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
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
1
1
1
1

About BFG Financial Advisors

BFG Financial Advisors is dedicated to empowering families through comprehensive financial planning and wealth management services. They offer tailored strategies for individuals at every stage of life, focusing on financial literacy, investment planning, risk management, and estate planning. Their services are designed to be accessible and affordable, providing meaningful relationships to understand each family's unique needs. Aiming to foster lifelong prosperity, they serve busy professionals and families, ensuring a personalized and supportive financial journey.Explore more
BFG Financial Advisors's Social MediaPopular SearchesBFG Financial AdvisorsBrotman Financial GroupBrotman Financial Group IncBfg Financial Group IncBfg Financial IncSIC 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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YN
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Chief Investment Officer

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CG
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Chief Investment Officer

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RH
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Investment Operations Associate

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KB
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Associate

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JM
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Financial Planning Associate

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DH
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Financial Planning Assistant & Insurance Spec...

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JH
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At Bfg Financial Advisors Advisor

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CN
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Advisor

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EE
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Advisor

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JD
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Certified Financial Planner & Professional

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PM
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Advisor

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GC
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Advisor

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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
$6.3M
1-10
Private
-
2007
JI
Jane IariaOffice Manager
$6.1M
1-10
Private
-
1993
TS
Tina ShelpOffice Manager
<$5M
11-50
Private
-
2009
TD
Tony DuBoseManaging Director
<$5M
1-10
Private
-
1995
JK
Jack KremerClient Relationship Manager
<$5M
1-10
Private
-
2007
LM
Lily McleanSupervisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

BFG Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

BFG Financial Advisors financials insights

Gather financial insights about BFG Financial Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All BFG Financial Advisors's Financials Insights

BFG Financial Advisors Tech Stack

A closer look at the technologies used by BFG Financial Advisors

Most Recent Scoops

Promotion
Executive Move
Executive Moves, Promotion
Left Company
Executive Move
Executive Moves, Left Company
Event
Person-Based
Eric Brotman, Chief Executive Officer & Advisor, appeared on a podcast called "Entrepreneurs on Fire" on 01/01/2025. Topics discussed include Debt, financial independence, leverage, retirement.
Events, Podcast
Event
Person-Based
Eric Brotman, Chief Executive Officer & Advisor, appeared on a podcast called "The Rich Eisen Show" on 12/11/2024. Topics discussed include Collaborative client-centric financial planning, manual financial planning.
Events, Podcast
Funding
See more scoops

Top Finance Companies

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, Investment Management Associates, lwm
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 dedicated to empowering families through comprehensive financial planning and wealth management services. They offer tailored strategies for individuals at every stage of life, focusing on financial literacy, investment planning, risk management, and estate planning. Their services are designed to be accessible and afforda... ble, providing meaningful relationships to understand each family's unique needs. Aiming to foster lifelong prosperity, they serve busy professionals and families, ensuring a personalized and supportive financial journey.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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