BACH Investments Plus, LLC is a fee based, full service financial planning office. We specialize in assisting individuals, institutions and businesses to achieve their financial goals. Our areas of expertise include: Investment Planning, Income Strategies, Retirement Plans including Rollovers, Life & Health Insurance Planning, and Long Term Care Insurance Planning.
Our advisors provide a customized financial strategy for each client based on their individual needs and goals.
Our team of support staff consists of experienced individuals with a “hands on” approach to serving you. Not only do clients find our staff members knowledgeable, but they also discover that our staff is committed to providing prompt and courteous service tailored to suit your particular needs.
...That a person who cares for our client’s needs will answer the phone.
...In providing our clients with an experience that exceeds their expectations.
...That every client’s situation is unique and should be addressed individually.
...That our practitioners should be caring and ethical.
...In doing it right the first time and learning from our mistakes when we don’t.
...That our team does it’s best work when we support and value each others’ contributions.
Born in 1951, Vernon G. Baker received a Bachelor of Arts degree, summa cum laude, from the University of Vermont in 1973; a Master of Arts degree from Brown University in 1975; and a Doctor of Philosophy ABD (all but dissertation) from Brown University requirements completed in 1979. The Institute of Business and Finance conferred the designation of Certified Fund Specialist®(CFS®) on Mr. Baker in 1998, while The American College conferred the designation of Chartered Financial Consultant® (ChFC®) on Mr. Baker in 2002. In 2004 Mr. Baker also received the designation of Qualified Financial Planner (QFP) from the International Association of Qualified Financial Planners.
Mr. Baker is a founding member of BACH Investments Plus, LLC. He is also an Investment Advisor Representative and Registered Representative affiliated with the broker dealer Royal Alliance Associates, Inc. He has worked in the financial services industry since 1984. Additionally, Vern has served in various community positions and is currently a member of the Board of Directors as well as the Board of Trustees of the Friendship Service Center of New Britain, Connecticut. He is also a member of the Lions Club, New Britain, Connecticut. He also serves as a member of the Investment Committee of the First Baptist Church, West Hartford, Connecticut.
Mr. Baker is the author of three books, numerous articles and reviews, and has served on the faculties of MIT, Brown University and The University of Massachusetts at Boston. Vern lives in New Britain, Connecticut with his wife the Reverend Katherine Fagerburg, Chaplain of Connecticut Baptist Homes, Inc., and their two children.
Born in 1969, Jonathan W. Webb received an Associates of Arts degree, commendable scholar, from the Mitchell College in 1990 and a Bachelor of Science degree from Central Connecticut State University in 1992. The Certified Financial Planner Board of Standards, Inc. conferred the designation of Certified Financial Planner® (CFP®) on Mr. Webb in 2001. In 2004 Mr. Webb also received the designation of Qualified Financial Planner (QFP) from the International Association of Qualified Financial Planners.
Mr. Webb is a member of BACH Investments Plus, LLC. He is also an Investment Advisor Representative and Registered Representative affiliated with the broker dealer Royal Alliance Associates, Inc. He has worked in the financial services industry since 1993 and has had previous affiliations with American Express, Chase Manhattan Bank, NA, and LPL Financial Services, Inc.
Additionally, Jonathan currently serves as President of the Litchfield County BMX Group, Inc. He is a former member of the Board of Education in Canton and was a founding board member of the Canton Education Foundation, Inc. and has served on their advisory board. He has also served on the Town of Canton Pension Commission and was a member of the Town’s Elderly Tax Relief Committee. He coached soccer for six years for the Canton Youth Soccer Association. Mr. Webb has also taught retirement planning classes through the Adult Education departments in the towns of Newington and Wethersfield. Jonathan lives in Canton, Connecticut with his wife Elizabeth and their two children.
Carol A. Truluck received her Bachelor of Arts degree, cum laude, from Albertus Magnus College and a Master of Science degree from Southern CT State University. The Certified Financial Planner Board of Standards, Inc. conferred the designation of Certified Financial Planner (CFP®) on Ms. Truluck in 1988.
