What We Do

At Bayview Financial Group, our job is to help you plan for a successful retirement. That begins by understanding every detail of your financial picture, from short-term goals to long-term aspirations. Our discussions are far-ranging with questions that dig deeper than those typically found on fill-in-the-blank financial questionnaires. We ask about your career, your family and your community. We ask what motivates and pushes you forward in life and what challenges stand in the way of your ideal retirement. We ask you to describe the kind of advisory relationship that you believe will help you get to where you want to go in the future, when your working years are behind you and the unknown lies ahead.

How We Do It

Your answers to these questions guide us as we draw up a customized financial blueprint designed to help you build the retirement you have always wanted. No two clients will share the same blueprint, or financial plan. Indeed, we are not in the business of selling “prefabricated” retirements. Rather, we give you the tools to craft a truly individual retirement experience, from foundation to truss. We tailor investment strategies to prioritize what matters most in your life. We help you select financial products to serve those strategies. Finally, we foster an advisory relationship with you that can rely on year after year, ready to answer any question and provide counsel through any obstacle.

Serving your Future

Who We Serve

Bayview Financial Group is local and independent. Born and raised in Chautauqua County, our founder Judd Bohall is proud of his southwestern roots and chose to hang our shingle in his hometown of Jamestown. Most of our clients hail from the region along the New York-Pennsylvania border. In communities from Buffalo down along the bays of Lake Erie, Chautauqua Lake through the rolling hills of the Southern Tier, across the Allegheny to Olean, the individuals and families we serve share our small town values:

  • Say what you mean and mean what you say.
  • Follow through on your promises.
  • Don’t use ten words when two will do.
  • Know how to tell a good story.
  • Wear your heart on your sleeve.
  • Don’t be afraid to roll up your sleeves and get dirty.
  • Trust your neighbors.
  • Be a neighbor who can be trusted.

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