Investments Solutions

BCG Securities services include: investment, insurance, retirement, tax and estate planning; all in partnership with leading insurance, banks and fund groups. You'll have access to the financial tools you need to help your clients reach their goals — from securities and asset management programs to insurance. We will help you to achieve your financial goals with the utmost care, discretion and integrity. In fact, you’re free to choose from a complete array of products and services, including the following:

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
n  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

A 401(k) Rollover Solution Is At Your Fingertips—

Lumpsumdistribution.com
This innovative website was created by BCG Securities for rolling over 401(k) assets to an IRA.  The site is designed to connect employees with qualified financial professionals, as well as provide an electronic means to enhance the distribution or rollover process.