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Wealth Management

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  • Benefit Consulting Group (BCG) is a full-service investment advisory firm offering you highly customized and sophisticated financial advice, investment solutions and brokerage services to help you meet your financial goals and objectives.

  •  Investment Research and Consulting
  •  Fee-based Asset Management
  •  Full-Service Brokerage
  •  Retirement Planning

  • BCG provides a complete platform of financial products and services through our Broker Dealer, Cadaret Grant & Co., Inc., a national independent company that ensures us the flexibility to advise our clients with the highest level of integrity and objectivity. We take great pride in our ability to objectively analyze the needs of each of our clients through our unique Stewardship process, then work closely with them to create solutions specifically tailored to meet their financial challenges and achieve their life goals.

    BCG has earned reputation for providing its clients with innovative solutions, prudent investment advice, expert guidance, strength and stability, and one of the most comprehensive and integrated wealth and financial management portfolios in the industry. Not sure if you are on track to meet your financial goals? Contact a BCG dedicated wealth management specialists, supported by a team of investment and risk management experts, for a no obligation review of your current programs.

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