BD Financial Concepts

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

218 Sanford Ave, Sanford, Florida, 32771...

Phone Number

(407) 833-9733

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About BD Financial Concepts

BD Financial Concepts is a financial advisory firm located in Sanford, FL, dedicated to providing personalized guidance for retirement planning, asset preservation, and legacy solutions. The firm focuses on helping clients, particularly women, to prioritize their financial needs and confidently plan for the future. Their services include IRA legacy planning, tax-efficient strategies, wealth management, and retirement income strategies, tailored to meet individual financial goals. As an independent practice, they offer a wide array of products and services to ensure clients can achieve their ideal retirement.Explore more
BD Financial Concepts's Social MediaPopular SearchesBD Financial ConceptsBd Financial Concepts IncBD Financial Concepts - IncAffordable Financial Concepts IncBD Financial Concepts - HomeSIC Code 62,628NAICS Code 52,523Show more

BD Financial Concepts Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BD Financial Concepts

<$5M
1-10
Private
-
2002
Bd
Beah del CidCEO, Bd Financial Concepts, Inc
<$5M
1-10
Private
-
2005
KK
Kahau KaiFinancial Advisor
<$5M
1-10
Private
-
2015
CZ
Cortney ZagerOffice Manager
<$5M
1-10
Private
-
1990
<$5M
1-10
Private
<$5M
2013
DN
Danielle NodayDirector, Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
Illustration of an envelope

BD Financial Concepts Tech Stack

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Frequently Asked Questions Regarding BD Financial Concepts

What is BD Financial Concepts's official website?
BD Financial Concepts's official website is www.bdfinancialconcepts.com
What is BD Financial Concepts's Revenue?
BD Financial Concepts's revenue is <$5 Million
What is BD Financial Concepts's SIC code?
BD Financial Concepts's SIC: 62,628
What is BD Financial Concepts's NAICS code?
BD Financial Concepts's NAICS: 52,523
How many employees does BD Financial Concepts have?
BD Financial Concepts has 1-10 employees
What industry does BD Financial Concepts belong to?
BD Financial Concepts is in the industry of: Finance, Securities Trading
What is BD Financial Concepts competition?
BD Financial Concepts top competitors include: Statler Financial Services, Young Wealth Management, Eissman Wealth Management, Silversword Asset Management
What technology does BD Financial Concepts use?
Some of the popular technologies that BD Financial Concepts uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Font API
How do I contact BD Financial Concepts?
BD Financial Concepts contact info: Phone number: (407) 833-9733 Website: www.bdfinancialconcepts.com
What does BD Financial Concepts do?

BD Financial Concepts is a financial advisory firm located in Sanford, FL, dedicated to providing personalized guidance for retirement planning, asset preservation, and legacy solutions. The firm focuses on helping clients, particularly women, to prioritize their financial needs and confidently plan for the future. Their services include IRA legacy... planning, tax-efficient strategies, wealth management, and retirement income strategies, tailored to meet individual financial goals. As an independent practice, they offer a wide array of products and services to ensure clients can achieve their ideal retirement.Read More

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

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