Benefit Financial Services Group

Finance · Arizona, United States · 11-50 Employees

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Overview

Headquarters

1643 E Bethany Home Rd, Phoenix, Arizona...

Phone Number

(888) 997-8882

Revenue

$19.6 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
2
1
1
1
2

About Benefit Financial Services Group

BFSG is a boutique investment management firm based in Phoenix, Arizona, dedicated to providing personalized wealth management services. The company offers a range of services including investment management, retirement planning, financial planning, tax management, and estate planning, tailored to meet the unique needs of individuals, families, and institutions. With a team of experienced professionals, BFSG prioritizes client interests and aims to help clients achieve their financial goals and legacy. The firm operates as a fiduciary, ensuring transparency and a high-touch client experience.Explore more
Benefit Financial Services Group's Social MediaPopular SearchesBenefit Financial Services GroupArozonia Pacwest Financial ManagementBfsg LLCArozonia Pacwest FinancialInvestment Management & Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Benefit Financial Services Group Org Chart

PhoneEmail
KN
United States flag for contact location.

Manager, Operations & Systems

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Benefit Financial Service...

$19.6M
11-50
Private
-
2017
KN
Kyle NixonManager, Operations & Systems
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
11-50
Private
-
1998
CD
Christopher DorsettCertified Financial Planner
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Benefit Financial Services Group Tech Stack

A closer look at the technologies used by Benefit Financial Services Group

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Frequently Asked Questions Regarding Benefit Financial Services Group

What is Benefit Financial Services Group's official website?
Benefit Financial Services Group's official website is www.bfsg-az.com
What is Benefit Financial Services Group's Revenue?
Benefit Financial Services Group's revenue is $19.6 Million
What is Benefit Financial Services Group's SIC code?
Benefit Financial Services Group's SIC: 62,628
What is Benefit Financial Services Group's NAICS code?
Benefit Financial Services Group's NAICS: 52,523
How many employees does Benefit Financial Services Group have?
Benefit Financial Services Group has 11-50 employees
What industry does Benefit Financial Services Group belong to?
Benefit Financial Services Group is in the industry of: Finance, Securities Trading
What is Benefit Financial Services Group competition?
Benefit Financial Services Group top competitors include: Seamount Financial Group, Chronos Wealth Management, BeamaLife, Bayntree Wealth Advisors
What technology does Benefit Financial Services Group use?
Some of the popular technologies that Benefit Financial Services Group uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Benefit Financial Services Group?
Benefit Financial Services Group contact info: Phone number: (888) 997-8882 Website: www.bfsg-az.com
What does Benefit Financial Services Group do?

BFSG is a boutique investment management firm based in Phoenix, Arizona, dedicated to providing personalized wealth management services. The company offers a range of services including investment management, retirement planning, financial planning, tax management, and estate planning, tailored to meet the unique needs of individuals, families, and... institutions. With a team of experienced professionals, BFSG prioritizes client interests and aims to help clients achieve their financial goals and legacy. The firm operates as a fiduciary, ensuring transparency and a high-touch client experience.Read More

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

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