Berdan Benefits

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

16776 Bernardo Center Dr Ste 203, San Di...

Phone Number

(858) 485-0088

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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1
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About Berdan Benefits

Berdan Benefits is a financial services company based in San Diego, California, offering a range of services including financial planning, retirement planning, insurance planning, and long-term care solutions. Established in 1985, the company aims to assist clients in achieving their financial goals while providing guidance on protecting their business, family, and finances. Their clientele includes individuals and business owners seeking to maximize their financial wealth and minimize risks. Berdan Benefits prides itself on building long-term relationships with clients, who often return for ongoing support and refer others to the firm.Explore more
Berdan Benefits's Social MediaPopular SearchesBerdan BenefitsMark J BerdanBerdan Benefits, Insurance & Financial ServicesBerdanbenefitsBenefits, Insurance & Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Berdan Benefits Org Chart

PhoneEmail
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United States flag for contact location.

Agency Manager and Benefits Advisor

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Office Manager

PhoneEmail

PhoneEmail
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Compare insights from companies similar to Berdan Benefits, 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

Berdan Benefits

<$5M
1-10
Private
-
-
AP
Amanda PortreyAgency Manager and Benefits Advisor
<$5M
11-50
Private
-
-
MH
Monica HunsakerClient Relationship Manager
<$5M
1-10
Private
-
2009
KM
Kevin MorrisFinancial Sales
<$5M
1-10
Private
-
1997
LM
Liz MunozManager, Operations
<$5M
1-10
Private
-
2019
JA
Julie AbbeyManager, Client Services
<$5M
1-10
Private
-
2017
JB
Joni BeachlyPrincipal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Berdan Benefits is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Berdan Benefits Tech Stack

A closer look at the technologies used by Berdan Benefits

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Frequently Asked Questions Regarding Berdan Benefits

What is Berdan Benefits's official website?
Berdan Benefits's official website is www.berdanbenefits.com
What is Berdan Benefits's Revenue?
Berdan Benefits's revenue is <$5 Million
What is Berdan Benefits's SIC code?
Berdan Benefits's SIC: 62,628
What is Berdan Benefits's NAICS code?
Berdan Benefits's NAICS: 52,523
How many employees does Berdan Benefits have?
Berdan Benefits has 1-10 employees
What industry does Berdan Benefits belong to?
Berdan Benefits is in the industry of: Finance, Insurance, Securities Trading
What is Berdan Benefits competition?
Berdan Benefits top competitors include: Lawrence M Jacobs, Focused Financial Planning, Christian Financial Strategies, LifeWorth Financial
What technology does Berdan Benefits use?
Some of the popular technologies that Berdan Benefits uses are: Cloudflare Website Optimization, Proofpoint, Google Font API, Neustar UltraDNS
How do I contact Berdan Benefits?
Berdan Benefits contact info: Phone number: (858) 485-0088 Website: www.berdanbenefits.com
What does Berdan Benefits do?

Berdan Benefits is a financial services company based in San Diego, California, offering a range of services including financial planning, retirement planning, insurance planning, and long-term care solutions. Established in 1985, the company aims to assist clients in achieving their financial goals while providing guidance on protecting their busi... ness, family, and finances. Their clientele includes individuals and business owners seeking to maximize their financial wealth and minimize risks. Berdan Benefits prides itself on building long-term relationships with clients, who often return for ongoing support and refer others to the firm.Read More

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

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