Balkcom Associates

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

1747 Percheron Dr, Trinity, Florida, 346...

Phone Number

(727) 207-0325

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Balkcom Associates

BAI Financial specializes in providing comprehensive financial guidance tailored to individual and family needs, helping clients understand their financial goals and develop customized plans. With over 40 years of experience, they offer a fiduciary process that includes a thorough review of clients' financial situations and long-term retirement strategies. Their services are designed for a wide range of clients, from those just starting out to those nearing retirement, ensuring personalized advice and strategies. BAI Financial operates on a transparent fee structure, emphasizing the importance of working for the client's benefit rather than for commissions from affiliated products.Explore more
Balkcom Associates's Social MediaPopular SearchesBalkcom Associates IncBAI FinancialSIC Code 62,628NAICS Code 52,523Show more

Balkcom Associates Org Chart

PhoneEmail
JB
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Vice President, Marketing

PhoneEmail

PhoneEmail
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Compare Similar Companies to Balkcom Associates

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Balkcom Associates

<$5M
1-10
Private
-
1993
JB
Judith BalkcomVice President, Marketing
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
-
RF
Robert FarmerPresident & Chief Investment Officer
<$5M
1-10
Private
-
2010
GS
Gabriel SmithBranch Manager
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Balkcom Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Balkcom Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Balkcom Associates.

Balkcom Associates Tech Stack

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Frequently Asked Questions Regarding Balkcom Associates

What is Balkcom Associates's official website?
Balkcom Associates's official website is www.baiplan.com
What is Balkcom Associates's Revenue?
Balkcom Associates's revenue is <$5 Million
What is Balkcom Associates's SIC code?
Balkcom Associates's SIC: 62,628
What is Balkcom Associates's NAICS code?
Balkcom Associates's NAICS: 52,523
How many employees does Balkcom Associates have?
Balkcom Associates has 1-10 employees
What industry does Balkcom Associates belong to?
Balkcom Associates is in the industry of: Finance, Securities Trading
What is Balkcom Associates competition?
Balkcom Associates top competitors include: Yeomans Consulting Group, Eagle Retirement & Financial Advisors, RL Farmer Wealth Strategies, Financial Eagle
What technology does Balkcom Associates use?
Some of the popular technologies that Balkcom Associates uses are: Proofpoint
How do I contact Balkcom Associates?
Balkcom Associates contact info: Phone number: (727) 207-0325 Website: www.baiplan.com
What does Balkcom Associates do?

BAI Financial specializes in providing comprehensive financial guidance tailored to individual and family needs, helping clients understand their financial goals and develop customized plans. With over 40 years of experience, they offer a fiduciary process that includes a thorough review of clients' financial situations and long-term retirement str... ategies. Their services are designed for a wide range of clients, from those just starting out to those nearing retirement, ensuring personalized advice and strategies. BAI Financial operates on a transparent fee structure, emphasizing the importance of working for the client's benefit rather than for commissions from affiliated products.Read More

What are Balkcom Associates social media links?
Balkcom Associates Linkedin page Balkcom Associates Facebook page
Is Balkcom Associates a public company?
Balkcom Associates is private company therefore does not currently have an official ticker symbol
See more information about Balkcom Associates

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