Three male executives standing in an office

BCM&R

3077 W Jefferson St
Suite 200

Joliet, IL 60435

Phone:

815-725-8300

Fax:

815-725-8320

E-mail:

Since 1984, the Mission of our firm has always been very simple - to do everything within our power to help our clients achieve their financial goals and objectives. That is a responsibility we have always taken very seriously.

We have been providing independent investment services since the 1980's. In all of our Advisory accounts, we have always had a fiduciary responsibility to do what is in the best interest of our clients - Not just what may be suitable for them. We will serve as your financial advisor with fiduciary responsibility for your IRA or other investment accounts.

If you would like to find how we can help you achieve your financial goals and objectives - contact us to schedule a free introductory meeting or phone conference.

Why Choose BCM&R?

38+ years of experience managing investment accounts for clients
Research processes that have been developed over the past 37+ years
Institutional level portfolio risk/investment analysis and alternative investments
Long-term relationships with our clients
Ability to assume ERISA Fiduciary Responsibility for 401k and Company Retirement Plans

Please take a moment to explore our Website where you will find a wealth of financial and investment information. Make sure to visit the Learning Center where you can access investment articles, newsletters, calculators, videos, and much more.

In the menus above you will find links to many other helpful tools including:

Client Login - Link to your existing Online account. For clients who would like to register for online account access, please call the office to get setup.
BCM&R Newsletter Archive - View past BCM&R newsletters.
Refer us to your friends and family who may be able to utilize our services. Your referrals mean a great deal to us and we greatly appreciate your support.
Portfolio Analysis - Get started with a Free Investment & Risk Analysis from BCM&R.

Are You Ready For Retirement? Click HERE To Begin Your Retirement Readiness Assessment!

Client Account Statement Login

Meet Our Staff

Our Services

Newsletters

Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Dont Take the Bait: How to Recognize Phishing Scams

In a phishing scam, criminals use emails, text messages, or phone calls to try and trick you into providing personal and financial information.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators