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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.
What Is A Full-Service Brokerage?
A full-service investment brokerage provides a broad array of valuable services to its investor clients including:
With the Internet where you can find hundreds of discount brokers and independent financial advisors, why would anyone need a full-service brokerage? The fact is, for many people, a full service brokerage is the very best option for handling their financial portfolios.
In addition to the services listed above, a full service broker will work closely with you to understand your long-term and short-term goals such as buying a home or vacation home, putting children through college, leaving an estate for your heirs, or being able to travel extensively in retirement. Even though most investors know something, or even a substantial amount about investing, they often lack the tools, education, training, time, and most of all, experience to avoid the pitfalls or take advantage of great investment opportunities on a long-term basis. A full-service broker puts years of knowledge to work for you. Plus, full-service brokers are in a position to be aware of opportunities or dangers far earlier than individual investors because they are engrossed in the markets on a daily basis.
Perhaps the strongest reason to utilize a full-service broker is to protect you from bad habits and human nature. Studies have shown that people are inherently risk averse. When investing their own money, they are inclined to buy high when they see the pack rush in, and sell low when the crowd is racing for the door. A full-service broker can calm and guide investors to avoid selling at market bottoms, chasing every cocktail party tip, or buying during speculative bubbles.
Why Benefit Consulting Group (BCG)?
BCG clients have come to expect so much more than they typically find at a full-service brokerage.
Along with affiliates Bailey, Haskell, & LaLonde (BHL) and Workplace Health Solutions (WHS), BCG clients enjoy the Premier Advantage—access to one of the most comprehensive portfolios of business and individual insurance, wealth management, risk management, human resources consulting and employee benefit services.
BCG clients have the assurance that all of the products and services they need to assemble an iron-clad financial plan and risk management program will be perfectly integrated. Here are just a few of the added services you can expect from BCG:
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.
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