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Your Legacy.
Our Purpose. 

Partnering with you on your financial journey

Advisor Opportunities

    You don't have to choose 
    between big and boutique

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FOR CLIENTS

Build, Protect & Invest With Bluecrest

Our network of financial professionals provide holistic financial solutions for your investment, insurance, and savings needs.

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FOR FINANCIAL PROFESSIONALS

Become a Financial Professional With Bluecrest

We're actively seeking talented, entrepreneurial, and independent individuals who have a desire to help clients reach their financial goals.

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Customized Financial Services

Our Experienced Financial Professionals Are Here To Help Chart Your Path

Whether you're looking to start or expand your financial legacy, we're here to help. Our financial professionals will discuss your unique financial goals and chart a path forward with top-notch strategies.

Financial Planning

Build and diversify your wealth by exploring long-term financial solutions. We'll help you organize your financial junk drawer and be confident on the path ahead.

Wealth Management Services

Bluecrest financial advisors have access to a robust wealth management platform to cater to your unique desires.

Retirement Planning

We can assist and plan the efficiency and effectiveness of your retirement plan to help you maximize your income in retirement.

Insurance Services

Protect your income and wealth through insurance strategies that provide much-needed financial security.

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Nearly 100 Years of 
Financial Success

We Crafted Our Own Legacy—Now We Can Help You Craft Yours

With roots going back to 1933, Bluecrest Financial Alliances offers a wealth of experience to its clients and advisors. Our services and culture are built on a bedrock of guiding traditions and a deep, holistic understanding of the financial landscape—that's what sets us apart.

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1200+

Years of Combined Experience

100+

Financial Professionals in Six States

30

Person Support Team

Help Others Create Their Legacy

Own Your Practice & Advise With 
Bluecrest Financial Alliances

Bluecrest is nothing without talented, experienced, entrepreneurial advisors with exceptional values. We pride ourselves on seeking out advisors who care about their clients on a holistic level—once we've welcomed an advisor to the team, we partner with them to achieve the vision for their practice.

We offer a helping hand, but our advisors retain full ownership of their practice. That way, they can offer clients the best possible services and help them build the best possible future.

At Bluecrest Financial Alliances, our firm is dedicated to partnering with financial services professionals as they deliver sound financial solutions to their clients.

Jason Bach

"At Bluecrest Financial Alliances, we strive to create a partnership that our advisors can leverage to create scale for their practice."

-Shey Stegall

Bluecrest has offered me more support and development opportunities than I've ever experienced in my professional career, period. I am consistently shocked by the amount of time, effort, and care that is put into supporting my practice and advisors like me year round.

Key Bennett, Financial Advisor

The open architecture platform offered by Bluecrest allows me to focus on designing strategies for my clients, not pushing product. While the resources available to my team allow us to take on situations of nearly any size or scope.

Dan Drabinski, Financial Advisor

Bluecrest Financial Alliances is an unparalleled organization in the industry. They provide my practice with the strength and resources to compete in all areas of the financial services industry. Their support is truly invaluable, making them an exceptional partner for my practice.

Andres Ledesma, Financial Advisor

My advice would be to take the bet on Bluecrest, because this organization is, in my opinion, really structured for success. All you have to do is follow the guidance and direction that you're given and you can be successful. They have built a great platform and a framework for support, so if somebody comes in and they're willing to listen, learn and take recommendations, they truly can be successful.

Angie King, Financial Advisor

I have been in the business for over 25 years, and I joined Bluecrest in January 2013. The products that are offered compliment my practice but the support the firm provides, truly makes the difference that helps me achieve my clients' goals.

Adrienne Upchurch, Financial Advisor

The time is now to be a well balanced, world-class financial advisor

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory office: 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254 (972) 348-6300.

Financial Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. CRN202709-6985365

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