Jeff Bagley is a senior financial advisor and founding partner of BCR Financial Services. He began his career at Merrill Lynch in Pittsburgh. He then worked for American Express Financial Advisors until he, along with colleagues Mark J. Rychel and Daniel W. Costa, formed BCR Financial Services in 1998. Our mission is to become our client's most trusted advisor.
Jeff specializes in a range of financial planning services, including active investment management, tax, retirement, insurance, business & estate planning.
He earned a bachelor's degrees in Business & Psychology with a minor in Economics from the University of Pittsburgh, as well as numerous designations, including Certified Financial Planner (CFP). Jeff holds his FINRA Series 7, 63 & 65, as well as Life, Health and Accident Insurance licenses. He also is a member of various organizations, including the Financial Planning Association (FPA). Jeff is also licensed & serves clients in several states nationwide, most significantly in Pennsylvania, California & Florida.
Jeff, along with his wife, Michelle, live in Wexford PA and enjoy extensive travel, attending sporting events and spending time with family & friends.