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.

Education Planning

Estate Planning

Fee-based Planning

Investment Planning

Income Tax Planning

Financial Freedom Begins With Financial Planning
You may be saving for retirement and consider yourself prudent and well prepared for the future. But without a sound financial plan, how do you really know if you will have enough money to live on in retirement and that you won’t outlive your money?

BCG’s financial planning services are designed to help you get control over your finances. Our professionals review with you every aspect of your financial life including:

Budgeting
Tracking Spending
Managing Bank Accounts And Credit Card Balances
Saving For Retirement
Saving For Major Purchases
Paying Off Debt
Building An Emergency Fund
Building Or Rebuilding Your Credit Score

We help you understand and organize all of the components of a sound financial plan and ensure that they mesh together seamlessly, eliminating wasteful overlap and needless expense—all of which lets you grow your assets more quickly and manage your finances more easily.

Full-Service Brokerage
Fee-Based Asset Management
Retirement Planning
Investment Research and Consulting
Fee-Based Planning
Investment Planning
Income Tax Planning
Education Planning
Estate Planning
Life Insurance Strategies
Disability Insurance
Long-Term Care
Charitable Giving
Personal Risk Review and Audit
Insurance and Risk Management
Health Insurance
Personal Auto, Home and Umbrella Insurance

Being prepared for the future is common sense but putting it all together and staying on course can sometimes be easier said than done. That’s why so many individuals rely on BCG to design and build their financial plans.

Not sure if you are on track to meet your financial goals? Contact a BCG dedicated financial planning specialist, supported by a team of investment and risk management experts, for a no obligation review of your current programs.

Securities offered through Cadaret Grant & Co., Inc. Member FINRA/SIPC.
Oneida Savings, BCG, BHL, WHS, and Cadaret Grant are separate entities.
Not FDIC insured. No bank guarantee. May lose value.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, the information at this site is intended for individuals residing in states where we are currently registered. We are registered to sell securities in the following states: NY, NJ, FL, GA, MA, VA, OH, PA, CT.

If you don't see something
you're looking for, or have
any questions, please feel
free to call us.

Grace Ghezzi
(315) 413-4460
gghezzi@bcgcny.com

(315) 474-1707

Contact an Advisor

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