Benefit Consulting Group is a full-service investment advisory firm offering a complete platform of financial products and services through our Broker Dealer, Cadaret Grant & Co., Inc. Cadaret Grant is a National Independent Broker Dealer that provides us with operations and compliance support to efficiently manage our business yet the flexibility to advise our clients with the highest level of integrity, flexibility, and objectivity.
At BCG, we take great pride in our ability to objectively analyze the unique needs of each client, then work together to create a solution. Our consultative approach to Wealth Management includes the following services:
Fee-Based Asset Management
Professional Money Managers
Discretionary Asset Management
Full Service Brokerage Accounts
Low Cost Transactions
Multiple Asset Custody
Check Writing
Tax Support
Financial Planning
Asset Allocation Modeling
College Planning
Retirement Planning
See Financial Planning
Technology
NetXClient Web-Based Account Access
Asset Consolidation Statements and Reporting
Morningstar Mutual Fund and Variable Annuity Aggregation Software
Research
Morningstar Research for the universe of Mutual Funds and Variable Annuities
Argus Equity Research
Call 315.474.1707 or click here to email us today.
