Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

1091 Farmington Avenue
Berlin, CT 06037

BACH Investments Plus, LLC

800.852.2945

 

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

SIMPLE IRA & SEP

Profit Sharing & 401k

529 Plans

Coverdell Education IRA

Investments:

Mutual Funds**

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

Variable Annuities**

Fixed Annuities

Real Estate & REITs**

Structured Products**

ETFs**

Insurance:

Term Life Insurance

Permanent Life Insurance

Disability Income Insurance

Long Term Care Insurance

Health Insurance (Individual & Group)

Other:

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.