In Dan’s Words
When B&B Tax and Financial Services made the move to Silver Oak Securities, President Dan Bukovcik was looking for more than just a broker-dealer—he wanted a partner that valued personal relationships and reliable support.
Based in Ovid, Michigan, B&B Tax and Financial Services specializes in mutual funds, variable annuities, retirement plans, rollovers, and income tax preparation for approximately 7,000 clients. After experiencing multiple broker-dealer transitions—many leading to impersonal, large-scale firms—Dan knew he needed a firm that prioritized service and efficiency.
His previous transition had been a disaster, marked by lost paperwork, incorrect client information, and payroll issues. Frustrated, he found Silver Oak and immediately saw a difference. With a hands-on approach and a team that treats advisors like more than just a number, Silver Oak provided the smooth, supportive experience Dan had been searching for.
Watch this interview with Dan to hear why B&B Tax and Financial Services made the transition to Silver Oak Securities.
