Accounting Firm

BIG Investment Services

Dover, Delaware financial planning firm helping US clients with retirement, college, legacy and business exit plans

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TrustList summary

BIG Investment Services, also written B.I.G., plans finances and manages wealth for individuals and business owners from Dover, Delaware. It works with clients across the United States, and says its planning is shaped by what people want from life as well as by their money.

What BIG Investment Services does

Retirement planning: preparing for retirement and staying retired through changing markets.
College and legacy planning: passing wealth to family and funding children's and grandchildren's education.
Business exit strategies: guiding owners from start-up through to retirement, with tax planning along the way.
Asset accumulation: building savings towards personal goals such as a second home or travel.
Charitable giving: structuring gifts to good causes.

Clients

The firm advises families, retirees and business owners, meeting them in person or by phone and video call.

Key facts

Based in: Dover, Delaware
Experience: over 30 years combined across the team
Process: a two-step introductory consultation, followed by a five-step planning method

Summary written by TrustList from the business's own published information, Sep 2026.

Gallery

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Categories & features

Rankings

BIG Investment Services is ranked on 1 TrustList ranking at #4.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. BIG Investment Services has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 1 ranking

#4of 24
Rendering
It is the only one of the 24 here listing graduate and one of 4 here listing internet.
Of the 24 here, 16 also cover tax and 12 also cover accounting; 2 also work in Mumbai and 2 also work in Chennai.
Behind BHB Advisors, LLC, ahead of Burkhalter & Burkhalter.

As of 2026-11-02. Organic ranks only; sponsored placements are never ranks. How TrustList ranks