BAI Financial

BAI Financial Bringing our wisdom, experience and expertise in the financial services field to you. Member FINRA & SIPC.

At BAI we commit to helping you understand where you want your life to take you and how to get there. We do that by engaging our clients with objective and comprehensive financial counseling, designed and tailored to you and your family so that you end up with a customized plan you can look at daily. BAI Financial has been around for over 30 years and we are set up to be here in the future to serv

e you. Thank you for visiting BAI Financial, and please feel free to contact us if we can be of any help. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. www.finra.org www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.baiplan.com

https://www.lifehealth.com/patience-in-saving/ The Importance of having Patience while Saving...- by Rich Balkcom, CEO -...
05/04/2026

https://www.lifehealth.com/patience-in-saving/

The Importance of having Patience while Saving...

- by Rich Balkcom, CEO - BAI Financial

Today’s financial advisers are working with clients who are generally in a rush. Most want a fast presentation, fast process, and fast results.

https://rethinking65.com/are-trump-accounts-worthwhile/“Geoff Balkcom, President of BAI Financial provided his insight o...
04/15/2026

https://rethinking65.com/are-trump-accounts-worthwhile/

“Geoff Balkcom, President of BAI Financial provided his insight on the recently announced Trump accounts.”

Here’s what families need to know before opening a Trump Account for their children, especially if they planning to use it for college.

https://thebossmagazine.com/post/bai-financials-approach-to-financial-guidance/We, "BAI Financial" were recently feature...
03/26/2026

https://thebossmagazine.com/post/bai-financials-approach-to-financial-guidance/

We, "BAI Financial" were recently featured on Boss Publishing.

The article focuses on our firms copywritten strategy we've developed. Which involves helping you with your existing workplace benefits and tailoring to an your own unique financial needs. As a Fiduciary Household Money Coach, we see it as our passionate responsibility.

Another Fantastic Rap River Run 5k in the books! Really do love this event....it keeps getting better each year. Great e...
06/14/2025

Another Fantastic Rap River Run 5k in the books! Really do love this event....it keeps getting better each year. Great event for New Port Richey.

Big shout out to YFA (Youth and Family Advocates), Trinity Rotary, and New Port Richey Rotary for putting on the event.....And thanks for everyone who came out today to support the event!

- BAI Team

Merry Christmas to you all and to your families!......Have a Wonderful one. And Cheers to a Prosperous New Year!- Geoff,...
12/23/2024

Merry Christmas to you all and to your families!......Have a Wonderful one. And Cheers to a Prosperous New Year!

- Geoff, Rich and RIck
BAI Financial

Everyone have a Wonderful Thanksgiving with your Families!- BAI Financial
11/25/2024

Everyone have a Wonderful Thanksgiving with your Families!

- BAI Financial

Address

1747 Percheron Drive
Trinity, FL
34655

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 7am - 10pm
Sunday 7am - 10pm

Telephone

+17272070325

Website

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