Benefit Advisory Group

Finance · Alabama, United States · 1-10 Employees

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Overview

Headquarters

4717 University Dr NW Ste 114, Huntsvill...

Phone Number

(256) 837-5552

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Benefit Advisory Group

Benefit Advisory Group is a full-service investment firm located in Huntsville, Alabama, specializing in conservative financial and investment advice. The firm offers a range of services including federal financial planning, retirement savings, estate planning, and money management, aimed at helping clients build, preserve, and protect their wealth. Their target clients include individuals seeking strategic financial planning and small businesses looking for retirement solutions. The firm emphasizes education and proactive financial management, providing resources such as newsletters, calculators, and free consultations to assist clients in achieving their financial goals.Explore more
Benefit Advisory Group's Social MediaPopular SearchesBenefit Advisory GroupBenefit Advisory Group IncBenefit Groupbenefit advisory group LLCWAV Benefit Advisors IncSIC Code 62,628NAICS Code 52,523Show more

Benefit Advisory Group Org Chart

PhoneEmail
HC
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Director, Client Services

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SH
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Director, Insurance & Marketing

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NR
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Account Manager

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JB
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Senior Account Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Benefit Advisory Group

<$5M
1-10
Private
-
2004
HC
Hannah ClarkDirector, Client Services
<$5M
1-10
Private
-
2000
<$5M
11-50
Private
-
2003
CM
Clare MertzExecutive Vice President, OSJ Delegate
<$5M
1-10
Private
-
1998
<$5M
11-50
Private
<$5M
1996
JB
James BogdanChief Financial Officer
<$5M
1-10
Private
-
2004
DB
Donna BlishManager, Client Services
<$5M
1-10
Private
-
-
CK
Caroline KorteSenior VP, Wealth & Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Benefit Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Benefit Advisory Group Tech Stack

A closer look at the technologies used by Benefit Advisory Group

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Frequently Asked Questions Regarding Benefit Advisory Group

What is Benefit Advisory Group's official website?
Benefit Advisory Group's official website is www.benefitadvisory.com
What is Benefit Advisory Group's Revenue?
Benefit Advisory Group's revenue is <$5 Million
What is Benefit Advisory Group's SIC code?
Benefit Advisory Group's SIC: 62,628
What is Benefit Advisory Group's NAICS code?
Benefit Advisory Group's NAICS: 52,523
How many employees does Benefit Advisory Group have?
Benefit Advisory Group has 1-10 employees
What industry does Benefit Advisory Group belong to?
Benefit Advisory Group is in the industry of: Finance, Securities Trading
What is Benefit Advisory Group competition?
Benefit Advisory Group top competitors include: Harvest Wealth Management, Wollman Wealth Designs, Paducah Financial Consultants, LifePlans Financial & Insurance Services
What technology does Benefit Advisory Group use?
Some of the popular technologies that Benefit Advisory Group uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, Font Awesome
How do I contact Benefit Advisory Group?
Benefit Advisory Group contact info: Phone number: (256) 837-5552 Website: www.benefitadvisory.com
What does Benefit Advisory Group do?

Benefit Advisory Group is a full-service investment firm located in Huntsville, Alabama, specializing in conservative financial and investment advice. The firm offers a range of services including federal financial planning, retirement savings, estate planning, and money management, aimed at helping clients build, preserve, and protect their wealth... . Their target clients include individuals seeking strategic financial planning and small businesses looking for retirement solutions. The firm emphasizes education and proactive financial management, providing resources such as newsletters, calculators, and free consultations to assist clients in achieving their financial goals.Read More

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

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