BCG Securities - Products/Service > Banking Solutions

BCG Securities offers investment options to fit the individual needs and goals of each client. Our professionals analyze your objectives such as capital appreciation, income generation, risk management or tax minimization and recommend investment solutions to help you meet these objectives.

Our goal is to manage your investments so that you have enough money to last through retirement and leave a legacy for the next generation. In doing so, we help you plan for the increased cost of living, as well as any unforeseen events that may occur.

To accomplish your goals, we offer the following investments and services:

Investments & Retirement Planning

Equity Investment
  • Publicly Traded Stocks
  • Mutual Funds
  • Unit Investment Trusts
Fixed Income Investments
  • Municipal, Government & Corporate Bonds
  • Money Market Accounts
  • Certificates of Deposit
  • Market Indexed CDs
  • Income Oriented Mutual Funds
  • Collateralized Mortgages
Managed Accounts
  • Professionally Managed Accounts
  • Advisor Managed Fee-Based Accounts
  • Lockwood, Curian, Haverford and Others
Retirement & Education Planning
  • 401(k) Plans
  • 401(k) Safe Harbor Plans
  • Cash Balance Plans
  • Defined Benefit Plans
  • Traditional IRA Accounts
  • Roth IRA Accounts
  • UGMA/UTMA Gifts
  • 529 College Saving Plans
  • 403(b) Plans
  • 457 Plans
  • Pension Plans
  • Our Own TPA firm