Big Financial Services

Big Financial Services is a retirement planning firm that offers fiduciary-driven guidance focused on long-term retirement security. The firm works with individuals and families on retirement income strategies, wealth management and portfolio design, and it offers investment advisory services through Foundations Investment Advisors, an SEC-registered investment adviser.

New clients start with a meeting to review their current finances and retirement goals, then receive a custom strategy. The firm also runs free informational seminars, including library workshops and dinner seminars, and has a client questionnaire and risk score tool on its site. The office is at 10150 Highland Manor Drive in Suite 200.