Anita Milovich Bruno established M.B. Financial Services, Inc. in 2000 as a full service financial firm.
With a B.S. in Finance and an M.B.A. from the University of Utah, Anita specializes in both individual and group planning. While keeping clients' objectives in focus, staying in contact with them throughout all market conditions, and making investment adjustments as economic or lifestyle conditions warrant, M.B. Financial Services maintains a constant commitment to putting service first.
Switching broker-dealers in 2003 to Linsco/Private Ledger (LPL), member NASD/SIPC, was a major step in continuing her style of service of offering clients an un-biased approach to planning and investing. The independence of M.B. Financial Services is demonstrated by the fact that its broker-dealer, LPL, does not develop its own investment products which enables Anita to offer truly objective advice.
LPL has been named as the leading independent broker-dealer in the United States for the tenth year in a row by Financial Planning Magazine (based on total revenue as reported by Financial Planning Magazine June 1996-2005). It also has one of the largest independent research departments in the industry which gives its advisors access to financial information at their fingertips.
Whether you are looking for institutional portfolio management services or a diversified, fee-based account that includes no-load mutual funds, stocks, or bonds, Anita can help.
M.B. Financial also offers a wide range of employer-sponsored group benefits. Whether the size of the group is large or small, Anita consults with employers on the type and level of benefits they wish to provide and works to achieve their goals in the most cost efficient manner. Plans include Retirement: 401(k), SIMPLE and SEP IRAs, 403(b), 457 and Insurance: Medical, Dental, Vision, Disability, 125 (cafeteria).
Because Anita is licensed with most of the major insurance carriers in Utah and has a wide array of sponsors available through LPL, employers have multiple companies to choose from when establishing their plan(s).
Along with implementing the plan(s) an employer selects, Anita performs annual employee meetings to educate the employees about the plan and how to maximize the benefits the employer is offering.
M.B. Financial Services is a local resource to assist both individuals and businesses in obtaining their financial goals. Contact Anita for an appointment at 435-637-1479.
Advisory services and securities offered through Linsco/Private Ledger (LPL), Member NASD/SIPC.