BIG Investment Services

Summer plans: poolside, sunshine, and smarter financial conversations. ☀️ The B.I.G. Podcast is an easy way to stay connected to market updates, planning insights, and conversations that help you feel more confident about your financial future. Whether you’re on the road, by the pool, or just enjoying a slower summer day, tune in wherever you listen to podcasts.

https://www.abigplan.com/our-podcast

Celebrating 21 years of B.I.G. Investment Services. 🎉 For more than two decades, we’ve been grateful to serve our clients, support our community, and help families feel more confident about their financial future. Thank you to everyone who has trusted us, referred us, and been part of the B.I.G. story over the years. Here’s to 21 years, and many more ahead!

This past weekend, Rachel proudly represented us while volunteering with Capital City Rotary Club and Central Delaware Habitat for Humanity.

The team spent the day framing the exterior walls of a future home, helping turn the dream of homeownership into a reality for a local family!🏠🔨

The future of wealth management is shaped by those willing to keep learning.

This week, our team is attending TradePMR SYNERGY26 in Washington, D.C., joining financial professionals from across the country for conversations around innovation, technology, leadership, and what’s next for our industry.

We're grateful for opportunities like this to sharpen our expertise, exchange ideas, and bring fresh insights back to the clients and communities we serve!

Please join us in celebrating Carol on her work anniversary! 🎉 We’re grateful for the knowledge, dedication, and heart she brings to the team each day. Here’s to all she’s accomplished and the many lives she’s impacted along the way.

Happy work anniversary, Carol! 👏