Bala Financial Group
Finance · New Jersey, United States · 11-50 Employees
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Overview
Headquarters
1040 Kings Hwy N Ste 601, Cherry Hill, N...Phone Number
(856) 273-0800Website
www.balafinancial.comRevenue
$5.5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
2
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About Bala Financial Group
Bala Financial Group is an independent financial services firm that has been providing tailored personal solutions for over 30 years. They specialize in retirement planning, insurance protection, and wealth management, aiming to help professionals, growing families, and retirees achieve their financial milestones. The firm emphasizes a team approach to offer reliable care and guidance, ensuring clients feel confident about their financial future. Their comprehensive investment planning and dynamic financial strategies are designed to meet the unique challenges faced by their clients.Explore more
Bala Financial Group Org Chart
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Activity Insights
Bala Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Bala Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bala Financial Group.
Bala Financial Group Tech Stack
A closer look at the technologies used by Bala Financial Group
Most Recent Scoops
Facilities Relocation / Expansion
Bala Financial Group is planning to move offices in October 2026. The move will impact approximately 23 employees at the existing office located at 111 Lancaster Ave, Devon, PA.
Facilities Relocation/Expansion
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to data storage and management.
Data Center, Storage, Database, Infrastructure, Data Management, Financial Planning, Data Warehousing, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to financial processes automation.
Automation, Financial Planning, Financial Systems, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to customer relationship management (CRM).
CRM, Financial Planning, Finance, Financial Strategy
Project
Financial Planning, Business Finance, Finance, Financial Operations, Financial Strategy
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Frequently Asked Questions Regarding Bala Financial Group
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Bala Financial Group is an independent financial services firm that has been providing tailored personal solutions for over 30 years. They specialize in retirement planning, insurance protection, and wealth management, aiming to help professionals, growing families, and retirees achieve their financial milestones. The firm emphasizes a team approac... Read More
