Beard Pension Services
Likely to Engage tag.Highly Engaged Employees

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

3701 Boardman Canfield Rd Ste 1, Canfiel...

Phone Number

(330) 758-0575

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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2
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1

About Beard Pension Services

BPS Wealth Management Group specializes in tailored financial planning and wealth management services for individuals, families, and small to mid-sized businesses. Since 1984, they have focused on providing comprehensive retirement plan administration and personalized wealth management strategies that align with clients' long-term goals. Their mission emphasizes integrity, trust, and transparency, ensuring clients receive customized solutions for their financial needs. BPS is dedicated to helping clients grow, preserve, and transfer wealth while streamlining administrative processes for business retirement plans.Explore more
Beard Pension Services's Social MediaPopular SearchesBeard Pension Services IncSIC Code 62,628NAICS Code 52,523Show more

Beard Pension Services Org Chart

PhoneEmail
RW
United States flag for contact location.

401 Plan Administrator (K)

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JH
United States flag for contact location.

Pension Administrator

PhoneEmail
MH
United States flag for contact location.

Wealth Advisor

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
EC
United States flag for contact location.

Wealth Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Beard Pension Services

<$5M
11-50
Private
<$5M
1984
RW
Rachel White401 Plan Administrator (K)
<$5M
1-10
Private
-
2013
WF
Wendy FriederManager, Operations
<$5M
11-50
Private
-
1984
TJ
Thomas JohnsonAdministrative Assistant
<$5M
1-10
Private
-
2013
BC
Bryce CareyPartner, CERTIFIED FINANCIAL PLANNER Practitioner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Beard Pension Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Beard Pension Services financials insights

Gather financial insights about Beard Pension Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Beard Pension Services's Financials Insights

Beard Pension Services Tech Stack

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Frequently Asked Questions Regarding Beard Pension Services

What is Beard Pension Services's official website?
Beard Pension Services's official website is www.beardpension.com
What is Beard Pension Services's Revenue?
Beard Pension Services's revenue is <$5 Million
What is Beard Pension Services's SIC code?
Beard Pension Services's SIC: 62,628
What is Beard Pension Services's NAICS code?
Beard Pension Services's NAICS: 52,523
How many employees does Beard Pension Services have?
Beard Pension Services has 11-50 employees
What industry does Beard Pension Services belong to?
Beard Pension Services is in the industry of: Finance, Securities Trading
What is Beard Pension Services competition?
Beard Pension Services top competitors include: Mcclure Wealth, FRS Capital Management, NorthLanding Financial Partners, Allegiance Financial Services
What technology does Beard Pension Services use?
Some of the popular technologies that Beard Pension Services uses are: WordPress.org, PHP, HubSpot, Google Font API
How do I contact Beard Pension Services?
Beard Pension Services contact info: Phone number: (330) 758-0575 Website: www.beardpension.com
What does Beard Pension Services do?

BPS Wealth Management Group specializes in tailored financial planning and wealth management services for individuals, families, and small to mid-sized businesses. Since 1984, they have focused on providing comprehensive retirement plan administration and personalized wealth management strategies that align with clients' long-term goals. Their miss... ion emphasizes integrity, trust, and transparency, ensuring clients receive customized solutions for their financial needs. BPS is dedicated to helping clients grow, preserve, and transfer wealth while streamlining administrative processes for business retirement plans.Read More

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

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