BCG Securities is our broker dealer, maintaining custody of our clients’ investments and clearing transactions. Established in 1968, BCG Securities, Inc. is a privately held, independent broker-dealer with a vision of providing both independent investors and financial advisors with innovative products, solutions based strategies, cutting-edge technology and superior service.  

As an independent financial firm, we are not an employee of an investment or financial services firm – we are independent business owners. Therefore, we are not pressured by corporate interests and can focus on what is best for you and your financial goals.

Personalized Service From a Dedicated Team of Experts!

The BCG Securities team has extensive experience and is highly trained and qualified to advise clients on a variety of financial planning and wealth management issues.  One of the benefits of working with BCG Securities is their ability to provide clear, easily understood explanations of financial products and services. Their team consists of professionals from such diverse backgrounds as:

• Certified Financial Planner™ (CFP)
• Certified Public Accountants (CPA)
• Attorneys
• Actuaries
• Chartered Financial Consultant (ChFC)
• Certified Retirement Plan Specialist (CRPS)
• Masters in Business Administration (MBA)

For a Free Consultation call (856) 428-5300.