BTA Financial Group

Description

BTA Financial Group is an independent, full service financial services organization. Because we are independent, we can offer a broad range of products and services with our client’s best interest first and foremost. We represent hundreds of investment managers, investment products and insurance carriers. We work diligently to provide our clients with independent ideas, advice and solutions to help achieve their goals.

BTA Financial Group’s objective is to understand and identify the evolving needs and interests of corporate plan sponsors and their employees. There is no greater evidence of this than in your company’s employee benefits program. As your Independent Third Party Advocate, we partner with you to implement and manage effective employee benefit programs. We specialize in Employer Sponsored Group Benefits, Retirement Plan Services, Executive Fringe Benefit Plans, Consulting and Value Added Services.

BTA Financial Group, Inc. is an independent, full service financial services organization that addresses the financial and insurance needs of individuals and corporations. We design, coordinate, implement and manage innovative solutions that empower our clients. We offer an extensive product and services menu which includes Comprehensive Financial Planning, Investment Management, Insurance Planning, Corporate Retirement Plans, Employee Benefits and Commercial Insurance.

At BTA Financial Group, it is our belief that people deserve trusted financial professionals to deliver quality financial products and services of the highest caliber. Our focus is to help fulfill our clients’ financial and insurance needs at every level while building long-term relationships. We value our client relationships and work hard to earn client trust and deliver unparalleled client satisfaction.

Protect yourself and your company with our risk management solutions utilizing a customized commercial insurance package. Commercial insurance can be very complex and costly. We will work with you to develop and implement a commercial insurance strategy that is cost effective, understandable and tailored to your individual business. We offer several lines of coverage’s including property insurance, general liability insurance, professional liability insurance, commercial auto insurance, worker’s compensation and bonds.

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