978-283-8200 | 160 Main Street, Gloucester, MA 01930 | 15 Martin Street, Essex, MA 01929 | HOURS

Investment Services


Personalized service -
from a name you can trust.

At BG Financial Services Group, we offer highly-personalized service, information and guidance to help you make smart choices about your future. It's advice you can count on from a name you know and trust.

BG Financial Services Group is a division of BankGloucester. We are supported by the vast resources of the bank which allows us to provide a full range of services. From guiding you through the development of your earliest financial plan to providing advice on education expenses to helping you build a legacy for your family, BG Financial Services Group is ready to work with you to make it happen.

Drawing on years of investment experience, your BG Financial Services Group Consultant takes the time to understand your needs and goals. We have everything you need to build a fully diversified portfolio to help keep your investment strategy on track toward your desired goals.

To learn more about these products and services, or to schedule an appointment, please contact us.


Our Team

Diane Rule
Vice President, Financial Services
BG Financial Services Group

Diane Rule has spent the past 24 years guiding people through all stages of their lives with highly personalized, effective financial planning strategies.The services she offers include life planning, financial planning, tax planning and trust planning*.
Click here to learn more about Diane.

Andrea Donnelly
Financial Coordinator
BG Financial Services Group

Andrea brings with her over 15 years of experience in the financial industry, working for both large mutual fund companies and small hedge funds. As Financial Coordinator, Andrea supports all aspects of communication, scheduling and processing, ensuring the continued quality of service and high standards that our clients have come to expect from us.
Email: andrea@bgfinancialservicesgrp.com
Phone: 978-675-9936

Joan Randazza
Executive Administrator
BG Financial Services Group

With 20 years of experience in both finance and small business administration, Joan is an integral member of the team, processing and administrating all of our products and overseeing compliance.
Email: joan@bgfinancialservicesgrp.com
Phone: 978-675-9941

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BankGloucester, BankGloucester Investment Advisory Services and BG Financial Services Group are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured BankGloucester deposits and are not FDIC insured. These products are not obligations of BankGloucester and are not endorsed, recommended or guaranteed by BankGloucester or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE
NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY