Benchmark Financial
Likely to Engage tag.Highly Engaged Employees

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 Lending & Brokerage

About Benchmark Financial

Benchmark Financial provides integrated financial advisory services aimed at simplifying clients' financial lives and aligning their financial objectives with their values. The firm offers investment advisory services through its registered investment advisor, Benchmark Financial Wealth Advisors LLC, and fixed insurance products through Benchmark Financial Insurance LLC. Their target clients include individuals seeking wealth guidance and financial organization. Benchmark Financial emphasizes the importance of conducting personal reviews and exercising judgment prior to making investment decisions.Explore more
Benchmark Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Benchmark Financial Org Chart

PhoneEmail
WS
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Director, Investments

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AS
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Director, Operations

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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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Compare Similar Companies to Benchmark Financial

Compare insights from companies similar to Benchmark Financial, 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

Benchmark Financial

<$5M
11-50
Private
-
1999
WS
Willard SchochDirector, Investments
<$5M
1-10
Private
-
2019
LH
Louis HeryFounder & 76 Wealth Advisory Wealth 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
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Benchmark Financial Tech Stack

A closer look at the technologies used by Benchmark Financial

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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, Wealth Advisory Services
What technology does Benchmark Financial use?
Some of the popular technologies that Benchmark Financial uses are: Cloudflare CDN, Google Font API, Microsoft 365, Google Tag Manager
What does Benchmark Financial do?

Benchmark Financial provides integrated financial advisory services aimed at simplifying clients' financial lives and aligning their financial objectives with their values. The firm offers investment advisory services through its registered investment advisor, Benchmark Financial Wealth Advisors LLC, and fixed insurance products through Benchmark F... inancial Insurance LLC. Their target clients include individuals seeking wealth guidance and financial organization. Benchmark Financial emphasizes the importance of conducting personal reviews and exercising judgment prior to making investment decisions.Read More

What are Benchmark Financial social media links?
Benchmark Financial Linkedin 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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