Our Clients

BGA Financial serves a vast array of diverse clients. Each client is unique to us and deserves customized strategies and solutions to meet their specific needs.

Our clients include businesses, institutions, and individuals in several different industries. They are For Profit businesses, Non-Profit organizations, and Individuals that seek our experience in the areas of Employer Sponsored Retirement Plans, Investment Management, and Individual & Business Insurance needs.

For our Employer Sponsored Retirement Plan clients, we consider our role to be that of an important resource to both Employer and Employee. We focus on a process that assists the Employer in evaluating their 401k or 403b plan to help assure the fiduciary responsibilities of the Employer continue to be met. We also focus on a process of Employee education, which is a key to success for any Employer Sponsored Retirement Plan.

For our Employee Benefit Plan clients, we focus on a process that provides an ongoing understanding of plan design options, market analysis, claims management review, funding analysis and superior customer service.

For our Individual & Business Insurance clients, we focus on a process that evaluates financial risks and various creative solutions to assist in addressing those risks.

In today's world, we realize that we must be able to serve a broad range of clients, all with varying needs. Our organization employs experienced professionals who understand this and have the necessary levels of knowledge as well as the commitment to provide superior service to all our clients.