BBG Financial Planning

Business Services · 1-10 Employees

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Overview

Phone Number

(703) 533-0888

Revenue

<$5 Million

Industry

Business Services Finance Project Management Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About BBG Financial Planning

BBG Financial Planning specializes in tax-centric financial planning services, primarily serving clients of Bay Business Group, LLC. They focus on integrating CPA insights to enhance clients' overall financial well-being while considering tax implications. The firm emphasizes a personalized approach, starting with client consultations, data analysis, and actionable recommendations that are regularly reviewed. Their mission is to empower clients with accurate information to make informed financial decisions.Explore more
Popular SearchesBBG Financial PlanningBBG Financial Planning AllBBG Financial Planning LLCSIC Code 87,874NAICS Code 54,541Show more

BBG Financial Planning Org Chart

PhoneEmail
LT

Crps Financial Advisor & Director, Operations...

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LF

Wealth Management Assistant

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Compare insights from companies similar to BBG Financial Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BBG Financial Planning

<$5M
1-10
Private
-
2006
LT
Lisa Toews-DaughertyCrps Financial Advisor & Director, Operations & Planning, Bbgfp
<$5M
11-50
Private
-
1989
TS
Terry SwansonGeneral Manager
<$5M
1-10
Private
-
-
SU
Shellie UrsoOffice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MF
Matthew FengerAdministrative Assistant Bookkeeper
<$5M
1-10
Private
-
2013
DK
Dixie KendrickFounder & Wealth & Tax Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

BBG Financial Planning is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

BBG Financial Planning is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about BBG Financial Planning.

BBG Financial Planning Tech Stack

A closer look at the technologies used by BBG Financial Planning

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Frequently Asked Questions Regarding BBG Financial Planning

What is BBG Financial Planning's official website?
BBG Financial Planning's official website is www.bbgfp.com
What is BBG Financial Planning's Revenue?
BBG Financial Planning's revenue is <$5 Million
What is BBG Financial Planning's SIC code?
BBG Financial Planning's SIC: 87,874
What is BBG Financial Planning's NAICS code?
BBG Financial Planning's NAICS: 54,541
How many employees does BBG Financial Planning have?
BBG Financial Planning has 1-10 employees
What industry does BBG Financial Planning belong to?
BBG Financial Planning is in the industry of: Business Services, Finance, Project Management
What is BBG Financial Planning competition?
BBG Financial Planning top competitors include: Luke Funk Wealth Management, Urso & Rahmeier Tax and Financial Planning, Dixie's Tax, MRK Financial Solutions
What technology does BBG Financial Planning use?
Some of the popular technologies that BBG Financial Planning uses are: Drupal, Cloudflare CDN, AddToAny, Google Tag Manager
How do I contact BBG Financial Planning?
BBG Financial Planning contact info: Phone number: (703) 533-0888 Website: www.bbgfp.com
What does BBG Financial Planning do?

BBG Financial Planning specializes in tax-centric financial planning services, primarily serving clients of Bay Business Group, LLC. They focus on integrating CPA insights to enhance clients' overall financial well-being while considering tax implications. The firm emphasizes a personalized approach, starting with client consultations, data analysi... s, and actionable recommendations that are regularly reviewed. Their mission is to empower clients with accurate information to make informed financial decisions.Read More

Is BBG Financial Planning a public company?
BBG Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about BBG Financial Planning

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