Wealth Management 

Service - Wealth Management

You've taken great care to implement strategies that yielded great success for your business and employees. Or perhaps years of personal focus on building family resources have broadened your options. In either case, the next challenge is to expand those resources and fulfill your financial vision.

Through BG Investment Advisory Services, Inc. (BGIAS), our qualified Certified Financial Planners are uniquely qualified to provide independent and objective advice.

Specific Services Include:

  • Personal Financial Planning
  • Investment Management
  • Education Planning
  • Retirement Planning
  • Estate Planning
  • Risk Management & Insurance
  • Qualified Plan Investments

Advisory services are offered through Modern Portfolio Management Inc, a Federally Registered Investment Advisor. 

BGIAS, Inc. is a wholly-owned subsidiary of Beene Garter LLP.

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Karl Leskovar