BCG Securities, Inc. is an independent broker-dealer with a vision of providing professional, diligent, consistent management and advice for individuals, businesses, and financial professionals.  Matched with our experience in investment management, private client relationships, financial, retirement and estate planning.  We bring a finely honed perspective to help our clients achieve their objectives.  

With over 46 years of industry experience and an award-winning record of success, our management team is extremely focused on delivering investment excellence, unparalleled service and exceptional value to our clients.  Our clients enjoy the best of both worlds –the big-firm resources and products with the small-firm feel. We are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity; providing unbiased, objective guidance to help them achieve their business and personal financial goals.

Working with us, our clients gain a level of comfort that comes from knowing they have a plan designed to do what is best for them.  We pride ourselves for being honest and truly caring for our clients' well being.

As an advisory firm, BCG Securities, puts our experience to work for you by supplying you with sophisticated tools and resources you need to grow your business effectively.  Through our parent company, Benefit Consultants Group, you will have access to retirement plan design, administration and servicing resources all in one place.  In addition, through our relationship with Pershing LLC, our clearing provider, you will have access to a wide array of fee-based and commission-based solutions ranging from cash and wealth management solutions to annuities and mutual funds, to credit and lending and more. 

BCG Securities offers financial advisors:

  • A premiere advisory firm offering more than 46 years experience in delivering quality retirement and financial planning solutions
  • Access to senior management
  • Full-range of fee-based and commission-based investment solutions
  • Access to expert resources including legal counsel, compliance, and operational support
  • Dedicated transition and onboarding support
  • Continuing education through BCG University
  • In-house third party administration for retirement plans
  • Clearing execution through Pershing, LLC a leading global provider of financial business solutions