B.I.G. Investment Services

B.I.G. Investment Services is a Financial Planner in Dover, DE, located at 450 Kings Hwy NE. The firm provides personalized wealth management and financial planning for individuals and businesses across America. With over 30 years of combined experience, the team has assisted clients through market conditions including the Dot Com Crash, the 2008 financial crisis, the 2020 pandemic, and the 2022 inflation scare. Services include retirement income planning, tax-sensitive investment strategies, risk and insurance management, estate and trust coordination, and education funding. The firm operates as a fiduciary, aligning investment models with client risk tolerance and objectives. Fees are based on a percentage of assets managed. The process begins with a free introductory consultation, followed by a detailed planning session and a 90-day review, with ongoing reviews scheduled every six to twelve months.

David founded the firm in 1993 after starting in the life insurance industry and has served as a full-service financial advisor for 25 years. The team includes Christina, a Financial Advisor and Chief Compliance Officer with a degree in Business Management and Finance from Wilmington University; Daniel, a Financial Advisor holding a bachelor’s degree in Business Administration from Liberty University; and Rachel, a Financial Advisor with nearly 20 years of experience in management, operations, property management, marketing, and real estate. Carol serves as Chief Operating Officer with a background in Business Management from Wilmington University. Jaliyah Gardner manages daily office operations, and Tessa serves as Marketing Director with a degree in Business Management and Marketing from Bellevue University. Skipper serves as the Chief Emotional Officer.

The firm emphasizes a five-step approach to cover all financial angles, focusing on retirement, college savings, asset accumulation, and legacy preservation. They coordinate with estate-planning and trust specialists to review wills, trusts, and beneficiary designations, aiming to minimize estate taxes and probate costs while preserving assets for intended heirs. The team assists business owners with tax-saving strategies from startup to retirement. Clients may attend consultations in person or via phone and video conference. The firm encourages clients to interview other advisors and takes a proactive approach to monitoring financial plans and investment performance.

The firm is situated on Kings Hwy NE in Dover, Delaware, near the intersection with North Dupont Highway, which is about a tenth of a mile away. Silver Lake Park and the St. Jones River are both located approximately 0.2 miles from the office.

BizScoreAI awarded the business a Content Quality score of 100 out of 100, ensuring the website clearly describes its pages and answers customer questions so AI assistants can quote it directly. The company also received a Technical score of 92 out of 100, confirming the site is secure and indexable for search engines to read without errors.