We Help People Manage Their Money For Retirement

Bayview Financial Group works with individuals, families and business owners who are looking for professional guidance on how to confidently and responsibly plan for retirement. As an independent business rooted in the local community of Jamestown, NY, Bayview aspires to be your destination for retirement advice you can trust. Our retirement consultants are under no obligation to sell particular products or push any one platform. And as a financial firm with a focus on fee-based accounts, we are primarily compensated through a flat percentage of your managed assets, not commissions. That means that our success is tied to your success.

We offer a range of fully customizable retirement planning services to clients who are seeking the guidance of a professional retirement consultant. Whether you are just starting to contemplate retirement, getting ready for the transition or already enjoying life after work, we can help.

Planning for Retirement
The Cornerstones of

Trusted Retirement Planning

You have many choices when it comes to retirement planning and investment advice. Your local bank branch, a “big name” national brokerage firm or even a do-it-yourself online platform are all viable options. Ultimately, your decision comes down to finding a process that feels comfortable. We built Bayview Financial Group for clients who want to work with an independent retirement consultant in a close, collaborative relationship. Our business succeeds because we deliver retirement advice that focuses on our clients’ interests first. We aim to earn and maintain your trust by cultivating an advisory partnership that rests on the four cornerstones of trusted retirement planning.

Open Architecture

Independent Advice

Transparent Fees

Clear Communication

Why should you choose Bayview Financial Group? For the independent advice. For the personalized service. For the friendly staff. Take your pick. We offer something different from the big corporations. Read a little bit more about us. We just may be the right fit for your retirement needs.

We Are Not Product-Pushers

We Are People-Pleasers

We enjoy what we do here at Bayview Financial Group, and we aim to keep it that way. That’s why our primary focus has and will always be on the people we serve. Our team is lucky to work with an extraordinary group of clients, and we value their continued loyalty. So while investment products, models and strategies indeed are an important part of any retirement plan, the foundation of that plan is the relationship you have with us. We invite you to meet the members of your Bayview team.

Justin ``Judd`` Bohall

President & Retirement Consultant

Debbie Schultz

Administrative
Assistant

Lindsey Alday

Customer Service Representative

Ready to Get Started on Your Retirement Plan?

We can help. But don’t take our word for it, come see for yourself. Your first session is on us.
Free Portfolio Consultation