Bold Financial Group
Finance · New Mexico, United States · 1-10 Employees
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Overview
Headquarters
6749 Academy Rd NE Ste A, Albuquerque, N...Phone Number
(505) 828-1188Website
www.boldfinancialgroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Bold Financial Group
Bold Financial Group is dedicated to providing personalized financial planning services aimed at helping clients achieve their retirement goals and navigate the complexities of investing. They utilize a customized G.R.I.D. strategy to guide clients through each stage of life, ensuring that their best interests are prioritized. The firm offers a range of services including retirement planning, investment management, estate planning, insurance, and tax strategies. Their target clients are individuals seeking trusted financial advice to secure their financial future.Explore more
Bold Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Bold Financial Group
<$5M
1-10
Private
-
1992
MC
Megan CunninghamVice President and LPL Financial Advisor
Company Profile Activity
Activity Insights
Bold Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Bold Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bold Financial Group.
Bold Financial Group Tech Stack
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Bold Financial Group is dedicated to providing personalized financial planning services aimed at helping clients achieve their retirement goals and navigate the complexities of investing. They utilize a customized G.R.I.D. strategy to guide clients through each stage of life, ensuring that their best interests are prioritized. The firm offers a ran... Read More
