BCJ Financial | BCJ Offering
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BCJ Offering

FREEDOM & INDEPENDENCE

AND IT’S ALL YOURS

BCJ was built on the idea that our advisors should be independent. We have no quotas, no sales goals, no limits, and no ownership of your clients. Our business model provides a wide range of resources to run your business efficiently, creating an engaging and pleasant experience for both you and your clients.

OUR OFFERING

Financial Planning & Investment Services

The BCJ Investment Platform is built to support the individual advisor’s ability to customize solutions for the client’s goals while relieving advisors of the responsibilities of model creation, management and trading.

 

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Service Center

While you are developing client relationships and growing your business, our service center will be working behind the scenes, helping you to create a streamlined and efficient business without the administrative burdens.

 

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Cutting Edge Technology

Our technology offering provides a breadth of support for you and your staff. Between our one-of-a-kind investment proposal system, to our comprehensive client support center, we are constantly building our technology offering to keep you and your team ahead of the game.

 

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Marketing Support

In order to fill the need for marketing support, BCJ has developed their in-house marketing services to include everything from digital and print solutions, to marketing
education, event support and more.

 

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OUR MISSION

 

We endeavor to provide clients with the knowledge and support necessary to have complete confidence in their financial journey. To accomplish this mission, we strive to build relationships through a culture of integrity, independence and trust. These values not only allow us to focus on each client’s unique situation, but they allow us the freedom to offer solutions that are transparent, custom, and boundless – empowering our clients to make confident choices for their future.

Start your journey with BCJ.