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About Us

BCG Securities was founded in 1968 on the premise of lasting personal relationships. We recognize that our top priority is to act with integrity and protect our client's trust. Our professionals provide diligent, consistent management and advice to individuals, businesses, and financial professionals.

Our experience in investment management, private client relationships, philanthropy, and estate planning and administration delivers a targeted perspective crafted to help you achieve your objectives.

By tracking and analyzing financial trends and evaluating the best technology solutions, we help our clients achieve their financial goals and succeed. The combination of big firm expertise and boutique-level innovation helps our clients stay on track in a busy and ever-changing financial time.

Our clients rely on our trusted advice. Our experts and advisors take a proactive approach to their positions and always exceed our high standards of responsibility and ethics. Our clients enjoy the distinctive, caring services for which our team of experts at BCG Securities is known for demonstrating without sacrificing on expertise or know-how.

Personalized Service From a Dedicated Team of Experts!

Our team is known for its extensive experience. We are highly trained and qualified to advise clients on almost any financial planning and wealth management issue. We provide clear, easily understood and timely explanations of financial products and services. Our team consists of professionals, from such diverse backgrounds as:

  • Certified Financial Planner™ (CFP®)
  • Certified Public Accountants (CPA)
  • Attorneys
  • Actuaries
  • Chartered Financial Consultant (ChFC)
  • Certified Retirement Plan Specialist (CRPS)
  • Masters in Business Administration (MBA)

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