BD Planning Partners

Finance · Tennessee, United States · 1-10 Employees

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Overview

Headquarters

7213 Noah Reid Rd Ste 106, Chattanooga, ...

Phone Number

(423) 266-7400

Revenue

<$5 Million

Industry

Finance Securities Trading

About BD Planning Partners

BD Planning Partners is a financial advisory firm based in Chattanooga that specializes in personalized wealth management and retirement planning. They offer a comprehensive range of services including financial guidance, insurance strategies, wealth building, and legacy planning. The firm aims to help clients make informed financial decisions to build a lasting legacy for themselves and their families. Their experienced team is dedicated to creating tailored financial plans that optimize all aspects of clients' financial lives.Explore more
BD Planning Partners's Social MediaSIC Code 62,628NAICS Code 52,523Show more

BD Planning Partners Org Chart

PhoneEmail
WF
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Manager, Operations & Investment Associate

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AO
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Financial Planning & Client Relations Coordin...

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TD
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Partner

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CD
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Financial Planner

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Compare Similar Companies to BD Planning Partners

Compare insights from companies similar to BD Planning Partners, 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

BD Planning Partners

<$5M
1-10
Private
-
-
WF
William FrenchManager, Operations & Investment Associate
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
-
2014
MS
Maylot SterlinaChief Marketing Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
-
TM
Teuta MorinaDirector and the Senior Wealth Advisor
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BD Planning Partners Tech Stack

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Frequently Asked Questions Regarding BD Planning Partners

What is BD Planning Partners's official website?
BD Planning Partners's official website is www.bdplanningpartners.com
What is BD Planning Partners's Revenue?
BD Planning Partners's revenue is <$5 Million
What is BD Planning Partners's SIC code?
BD Planning Partners's SIC: 62,628
What is BD Planning Partners's NAICS code?
BD Planning Partners's NAICS: 52,523
How many employees does BD Planning Partners have?
BD Planning Partners has 1-10 employees
What industry does BD Planning Partners belong to?
BD Planning Partners is in the industry of: Finance, Securities Trading
What is BD Planning Partners competition?
BD Planning Partners top competitors include: Anchor Wealth Strategies, Sterling Total Wealth Solutions, Broyles Wealth Management, Thoroughbred Advisors
What technology does BD Planning Partners use?
Some of the popular technologies that BD Planning Partners uses are: WordPress.org, PHP, Cloudflare Website Optimization, Proofpoint
How do I contact BD Planning Partners?
BD Planning Partners contact info: Phone number: (423) 266-7400 Website: www.bdplanningpartners.com
What does BD Planning Partners do?

BD Planning Partners is a financial advisory firm based in Chattanooga that specializes in personalized wealth management and retirement planning. They offer a comprehensive range of services including financial guidance, insurance strategies, wealth building, and legacy planning. The firm aims to help clients make informed financial decisions to b... uild a lasting legacy for themselves and their families. Their experienced team is dedicated to creating tailored financial plans that optimize all aspects of clients' financial lives.Read More

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

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