BNA Wealth

Accounting for Legal Practices · South Carolina, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

596 Herrons Ferry Rd Ste 300, Rock Hill,...

Phone Number

(803) 324-7100

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About BNA Wealth

BNA CPA is a Rock Hill, SC-based firm that combines over 45 years of experience in accounting and wealth management to provide comprehensive services to a diverse clientele. They specialize in tax planning, financial advising, and wealth management, ensuring a holistic approach to financial decision-making. BNA emphasizes the use of cutting-edge technology and transparent pricing, offering personalized services with a satisfaction guarantee. Their commitment to proactive communication and community involvement further enhances their reputation as a trusted partner in financial success.Explore more
BNA Wealth's Social MediaPopular SearchesBNA WealthBna Wealth IncBnawealthSIC Code 87,872NAICS Code 54,541Show more

BNA Wealth Org Chart

PhoneEmail
Adam Ackerman, President at BNA Wealth
United States flag for contact location.

President

PhoneEmail
TS
United States flag for contact location.

Chief Operating Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is BNA Wealth your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to BNA Wealth

Compare insights from companies similar to BNA Wealth, 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

BNA Wealth

<$5M
1-10
Private
-
-
Adam Ackerman, President at BNA Wealth
Adam AckermanPresident
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
1-10
Private
-
-
LR
Linda RaweChief Operating Officer & Owner
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2002
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

BNA Wealth is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

BNA Wealth is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about BNA Wealth.

BNA Wealth Tech Stack

A closer look at the technologies used by BNA Wealth

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding BNA Wealth

What is BNA Wealth's official website?
BNA Wealth's official website is www.bnawealth.com
What is BNA Wealth's Revenue?
BNA Wealth's revenue is <$5 Million
What is BNA Wealth's SIC code?
BNA Wealth's SIC: 87,872
What is BNA Wealth's NAICS code?
BNA Wealth's NAICS: 54,541
How many employees does BNA Wealth have?
BNA Wealth has 1-10 employees
What industry does BNA Wealth belong to?
BNA Wealth is in the industry of: Accounting for Legal Practices, Business Services
What is BNA Wealth competition?
BNA Wealth top competitors include: Sierra Pacific Financial Advisors, Sterling Total Wealth Solutions, Casco Bay Wealth Advisors, Rawe Financial Group
What technology does BNA Wealth use?
Some of the popular technologies that BNA Wealth uses are: Google Cloud Web Serving, Google Cloud Platform, Google Workspace, Gmail
How do I contact BNA Wealth?
BNA Wealth contact info: Phone number: (803) 324-7100 Website: www.bnawealth.com
What does BNA Wealth do?

BNA CPA is a Rock Hill, SC-based firm that combines over 45 years of experience in accounting and wealth management to provide comprehensive services to a diverse clientele. They specialize in tax planning, financial advising, and wealth management, ensuring a holistic approach to financial decision-making. BNA emphasizes the use of cutting-edge te... chnology and transparent pricing, offering personalized services with a satisfaction guarantee. Their commitment to proactive communication and community involvement further enhances their reputation as a trusted partner in financial success.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.