BFG Financial Advisors

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

16 Greenmeadow Dr Ste 201, Timonium, Mar...

Phone Number

(410) 252-4555

Revenue

<$5 Million

Industry

Finance Securities Trading

About BFG Financial Advisors

BFG Financial Advisors is a financial planning and wealth management firm dedicated to empowering families and busy professionals through personalized financial strategies. They offer a range of services including private wealth management, financial planning, investment planning, risk management, tax planning, and estate planning, tailored to meet the unique needs of each client. The firm emphasizes building meaningful relationships with clients to support their financial journeys at every stage of life. Their mission is to provide accessible financial planning services that promote financial literacy and freedom for all families.Explore more
BFG Financial Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

BFG Financial Advisors Org Chart

Lena Nebel, Chief Executive Officer at BFG Financial Advisors
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Chief Executive Officer

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EB
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Chief Growth Officer

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YN
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Chief Investment Officer

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CG
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Chief Investment Officer

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Director, Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BFG Financial Advisors

<$5M
11-50
Private
<$5M
2003
$6.1M
1-10
Private
-
1993
TS
Tina ShelpOffice Manager
<$5M
11-50
Private
-
2009
TD
Tony DuBoseManaging Director
<$5M
1-10
Private
-
1995
MK
Mark KellyDirector, Operations
<$5M
1-10
Private
-
-
BR
Britt RayburnClient Relationship Manager
<$5M
1-10
Private
-
2007
LM
Lily McleanSupervisor
Illustration of an envelope

BFG Financial Advisors Tech Stack

A closer look at the technologies used by BFG Financial Advisors

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Frequently Asked Questions Regarding BFG Financial Advisors

What is BFG Financial Advisors's official website?
BFG Financial Advisors's official website is www.bfgfa.com
What is BFG Financial Advisors's Revenue?
BFG Financial Advisors's revenue is <$5 Million
What is BFG Financial Advisors's SIC code?
BFG Financial Advisors's SIC: 62,628
What is BFG Financial Advisors's NAICS code?
BFG Financial Advisors's NAICS: 52,523
How many employees does BFG Financial Advisors have?
BFG Financial Advisors has 11-50 employees
What industry does BFG Financial Advisors belong to?
BFG Financial Advisors is in the industry of: Finance, Securities Trading
What is BFG Financial Advisors competition?
BFG Financial Advisors top competitors include: KMG Private Wealth Management, Kremer & Associates, lwm, Foothills Wealth Management
What technology does BFG Financial Advisors use?
Some of the popular technologies that BFG Financial Advisors uses are: Constant Contact, Microsoft 365, Advisory Board, Daily
How do I contact BFG Financial Advisors?
BFG Financial Advisors contact info: Phone number: (410) 252-4555 Website: www.bfgfa.com
What does BFG Financial Advisors do?

BFG Financial Advisors is a financial planning and wealth management firm dedicated to empowering families and busy professionals through personalized financial strategies. They offer a range of services including private wealth management, financial planning, investment planning, risk management, tax planning, and estate planning, tailored to meet... the unique needs of each client. The firm emphasizes building meaningful relationships with clients to support their financial journeys at every stage of life. Their mission is to provide accessible financial planning services that promote financial literacy and freedom for all families.Read More

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

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