BE Financial

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

15 Chesterfield Rd Ste 201, East Lyme, C...

Phone Number

(203) 682-2312

Revenue

$5.8 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About BE Financial

BE Financial LLC specializes in Exit and Succession Planning, helping growth-minded entrepreneurs and founders align their business success with personal wealth goals through their proprietary Fusion Planning process. They provide tools and ongoing guidance to ensure that business and personal finances work together effectively, allowing clients to exit with clarity and confidence. Founded by Brent Eugenides, a financial consultant and business owner, the company aims to fill the gap between exit strategy and personal financial clarity. Their services are designed for business owners looking to maximize value, plan for succession, and ensure their financial future is secure.Explore more
BE Financial's Social MediaPopular SearchesBE Financial LLCSIC Code 62,628NAICS Code 52,523Show more

BE Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BE Financial

$5.8M
11-50
Private
-
1999
<$5M
11-50
Private
-
2007
SG
Salvatore GuttadauroPresident & Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2019
AS
Adisa SelimovicTax Specialist
<$5M
1-10
Private
-
-
CF
Carletta ForneyDirector, Client Financial Education
<$5M
1-10
Private
-
1979
<$5M
11-50
Private
-
2005
AJ
Aaron JohnsonClient Relationship Manager
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Company Profile Activity

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Among all Finance companies

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Activity Insights

BE Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

BE Financial Tech Stack

A closer look at the technologies used by BE Financial

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Frequently Asked Questions Regarding BE Financial

What is BE Financial's official website?
BE Financial's official website is www.befinancialllc.com
What is BE Financial's Revenue?
BE Financial's revenue is $5.8 Million
What is BE Financial's SIC code?
BE Financial's SIC: 62,628
What is BE Financial's NAICS code?
BE Financial's NAICS: 52,523
How many employees does BE Financial have?
BE Financial has 11-50 employees
What industry does BE Financial belong to?
BE Financial is in the industry of: Finance, Securities Trading
What is BE Financial competition?
BE Financial top competitors include: Marcelo Cardenal MSFS, Family Office Services, Marcus Warren, Safe Financial Solutions
What technology does BE Financial use?
Some of the popular technologies that BE Financial uses are: Cloudflare Website Optimization, YouTube, Google Tag Manager, FMG Suite
How do I contact BE Financial?
BE Financial contact info: Phone number: (203) 682-2312 Website: www.befinancialllc.com
What does BE Financial do?

BE Financial LLC specializes in Exit and Succession Planning, helping growth-minded entrepreneurs and founders align their business success with personal wealth goals through their proprietary Fusion Planning process. They provide tools and ongoing guidance to ensure that business and personal finances work together effectively, allowing clients to... exit with clarity and confidence. Founded by Brent Eugenides, a financial consultant and business owner, the company aims to fill the gap between exit strategy and personal financial clarity. Their services are designed for business owners looking to maximize value, plan for succession, and ensure their financial future is secure.Read More

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

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