Ben Davies Financial Planning

Finance · Canada · 11-50 Employees

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Overview

Headquarters

1819 Beaufort Ave 201, Comox, British Co...

Phone Number

(250) 339-5776

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Ben Davies Financial Planning

BD Financial Planning specializes in providing independent and unbiased financial planning services to help clients achieve their retirement goals. Established in 2003, the firm prides itself on consistent service and a digital-first approach, ensuring that 99% of their operations are conducted online. Their nimble structure allows them to quickly adapt to the changing needs of their clients. The team is dedicated to simplifying the financial planning process, making it accessible and less overwhelming for individuals seeking guidance.Explore more
Ben Davies Financial Planning's Social MediaPopular SearchesBen Davies Financial PlanningBen Davies FinancialBerger Davies Financial PlanningDavies Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Ben Davies Financial Planning Org Chart

PhoneEmail
ML
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ben Davies Financial Plan...

<$5M
11-50
Private
-
-
ML
Michelyne LagotteOffice Manager
<$5M
1-10
Private
-
-
RB
Roselle BarrettoAdministrative Assistant
<$5M
11-50
Private
-
2005
CR
Claudia RealeClient Relationship Manager
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
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-
N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Ben Davies Financial Planning Tech Stack

A closer look at the technologies used by Ben Davies Financial Planning

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Frequently Asked Questions Regarding Ben Davies Financial Planning

What is Ben Davies Financial Planning's official website?
Ben Davies Financial Planning's official website is www.bdfp.ca
What is Ben Davies Financial Planning's Revenue?
Ben Davies Financial Planning's revenue is <$5 Million
What is Ben Davies Financial Planning's SIC code?
Ben Davies Financial Planning's SIC: 62,628
What is Ben Davies Financial Planning's NAICS code?
Ben Davies Financial Planning's NAICS: 52,523
How many employees does Ben Davies Financial Planning have?
Ben Davies Financial Planning has 11-50 employees
What industry does Ben Davies Financial Planning belong to?
Ben Davies Financial Planning is in the industry of: Finance, Securities Trading
What is Ben Davies Financial Planning competition?
Ben Davies Financial Planning top competitors include: Ben Reale & Associates, Financial Advice for All, Maaskant Financial, Investment Planning Counsel
What technology does Ben Davies Financial Planning use?
Some of the popular technologies that Ben Davies Financial Planning uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
How do I contact Ben Davies Financial Planning?
Ben Davies Financial Planning contact info: Phone number: (250) 339-5776 Website: www.bdfp.ca
What does Ben Davies Financial Planning do?

BD Financial Planning specializes in providing independent and unbiased financial planning services to help clients achieve their retirement goals. Established in 2003, the firm prides itself on consistent service and a digital-first approach, ensuring that 99% of their operations are conducted online. Their nimble structure allows them to quickly... adapt to the changing needs of their clients. The team is dedicated to simplifying the financial planning process, making it accessible and less overwhelming for individuals seeking guidance.Read More

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

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