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Products & Services

At BACH Investments Plus LLC, we provide guidance and services to our private clients, businesses and institutional clients in the following areas:

Fee-Based Services:

Investment AdvisoryServices*

Retirement Planning

Education Planning

Estate Planning

Insurance Planning

Business Planning

Private Banking      

Royal Alliance Associates, Inc. ADV Part II A

Brochure ADV Part II B - Vernon G. Baker

Brochure ADV Part II B - Jonathan W. Webb

Retirement / Education:

Rollover IRA

Roth IRA

Traditional IRA


Profit Sharing & 401k

529 Plans

Coverdell Education IRA


Mutual Funds**

Stocks & Bonds** (Commission transactions & Fee based)

Variable Annuities**

Fixed Annuities

Real Estate & REITs**

Structured Products**



Term Life Insurance

Permanent Life Insurance

Disability Income Insurance

Long Term Care Insurance

Health Insurance (Individual & Group)


Investment-Backed Lending

Brokerage CDs

Premium Financed Life Insurance

Trust Services:

AST Capital Trust Company

Franklin Templeton Bank & Trust, F.S.B.

Renaissance, Inc. Trust Services

* Advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Adviser. 
** Securities offered through Royal Alliance Associates, Inc., Member FINRA & SIPC 
*** Insurance offered through BACH Investments Plus, LLC not affiliated with Royal Alliance Associates, Inc.