top of page

Financial Advisory Services in Magnolia, DE

happy family showing the concept of financial planning

B.I.G. Investment Services - Magnolia, DE

Discover financial peace of mind with B.I.G. Investment Services in Magnolia, Delaware. Since our establishment, we've been guiding residents of the Diamond State towards financial security and success.


Our Philosophy

At B.I.G. Investment Services, we specialize in safeguarding your hard-earned assets. We recognize that wealth is a tool to achieve your life's ambitions, be it a worry-free retirement, a flourishing enterprise, funding your children's higher education, or acquiring that dream property. Our goal is to assist you in realizing these aspirations while ensuring financial stability, regardless of market fluctuations.


Our Offerings

We provide a suite of financial solutions customized to your individual circumstances:

  • Retirement Strategy Development

  • Tax Efficiency Planning

  • Financial Risk Mitigation

  • Investment Portfolio Design

  • Legacy and Succession Planning

  • College Savings Programs


The B.I.G. Advantage in Magnolia

  1. Community-Centric: Our advisors are deeply familiar with Magnolia's economic landscape and the broader Delaware financial environment.

  2. Time-Tested Experience: Our years in the industry have equipped us with invaluable insights to guide your financial journey.

  3. Tailored Strategies: We craft bespoke financial plans that align with your unique goals and risk tolerance.

  4. Holistic Financial Management: Our comprehensive approach ensures all aspects of your financial life work in harmony.

magnolia delaware map

Magnolia, DE: A Hidden Gem

Magnolia is a quaint town located in Kent County, Delaware, offering a perfect blend of small-town charm and modern convenience. With a population of just over 200 residents, Magnolia embodies the essence of close community living. Despite its small size, the town plays a significant role in Delaware's history and culture.


Originally named Caroon Manor, Magnolia was renamed in the mid-19th century after the abundant magnolia trees in the area. Today, it serves as a peaceful residential haven, attracting those who appreciate a slower pace of life without sacrificing access to urban amenities. Magnolia's strategic location puts it within easy reach of Dover, the state capital, as well as Delaware's famous beaches, making it an ideal spot for both work and leisure.


Start Your Financial Journey

Are you ready to take the first step towards a secure financial future? Reach out to us today to arrange a complimentary consultation with one of our skilled financial advisors. Together, we'll chart a course to transform your financial aspirations into tangible achievements.

The B.I.G. Company Photo

bottom of page