Meet with the consultants at BCT Investments and let us help you create a financial program. Whether you are saving for retirement, a new home or tuition payments, we can help. Start saving now, and make your dreams come true.
BCT Investments (through LPL Financial Services) can offer any type of investment purchase available through normal brokerage service, but with a more personal, hands on relationship. Products include:
- Mutual Funds
- US Treasury Bills or Notes
- Municipal Bonds
- Corporate Bonds and Notes
- Agency Bonds and Notes
- Brokered CDís
- Real Estate Investment Trusts (REITís)
For individuals or employers
- Traditional IRAs
- Roth IRAs
- SEP IRAs
- SIMPLE IRAs
- 401(k) Plans
Some college savings plans offer tax-deferred or tax-free growth of savings if monies are used for educational purposes.
- Smart 529 College Savings Plans
- UGMA/UTMA accounts (accounts for minors set up through the Uniform Gift/Uniform Transfer to Minors Act)
BCT Investments works with business owners to help ensure all the bases of their financial planning needs are covered.
- Tax efficient investments
- Retirement Programs
- Disability insurance
- Key man insurance
- Buy-Sell Agreements
- Business Succession Planning
BCT Investments works with individuals, families and businesses to cover their insurance needs.
- Term life insurance
- Permanent life insurance
- Key man insurance
BCT Investments provides access to a full range of professional investment management services. Through our relationship with LPL Financial, we offer full-service brokerage, retirement plans, annuities and life insurance.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. BCT and BCT Investments are not registered broker/dealers and are not affiliated with LPL Financial.
Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, MD, NC, PA, VA and WV.
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not a Bank Deposit||Not Insured by Any Federal Government Agency|
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