B&J Financial Services represents the financial advisory and wealth management arm of the Dallas-based CPA firm, Saville, Dodgen & Company, PLLC. This integrated structure allows the firm to provide comprehensive financial guidance that combines tax-centric strategies with investment management, retirement planning, and insurance services for individuals, families, and business owners. While Saville, Dodgen & Company, PLLC, has a history dating back to 1968 as a CPA firm, B&J Financial Services operates as a "Doing Business As" (DBA) name for the financial services offered by its dually-licensed professionals. Securities and investment advisory services are formally offered through a third-party broker-dealer, Avantax Investment Services℠.

Founded in

United States