Ms. Truluck is a Certified Financial Planner® associated with BACH Investments Plus, LLC in Berlin, CT with her office in Hamden, CT. She is also an Investment Advisor Representative and Registered Representative affiliated with the broker dealer Royal Alliance Associates, Inc.Ms. Truluck has worked in the financial services industry as a Registered Representative since 1976 when she began her career with Waddell & Reed, Inc.In 1984 Carol opened her own practice, Financial Strategies Group, when she became affiliated with Titan Value Equities as a Branch Manager. For her performance Titan awarded Ms. Truluck membership in their Circle of Champions. When Titan was bought out by Mutual Service Corporation, Carol continued as Branch Manager and achieved the level of Presidents Club for outstanding client service.
Since the beginning of her career Ms. Truluck has focused on retirement planning and, with her previous background in teaching, she assembled and presented financial planning seminars at several major companies including United Technologies Corporation, Southern New England Telephone/AT&T, United Illuminating, and Schick/Pfizer.Additionally Ms. Truluck taught classes on retirement and financial planning at several high schools and Albertus Magnus College.
Ms. Truluck has been a member of the Financial Planning Association (FPA), since the mid 80’s and has served as President of the Greater New Haven Chapter where under her leadership, the Chapter was presented the Award of Excellence for Outstanding Achievement for Most Improved Chapter.
Ms. Truluck resides in Cheshire where she is active in community affairs and has served on the Beautification Committee. Carol has 2 children and 3 grandchildren.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Richard started his career in the financial industry in the mid 1970s after serving several years in the CT Army National Guard. He attended the New York Institute of Finance and received a certificate in Financial Planning from Manchester Community College in 2001. In addition to his professional designation of Registered Financial Consultant, he is a Registered Principal offering securities through Royal Alliance & Associates, Inc.
He has worked in the securities industry and has provided meaningful financial planning solutions for clients for over 40 years. He takes pride in the long-term client relationships he has established over the years. In some cases he is providing financial planning services to the grown children of his successfully retired clients.
Richard lives in Westmoreland, New Hampshire with his wife. He actively participates in community organizations. He is an active member of the Rotary Club of Keene, NH, and a member of the Barbershop Harmony Society, Cheshiremen Chorus of Keene, NH.
Kim has over 50 years experience in the investment industry. He joined BACH in 2018, and is now serving his clients as a Registered Assistant so he can enjoy more time with his wife in their West Hartford home.
Kim has over 50 years experience in the investment industry. He joined BACH in 2018, and is now serving his clients as a Registered Assistant so he can enjoy more time with his wife in their West Hartford home.
Ray is a licensed Certified Public Accountant serving individuals and small businesses with over 20 years of experience. He lives in East Hampton with his wife.
Heather has worked in the Berlin office since 2004, and is responsible for providing awesome customer service! Heather lives in Bristol with her husband and three sons, and when she’s not at work, she can often be found cheering them on in hockey rinks near and far.
*Not Registered with Royal Alliance Associates, Inc.
Heather has worked in the Berlin office since 2004, and is responsible for providing awesome customer service! Heather lives in Bristol with her husband and three sons, and when she’s not at work, she can often be found cheering them on in hockey rinks near and far.
*Not Registered with Royal Alliance As
SueEllen is responsible for opening new accounts and coordinating our excellent client events in our Berlin office! She has over 24 years of experience in the investment industry, and has been with BACH for 5+ years. When SueEllen isn’t at work, she enjoys reading, yoga and walks in her hometown of Southington.
*Not Registered with Royal Alliance Associates, Inc.
SueEllen is responsible for opening new accounts and coordinating our excellent client events in our Berlin office! She has over 24 years of experience in the investment industry, and has been with BACH for 5+ years. When SueEllen isn’t at work, she enjoys reading, yoga and walks in her hometown of Southington.
*Not Registered with Royal Alliance
Bernie’s most important job is keeping the Berlin office stocked with chocolate! Her other duties include directing incoming calls, and scheduling client review appointments. Bernie is a retired teacher and has been with BACH for over 15 years. She enjoys spending time with friends, yoga and peanut m&m’s.
*Not Registered with Royal Alliance Associates, Inc.
Bernie’s most important job is keeping the Berlin office stocked with chocolate! Her other duties include directing incoming calls, and scheduling client review appointments. Bernie is a retired teacher and has been with BACH for over 15 years. She enjoys spending time with friends, yoga and peanut m&m’s.
*Not Registered with Royal Alliance Ass
Trust
Confidentiality
Assist in Managing Expectations
Financial Planning
Tax Planning
Implement & Monitor
