You don't have to choose
between big and boutique
FOR CLIENTS
Build, Protect & Invest With Bluecrest
Our network of financial professionals provide holistic financial solutions for your investment, insurance, and savings needs.
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.
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.
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.
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.