Since 1990, we at the B & D Group have provided our clients with careful, individualized investment and financial planning, utilizing our 27 years of experience in these fields.

We are independent, and what that means is that we are free to recommend the best products, without the obligation of selling any particular company’s products or policies. Our goal is to provide you with unbiased, truly valuable information to achieve your goals, from college education funding to retirement planning.

Through continuing training and research, we are able to custom-tailor investment strategies that best suit individuals or small businesses.

  • We strongly believe that diversification is the best strategy to maximize return and minimize risk.
  • We do not try to “time the market”.
  • We do not believe in “hot tips”.
  • We use a team approach to our investment planning so that we can provide our clients with the best service possible.


Dinner with Melda Mergen
Managing Director, Head of Equities
Columbia Threadneedle

Thursday, October 5, 2017
6-9 pm
Lake Mohawk Golf Club
471 West Shore Trail
Sparta, NJ 07871

RSVP to Marilyn by September 28
973-729-0125 x201 or


  • That we can only be as successful if our clients are
  • Securities offered through
    Cadaret, Grant and Company, Inc.
    Member FINRA, SIPC.
    Cadaret, Grant & Company and the B & D Group are separate entities.
    Information on this Website is only intended
    for residents of places where we are registered
    and is not intended as a solicitation.
    Licensed in the states of:
    AK, CA, CT, FL, GA, ID, NC, NJ, NY, PA, VA