B&B Strategic Partners

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

125 Fox Hollow Rd Ste 104, Pinehurst, No...

Phone Number

(910) 751-0848

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About B&B Strategic Partners

B&B Strategic Management specializes in simplifying complex financial matters for clients, particularly federal employees nearing retirement, women in transition, and individuals seeking financial guidance. Their personalized services focus on investment strategies, retirement planning, estate management, insurance, and tax advice. Utilizing their proprietary SYS Process, they create tailored financial strategies that align with clients' goals and values. The firm aims to demystify financial planning and provide actionable recommendations to help clients navigate life transitions.Explore more
B&B Strategic Partners's Social MediaPopular SearchesB&B Strategic PartnersB & b Strategic Sourcing LLCB&B Strategic Management LLCbbstrategic.comB Strategic Partners LLCSIC Code 62,628NAICS Code 52,523Show more

B&B Strategic Partners Org Chart

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DT
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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

B&B Strategic Partners

<$5M
11-50
Private
-
2005
DT
Danielle TylerChief Compliance Officer
$5.3M
11-50
Private
-
-
CT
Corinne TeczaClient Service Manager
<$5M
1-10
Private
-
2005
RM
Rachel McclureCustomer Service Representative
<$5M
1-10
Private
-
-
MS
Mitchell SchaferLicensed Administrator
<$5M
1-10
Private
-
-
DX
David XiFounder & Managing Director
<$5M
1-10
Private
-
2014
RH
Richard HarperManaging Member
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

B&B Strategic Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

B&B Strategic Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about B&B Strategic Partners.

B&B Strategic Partners Tech Stack

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Frequently Asked Questions Regarding B&B Strategic Partners

What is B&B Strategic Partners's official website?
B&B Strategic Partners's official website is www.bbstrategic.com
What is B&B Strategic Partners's Revenue?
B&B Strategic Partners's revenue is <$5 Million
What is B&B Strategic Partners's SIC code?
B&B Strategic Partners's SIC: 62,628
What is B&B Strategic Partners's NAICS code?
B&B Strategic Partners's NAICS: 52,523
How many employees does B&B Strategic Partners have?
B&B Strategic Partners has 11-50 employees
What industry does B&B Strategic Partners belong to?
B&B Strategic Partners is in the industry of: Finance, Securities Trading
What is B&B Strategic Partners competition?
B&B Strategic Partners top competitors include: Thomas Goodwin Agency, FS Group, Hill Country Group, Bethel Wealth Guardians
What technology does B&B Strategic Partners use?
Some of the popular technologies that B&B Strategic Partners uses are: Cloudflare Website Optimization, Wistia, Microsoft 365, Google Tag Manager
How do I contact B&B Strategic Partners?
B&B Strategic Partners contact info: Phone number: (910) 751-0848 Website: www.bbstrategic.com
What does B&B Strategic Partners do?

B&B Strategic Management specializes in simplifying complex financial matters for clients, particularly federal employees nearing retirement, women in transition, and individuals seeking financial guidance. Their personalized services focus on investment strategies, retirement planning, estate management, insurance, and tax advice. Utilizing their... proprietary SYS Process, they create tailored financial strategies that align with clients' goals and values. The firm aims to demystify financial planning and provide actionable recommendations to help clients navigate life transitions.Read More

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

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