Bouchey Financial Group, Ltd.
@BoucheyGroup
Followers
284
Following
214
Media
134
Statuses
683
@StevenBouchey founded BFG in 1990 | Fee-Only Wealth Mgr | Fiduciary | 19 professional’s incl. 7 CFP®'s & 4 CPA's | Clients in 34 states,FR UK | 💯 Transparency
SaratogaSprings/Troy/Boston/FL
Joined May 2013
Sign up now for our upcoming seminar on November 12th with Ryan Bouchey and Jim LeBrou — Planning with Purpose: Taking Control of Your Wealth in Uncertain Times. Register here → https://t.co/TdzlCleSGH
#FinancialPlanning #BoucheyFinancialGroup
0
0
0
Her Legacy is about more than finances, it’s about approaching life’s transitions with clarity and confidence. Our panel on October 22nd explores how nearing retirement brings new financial, legal & tax considerations. Sign up → https://t.co/PmH9iBH4sI
#FinancialPlanning
0
0
0
October is National Financial Planning Month. At Bouchey, planning isn’t just about investments—it’s about protecting what matters and living with confidence. Start your plan today → https://t.co/H294tJyA2I
#FinancialPlanningMonth #TeamBouchey
bouchey.com
Bouchey Financial Group provides comprehensive and integrated wealth management services, as well as unparalleled depth and sophistication in addressing the most complex aspects of financial planning...
0
0
0
How does a change in marital status impact a woman’s financial future? Join us October 22nd for Her Legacy: Navigating Life’s Transitions → https://t.co/PmH9iBHCig
#HerLegacy #FinancialPlanning #BoucheyFinancialGroup
0
0
0
Your financial security is only as strong as your digital security. Watch our Cybersecurity & Fraud Prevention Webinar with John Millet, CPA, & David Clarke for strategies to protect your wealth & personal data. 👉 https://t.co/YofyHyVBjB
#FraudPrevention #FinancialPlanning
bouchey.com
In today’s digital world, protecting your financial and personal information is more important than ever. Join Bouchey Financial Group for an informative Cybersecurity & Fraud Prevention Webinar,...
0
0
0
Only a few hours remain before we go live with John Millet, CPA, and David Clarke on Cybersecurity & Fraud Prevention. Join us at here at 12:00pm EST → https://t.co/fZSbaUuh9i
#TeamBouchey #FinancialPlanning #Cybersecurity
boucheyfinancial.zoom.us
Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom...
0
0
0
Join us on October 22nd at Duo at the Dunes for an engaging discussion on navigating life’s milestones with the proper planning to protect your loved ones, maximize opportunities, and create confidence for the future. Sign up here → https://t.co/PmH9iBH4sI
0
0
0
Our team had a great time at the Siena College Career Fair! Ed, Scott, and Shelley enjoyed connecting with students and sharing more about opportunities at Bouchey Financial Group. Learn more about who we are: https://t.co/6jCor7usHz
#TeamBouchey #FinancialPlanning
0
0
0
Reaching $1.5B in AUM is more than a milestone — it’s built on trust and dedication. Our retreat in Manchester was a chance to celebrate together, reflect on our journey, and look ahead with gratitude and inspiration. #TeamBouchey #Leadership #FinancialPlanning
0
0
0
Our founder and visionary feeling good about his team!!!
Celebrating a Milestone in the Mountains 🌄 What an unforgettable celebration at the historic Taconic Inn in Manchester Center, Vermont! We gathered with colleagues and spouses for a special retreat to mark a major milestone — reaching $1.5 billion in assets under management
0
0
1
Proud moment at Bouchey Financial Group! The Albany Business Review highlighted our leadership transition as Ryan, Marty, John & Lauren become shareholders. A big step for the future of BFG. Read more here 👉 https://t.co/7ZNAkwqxDH
#TeamBouchey #Leadership
bizjournals.com
Bouchey Financial Group's CEO expands ownership to key leaders, ensuring succession and independence in the future.
0
0
0
Join us for Squares vs. Cancer on Oct 9 at Harvey’s Restaurant & Bar! Over $10,000 in prizes will be awarded, with proceeds benefiting the American Cancer Society. Learn more 👉 https://t.co/i1MO8uMBS9
#AmericanCancerSociety #BoucheyFinancial
0
0
1
If once is an accident, twice a coincidence, and three times a pattern, then this latest #labor report may be pointing to a more consistent signal about the underlying strength of the U.S. #economy. Read @ryanbouchey's latest market newsletter:
bouchey.com
The August jobs report showed a continued slowdown in labor market momentum, with only 22,000 jobs added versus expectations for 75,000.
0
0
0
Want to make things easier for your loved ones when it comes to your estate? Check out our latest blog to find out how. #financialplanning #estateplanning #finance
https://t.co/BOsxmNtj6C
bouchey.com
Written by: Catherine Buck, CFP® Estate planning starts with the establishment of estate documents: Will, Health Care Proxy, and Powers of Attorney. However, if you have ever been the Executo...
0
0
1
With new tariffs rolling out, we’re about to see theory collide with reality. Will consumers absorb higher prices, delay purchases, or switch to substitutes? #Economics #ConsumerBehavior #Tariffs
https://t.co/FsTBLFeAmG
bouchey.com
Written by: Martin Shields, CFP®, AIF® Throughout my Economics Master program in Virginia Tech one of my favorite areas of study was consumer theory. The discussion was centered around how...
0
0
0
Reflecting on 35 years of growth at Bouchey Financial Group, Ltd., one thing remains constant - our people are at the heart of everything we do. Our colleagues and their families had an unforgettable evening at Village Pizzeria & Ristorante. #TeamAppreciation #boucheyfinancial
0
0
0
Our latest blog breaks down the key tax changes you should know. And don’t miss our August webinar where we’ll take a deeper dive into what this new bill could mean for your finances. #taxes2025 #onebigbeautifulbillactt #financialplanning
https://t.co/mAe2Rd4Ecu
bouchey.com
Written by: Vincenzo G. Testa, CPA, CFP®, ECA On July 4th, 2025, the “One Big Beautiful Bill“ was signed into law, bringing with it the biggest changes to the U.S. tax code in nearly a...
0
0
0
Money and wealth are tools to help you meet your essential needs and beyond that, they’re meant to support a fulfilling, meaningful life. Check out our latest blog to explore this mindset shift. #finance #financialplanning #financialgoals
https://t.co/RzwX7W5SQQ
bouchey.com
Written by: Martin Shields, CFP®, AIF® For the first 13 years of my career, I worked in corporate finance for publicly traded companies. In this role, the primary goal was to maximize the...
0
0
0
Our founder and his brother ❤️🙏
Spending the afternoon with my brother Brian, who truly lights up the world. His smile is contagious, his heart is pure, and he loves everyone without judgment. If only we could all see life the way Brian does, the world would be a much better place. As always, Brian looked at
0
0
2
Our Chief Wealth Advisor, Marty Shields, CFP®, was honored at the Ronald McDonald House Charities of the Capital Region annual dinner for his 9 years of board service with two of those as board chair. #givingback #RonaldMcDonaldHouseCharities
https://t.co/ndf80NM6B9
bouchey.com
Picture Left to Right: Dan Miller (Current RMHC Board Chair), Marty Shields, Kimmy Ventner (RMHC CEO) Our Chief Wealth Advisor, Marty Shields, CFP®, was recently honored at the Ronald McDonald...
0
0
0