message: protect your paycheck! Your income basically allows for everything you do financially in your life, making your ability to earn an income a critical asset. One of your most valuable assets.

Any questions, message us to discuss, always glad to help!

Valerie's career in medicine was cut short when she became disabled. Luckily, she thought ahead and purchased disability insurance before it happened. Watch.

Great article from our friends at Scholarship Gold!
05/22/2019

Great article from our friends at Scholarship Gold!

There are so many things to think about when we send our kids off to college. The list is endless and as parents, we want to make sure we’ve covered all of our bases.

Great read from our partners at US Financial . . . . we also believe that taxes are almost surely going up, and that the...
05/07/2019

Great read from our partners at US Financial . . . . we also believe that taxes are almost surely going up, and that they should be a serious consideration when planning for retirement. We can help!

Watch the video to learn the difference between tax-deferred and tax-free investing. The video is an excerpt from TheStreet's Retirement, Taxes & Income Strategies Symposium.

Address

9605 Caldwell Commons Cir Ste A
Huntersville, NC
28031-8138

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17048920420

Alerts

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