BBM Financial Services

BBM was established in 1975 as the first life insurance brokerage firm in eastern Washington. A request from Memorial Hospital quickly got us into the group medical insurance business. Within 5 years we had a 75% market share in Yakima. Through the 1970s and 1980s, we began offering retirement plan administration, and became a local claims administ... rator TPA enabling our clients to manage the financial return on their own reserves. The shift from pension plans to 401(k) retirement programs was an exciting opportunity to serve our clients as a Registered Investment Advisor. Four decades later, this remains a focus of our firm. Group medical insurance regulation in the 1990s encouraged us to sell our group insurance and claims administration business. This opened the door for us to offer private wealth management services to affluent individuals, which has expanded to include comprehensive financial planning services. As much as business has changed over the past three decades, some things remained the same. BBM Financial Services began as a life insurance brokerage and we continue to offer independent life, disability and long-term care insurance products as part of our complete financial service and retirement planning offerings.Read More