BFS Advisory Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

8201 Preston Rd Ste 400, Dallas, Texas, ...

Phone Number

(214) 764-1964

Revenue

<$5 Million

Industry

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

BFS Advisory Group is a Dallas-based wealth management firm that specializes in personalized financial and tax planning services. They focus on understanding clients' goals and values to create tailored financial strategies that promote financial independence and legacy planning. Their services include values-based financial planning, business consulting, tax-efficient investment strategies, and comprehensive financial resources. The firm aims to provide objective, unbiased advice to help clients navigate their financial journeys and achieve their desired outcomes.Explore more
BFS Advisory Group's Social MediaPopular SearchesBFS Advisory GroupBFS Advisory Group LLCSIC Code 62,628NAICS Code 52,523Show more

BFS Advisory Group Org Chart

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Manager, Operations, Fpqp

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Executive Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BFS Advisory Group

<$5M
1-10
Private
-
2020
CN
Chelsea NeeceManager, Operations, Fpqp
$18.9M
11-50
Private
-
2017
JL
Juan LimonChief Marketing Officer
<$5M
11-50
Private
-
2001
JN
Jennifer NelsonFinancial Associate & Representative
<$5M
1-10
Private
<$5M
2010
KH
Kristol HicksManager, Payroll
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
-
JR
Jason RadakovichPresident, Financial & Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

BFS Advisory Group Tech Stack

A closer look at the technologies used by BFS Advisory Group

BFS Advisory Group News & Media

  • NewEdge Advisors Welcome $318 Million BFS Advisory Group

    NEW ORLEANS--(BUSINESS WIRE)--NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that Dallas-based BFS Advisory Group joined the firm from Osaic where the team was overseeing approximately $318 million in client assets. Joining NewEdge Advisors are Founder and President Debra Brennan Tagg, CFP®, Associate Wealth Advisors Erin Neece, CFP®, CDFA®, CPWA® and Hollis Stuckert, Portfolio Analyst Bradley Rouse, and th
Read more news

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Frequently Asked Questions Regarding BFS Advisory Group

What is BFS Advisory Group's official website?
BFS Advisory Group's official website is www.bfsadvisorygroup.com
What is BFS Advisory Group's Revenue?
BFS Advisory Group's revenue is <$5 Million
What is BFS Advisory Group's SIC code?
BFS Advisory Group's SIC: 62,628
What is BFS Advisory Group's NAICS code?
BFS Advisory Group's NAICS: 52,523
How many employees does BFS Advisory Group have?
BFS Advisory Group has 1-10 employees
What industry does BFS Advisory Group belong to?
BFS Advisory Group is in the industry of: Finance, Securities Trading
What is BFS Advisory Group competition?
BFS Advisory Group top competitors include: Trinity Wealth Management, Waypoint Partners, Sierra Financial Advisors, SmartPro Financial
What technology does BFS Advisory Group use?
Some of the popular technologies that BFS Advisory Group uses are: Cloudflare Website Optimization, Mailgun, Google Tag Manager, GoDaddy DNS
How do I contact BFS Advisory Group?
BFS Advisory Group contact info: Phone number: (214) 764-1964 Website: www.bfsadvisorygroup.com
What does BFS Advisory Group do?

BFS Advisory Group is a Dallas-based wealth management firm that specializes in personalized financial and tax planning services. They focus on understanding clients' goals and values to create tailored financial strategies that promote financial independence and legacy planning. Their services include values-based financial planning, business cons... ulting, tax-efficient investment strategies, and comprehensive financial resources. The firm aims to provide objective, unbiased advice to help clients navigate their financial journeys and achieve their desired outcomes.Read More

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

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