B.T. Bowler & Associates completes second merger
Published 11:03 am, Wednesday, May 8, 2013
B.T. Bowler & Associates, a New Canaan-based financial advisory firm of Ameriprise Financial Services Inc., recently merged with the Ameriprise financial advisory practice Susan L. Richards, CFP.Effective immediately, the combined practice will operate under the name of B.T. Bowler & Associates. The office remains at 199 Elm St., Suite D.
Bert T. Bowler, founder of B.T. Bowler & Associates said, "Both Susan and I recognize that our practices' greatest assets have always been our clients. By merging our practices, we are able to better serve our clients. Susan and I are confident that this is the right decision to promote growth, and to provide clients with enhanced services and a greater breadth and depth of resources."
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The ability to meet client needs now and in the future was a key factor in this decision."
Richards added, "This merger is of two highly compatible firms. During the many years my practice has existed in Westchester County, Bert and I have worked together, and during this time, have formed a relationship based on trust, respect and friendship. We hold similar values and philosophies on doing business: placing client needs and goals first, providing excellent service to clients, emphasizing honesty and integrity, and bringing a positive attitude to work."