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Investments

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

Our goal is to manage your investments so that you are retirement ready and can 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 help you 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

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

[email protected]   |  1-888-394-BCGS(2247)