1110 South Avenue
Our Firm. Independent.
Our Team. Diverse.
Our Services. Comprehensive.
Our Guidance. Objective.
BG Wealth Advisors strives to offer clients the highest level of personalized service.
The firm offers comprehensive financial planning and investment services to individuals and families.
The firm is committed to offering objective advice, unbiased guidance, and customized strategies.
BG Wealth Advisors is a financial consulting firm with more than three decades of dedicated and personalized service. As an independent firm, they are committed to offering an unbiased and objective approach to serving clients’ investment needs. Supported by First Allied Securities, Inc., they have access to a diverse team of experts and a wide range of services, without being tied to any one proprietary product.
While the firm works with clients in all financial stages of life, they largely work with individuals or families who are approaching retirement or are already retired. Along with their efforts to create customized financial solutions, they specialize in building portfolios designed to provide consistent income streams. Based in Staten Island, New York and Red Bank, New Jersey, BG Wealth Advisors works with clients locally in the tri-state area, as well as across the country.
Start your long-term plan with a focus on your desired lifestyle. We focus on keeping up with inflation and providing growth for future income. Our research-driven approach matches your retirement income needs with time-segmented investments. This means that your investments are linked to goals serving their own purpose along a pre-planned timeline
Our years of expertise have taught us many things and knowing how to build a strong professional team to help provide our clients with a holistic solution is something we have done for many years. We work with your team or bring in other trusted professional resources.
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. Contact our team to learn more about getting your risk number.
The focus of a personal financial plan is centered around your goals and objectives. Your hopes and dreams as well as your risk tolerance. fears, and concerns are explored during in-depth interviews as the first steps in preparing your unique financial plan.
As we respond to the rapidly changing situation surrounding the COVID-19 virus (coronavirus), we want to share with you what we are personally doing to minimize the spread of this virus and still be available to you for your financial needs.
Our office is still open for business, but the majority of our team is now or soon will be working remotely. Rest assured we have full remote communication and trading capabilities and expect to be able to service your needs with no interruption.
We will be available by phone. If no one is able to answer, please leave a message and we will get back to you as soon as possible. You can also send an email and we will call you back at our earliest opportunity. As a reminder, we are not permitted to take orders for trades that are left via email or voicemail. Also, please do not mail anything to our office during this time. If you must do business by mail, please contact us and we can give you information on how to proceed.
We know this is a challenging time for everyone, and the situation is changing daily. If you would like to discuss your financial needs or just want to check in, please call or email us at firstname.lastname@example.org. As always, we are here for you.
Thank you for the trust you have placed in us, and we hope you stay safe and healthy.