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BCG Wealth Advisors

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bcg wealth advisors is a fee-based registered investment advisor firm, founded in 2011 and affiliated with bcg & company, a familiar regional presence since 1986. we help individuals, closely held businesses, trusts, partnerships, not-for-profit organizations and retirement plans across northeast ohio and beyond manage their wealth of possibilities. we offer an advisor relationship built on personal trust and firm integrity, and grounded in a disciplined, academically based investment experience tailored to address our clients’ distinct willingness, ability and need to take on market risk and its expected rewards. we’ll connect your business with your life. your personal achievements deserve as much oversight as your business interests. at bcg wealth, we’ll replace wall street’s countless conflicts of interest and inefficiencies with objective advice, informed oversight and coordinated care. with our business legacy advisors service, we’ll also help you run your retirement like you run

Headquarters:
1735 Merriman Road, Akron, Ohio, United States, 44313
Industry:
Investment Management
Founded:
2011
Employees:
2
Annual Revenue:
-

Type: Private
Ticker: -
United States 1India 1
Estate PlanningAdvanced Planning401kRetirement PlanningWealth ManagementInvestment ManagementIncome Tax Planning
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about BCG Wealth Advisors

Let us help answer the most common questions you might have.

Where is BCG Wealth Advisors located?

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BCG Wealth Advisors' headquarters is located at 1735 Merriman Road, Akron, Ohio, United States, 44313

What is BCG Wealth Advisors' official website?

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BCG Wealth Advisors' official website is bcgwealthadvisors.com

What is BCG Wealth Advisors' SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is BCG Wealth Advisors' NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does BCG Wealth Advisors have?

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BCG Wealth Advisors has 2 employees

What industry does BCG Wealth Advisors belong to?

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BCG Wealth Advisors is in the industry of: Investment Management

What are BCG Wealth Advisors' social media links?

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BCG Wealth Advisors Linkedin page

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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Paul Marai

VP Digital Marketing

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