Benchmark Financial

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

2351 Boca Raton Blvd Ste 100, Boca Raton...

Revenue

<$5 Million

Industry

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

About Benchmark Financial

Benchmark Financial Wealth Advisors is an independent advisory firm providing wealth guidance, investment management, financial planning and qualified retirement plan services. We counsel individuals, families and business owners on an ongoing basis by serving as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients financial lives. Investment Advisory Services offered through Benchmark Financial Wealth Advisors LLC, an SEC Registered Investment Advisor. Fixed insurance products offered through Benchmark Financial Insurance Advisors LLC. Benchmark Financial Wealth Advisors LLC and Benchmark Financial Insurance Advisors LLC are separate entities. Additional information about Benchmark Financial and our advisors is also available online at www.adviserinfo.sec.gov. Any opinions expressed on this website or any social media forum are the opinion or view of the author and these opinions are subject to change at any time withoutRead more
Benchmark Financial's Social MediaPopular SearchesBenchmark FinancialBenchmark Financial Insurance Advisors LLCBenchmark Financial Wealth AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Benchmark Financial Org Chart

PhoneEmail
WS
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Director, Investments

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RK
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Managing Partner

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AM
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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Benchmark Financial

<$5M
11-50
Private
-
1999
WS
Willard SchochDirector, Investments
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
1-10
Private
-
2019
JC
James CostelloWealth Advisor
<$5M
1-10
Private
-
2021
DO
Derek OlsonVice President. Managing Partner, Financial Advisor
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
2012
PR
Paul RagonePresident & Manager, Wealth
<$5M
1-10
Private
-
2009
JR
Julie RavensbergInsurance and Annuity Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Benchmark Financial Tech Stack

A closer look at the technologies used by Benchmark Financial

Top Finance Companies

Frequently Asked Questions Regarding Benchmark Financial

What is Benchmark Financial's official website?
Benchmark Financial's official website is www.bfllc.com
What is Benchmark Financial's Revenue?
Benchmark Financial's revenue is <$5 Million
What is Benchmark Financial's SIC code?
Benchmark Financial's SIC: 62,628
What is Benchmark Financial's NAICS code?
Benchmark Financial's NAICS: 52,523
How many employees does Benchmark Financial have?
Benchmark Financial has 11-50 employees
What industry does Benchmark Financial belong to?
Benchmark Financial is in the industry of: Finance, Insurance, Securities Trading
What is Benchmark Financial competition?
Benchmark Financial top competitors include: Integrity Wealth Services, 76 Wealth Advisory, RZA Wealth Management, Monument Retirement & Wealth Advisory
What technology does Benchmark Financial use?
Some of the popular technologies that Benchmark Financial uses are: Cloudflare CDN, Google Font API, Node.js, Microsoft 365
What does Benchmark Financial do?

Benchmark Financial Wealth Advisors is an independent advisory firm providing wealth guidance, investment management, financial planning and qualified retirement plan services. We counsel individuals, families and business owners on an ongoing basis by serving as an advocate for our clients, providing objective advice and comprehensive guidance acr... oss all aspects of our clients financial lives. Investment Advisory Services offered through Benchmark Financial Wealth Advisors LLC, an SEC Registered Investment Advisor. Fixed insurance products offered through Benchmark Financial Insurance Advisors LLC. Benchmark Financial Wealth Advisors LLC and Benchmark Financial Insurance Advisors LLC are separate entities. Additional information about Benchmark Financial and our advisors is also available online at www.adviserinfo.sec.gov. Any opinions expressed on this website or any social media forum are the opinion or view of the author and these opinions are subject to change at any time without notice. The content is developed from sources believed to be providing accurate information. Any comments or postings are provided for informational purposes only and does not represent an offer of or a solicitation for advisory services or a recommendation. Readers should conduct their own review and exercise judgment prior to investing and should carefully consider their own investment objectives and not rely on any post, chart, graph or marketing piece to make a decision. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. Benchmark Financial is not a broker dealer and does not offer tax or legal advice. Please consult your tax or legal advisor for assistance regarding your individual situation.Read More

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

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