Southfield, Michigan

Let's Build Something Secure Together

Financial clarity shouldn't feel complicated. At B&D Financial Group, we guide individuals, families, and businesses through tax planning, estate strategy, and wealth management — with care, precision, and a personal touch that's been missing from the industry.

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15+ Years of Experience
500+ Families Served
100% Client Focused
Financial consultation in a bright Southfield office

Trusted by Southfield Families

Personalized strategies that grow with you

B&D Financial Group office in Southfield
15+ Years Serving
Southfield & Detroit
About Us

Financial Guidance Rooted in Trust & Integrity

B&D Financial Group was founded on a simple belief: everyone deserves a financial partner who listens first and plans second. Based in the heart of Southfield, we've spent over a decade helping clients navigate the complexities of taxes, estates, and investments — without the jargon or pressure.

Our team brings together expertise in tax preparation, estate planning, retirement strategy, and business financial services. Whether you're planning for your family's future or growing a business, we meet you where you are and build a path forward — together.

Client-First Approach Every strategy is tailored to your unique situation
Transparent Communication No hidden fees, no surprises — just clear guidance
Community Focused Proudly serving Southfield and the greater Detroit area
What We Offer

Comprehensive Financial & Legal Services

From tax season to estate planning, we provide the expertise you need — delivered with the personal attention you deserve.

Tax Planning & Preparation

Minimize your tax liability and maximize your returns with strategic, year-round tax planning — not just April filings.

  • Individual & Business Tax Returns
  • Year-Round Tax Strategy
  • IRS Representation

Estate & Trust Planning

Protect what matters most. We help you create wills, trusts, and comprehensive estate plans that safeguard your legacy.

  • Wills & Living Trusts
  • Estate Tax Planning
  • Probate & Administration

Wealth Management

Grow and protect your assets with personalized investment strategies built for your goals and risk tolerance.

  • Portfolio Management
  • Risk Assessment
  • Retirement Planning

Business Financial Services

From startups to established enterprises, we provide the financial structure and compliance support your business needs to thrive.

  • Bookkeeping & Accounting
  • Business Formation
  • Financial Advisory

Risk Management & Insurance

Shield your wealth and your family with comprehensive insurance solutions tailored to your specific needs.

  • Life & Disability Insurance
  • Long-Term Care Planning
  • Asset Protection

Retirement Planning

Plan for the retirement you envision. We help you create a roadmap that turns your golden years into a reality — not a worry.

  • 401(k) & IRA Planning
  • Social Security Strategy
  • Income Distribution Planning
How It Works

Your Path to Financial Confidence

We've simplified the process so you can focus on what matters — your future.

01

Free Initial Consultation

Reach out and schedule a no-obligation conversation. We'll listen to your goals, answer your questions, and explain how we can help — all in a relaxed, welcoming setting.

02

Deep-Dive Assessment

We take a thorough look at your current financial picture — taxes, assets, debts, goals, and concerns. This is where we identify opportunities and potential challenges.

03

Custom Strategy Design

No cookie-cutter plans here. We craft a tailored strategy that aligns with your values, timeline, and vision for the future — and explain every step clearly.

04

Ongoing Support & Growth

Your financial life evolves, and so should your plan. We provide continuous monitoring, adjustments, and guidance — because your peace of mind is our priority.

Ready to Get Started?

Your Financial Future Starts with a Single Conversation

Whether you have questions or you're ready to take the next step, we're here to listen. Call us today or fill out the form below — there's no pressure, just honest advice from people who care.

Call (248) 357-7667 Send a Message
Professional financial consultation
Get in Touch

We'd Love to Hear from You

Have a question or ready to schedule your free consultation? Reach out by phone, email, or visit us at our Southfield office. We respond to every inquiry within one business day.

Our Office

3000 Town Ctr, Southfield, MI 48075

Office Hours

Mon – Fri: 9:00 AM – 5:00 PM
Sat – Sun: By Appointment

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We'll get back to you within one business day.

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