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

BCG Securities credits its award winning environment to its commitment to customer satisfaction, professional expertise and culture of excellence.  We strive to provide the highest level of service to all our customers.