Bcg Securities, Inc.

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"I have been a Retirement Plan Consultant and Financial Advisor with BCG Securities for over 25 years. During my years at BCG Securities, I have acquired the experience and skills to become a leading retirement plan advisor in the Mid-Atlantic Region, with over 50 retirement plans, and many high-net worth individual clients under management. I have been able to consistently grow my business during changing market conditions by providing my clients with a variety of independent products and services that can be customized to meet their individual needs.

Welcome Experience True Independence through BCG Securities. We are a national independent broker-dealer and financial services firm headquartered in New Jersey with over 46 years experience. Our vision is to provide independent financial advisors with innovative products and strategies, cutting-edge technology and superior service. We are dedicated to providing our advisor partners with the autonomy and opportunity to do what they believe is best for their valued clients.

We collect information about you (such as your name, address, social security number, assets and income) from our discussions with you, from documents that you may deliver to us and in the course of providing services for you. We may use this information to provide services to you, to open an account for you, to process a transaction for your account or otherwise in furtherance of our business.

We believe in helping people reach their potential. At BCG Securities, we provide a comprehensive training program for both new and experienced employees through a blend of instructional and on-the-job training. We also provide employees with mentors and team leaders to help them with on-the-job learning.

While our services mirror the professionalism of large firms, we differ in the service we provide our clients. Rather than using pre-set designs, our benefit specialists work closely with each case to design a customized plan that meets the client’s specific needs and objectives. Our pension services group is set apart by our knowledge, proven in our ability to craft plans that maximize benefits while complying with statutory requirements.

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