"At Bishop Financial Advisors, we have made a commitment to excellence in everything we do. Our goal is to exceed our clients’ expectations at all times."
Our Mission and Vision
Mission: We exist to personally guide our clients to achieve greater financial peace of mind, allowing them to realize their passions and their dreams.
Vision: To be most trusted and respected by our clients for our professional knowledge, integrity, and service which exceeds their expectations.
We know trust is the highest compliment a client can give to us, so we will do whatever we can to to keep it.
We strive to help you find ways to live your life to its richest and fullest extent possible with the assets and time that you have.
Our clients should always be pleased with the customer service we provide them. We commit to help ensure you will always be satisfied with the personal attention you receive and the service you get.
The Value of Independence
Independence is a key advantage when it comes to choosing your financial advisor. At Bishop Financial Advisor, we offer you an unbiased objective approach to serving your investment needs. We understand that your individual financial situation is unique and deserves an individual approach designed to help put you on track to reaching your financial goals.
As independent representatives of SII Investments, Inc., we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we feel may be best suited to meet your financial objectives and goals. Our professional affiliations allow you access to the world's financial markets, as well as the financial knowledge and credibility needed to help provide you with a wealth of investment resources.
This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service. The possibility of achieving your financial dreams can start with Bishop Financial Advisors.
Bishop Financial Advisors believes that a strong community comes only from committed people. Here are just a few of the organizations we support:
- Hudson Community Foundation
- United Way of Summit County
- Habitat for Humanity
- Leukemia and Lymphoma Society
* Neither Bishop Financial Advisors or SII are affiliated or endorse these organizations.