Alera Group acquired DFG 401(k) Advisors in Phoenix, Arizona.
The firm joins Alera Group under the name BCG 401(k) Advisors through Benefit Commerce Group (BCG), an Alera Group company headquartered in Scottsdale, Arizona. The BCG 401(k) Advisors team will continue serving clients in their existing roles.
BCG 401(k) is an independent qualified retirement plan services company that works with employers. The firm’s services include those in fiduciary guidance, plan performance and employee financial wellness.
Alera Group is an independent national insurance and wealth services firm.
Topics Mergers & Acquisitions Arizona
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