Independence
Guaranteed
Partnering for Advisor Growth and Excellence
Striving to be the best back office in the industry!
Expand your business with personalized support from Bluecrest Financial Alliances. Today's advisors want a back-office partner that will collaborate in the areas of practice management, resources, marketing, and client relationships. It is not about the product—it is about the relationship you have with your client and the strategies you are able to implement.
Here Are Just a Few Resources Available to Our Financial Professionals
Case Design & Consultation
Estate & Business Planning Experts
New Business Underwriting Team
Development & Training Programs
Financial Planning Team
Advanced Planning Strategies & Expertise
Marketing Support
Technology & Practice Management Specialist
A Legacy Shaped By Tradition
Our Guiding Traditions Have Steered Us Through All The Changing Tides
Cultivating
a culture of inclusion and support
Investing
in the success of each associate
Maintaining
a player mindset
Fostering
a concierge mindset
Innovating
and leveraging change
Persevering
into the future with passion
Honoring
commitments
Focusing
on an abundance mindset
Embracing
each person's unique ability
Supporting
leaders serving leaders
Achieving
specific expectations with accountability
Enjoying
the work because fun is fundamental
"At Bluecrest Financial Alliances, we strive to create a partnership that our advisors can leverage to achieve scale for their practice."
Shey Stegall
President, Bluecrest Financial Alliances
