Boldi Financial Services

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

3910 S Alma School Rd Ste 8, Chandler, A...

Phone Number

(480) 722-0202

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Boldi Financial Services

LPL Financial is a registered investment advisor that offers a range of financial services including retirement planning, investment management, estate planning, insurance, and tax advice. The company aims to build long-term relationships with clients by understanding their personal situations, dreams, and risk tolerances. They provide educational resources such as videos, articles, and calculators to help clients enhance their financial literacy. LPL Financial primarily serves individuals and families looking for guidance in managing their financial futures.Explore more
Popular SearchesBoldi Financial Services LLCboldifinancial.comSIC Code 62,628NAICS Code 52,523Show more

Boldi Financial Services Org Chart

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JB
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Boldi Financial Services

<$5M
1-10
Private
-
2013
JB
Jian BoldiFinancial Professional
<$5M
11-50
Private
-
2019
KL
Kayla LabateChief Operating Officer
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MB
Michael BeloffFounding Partner, Wealth Advisor
<$5M
1-10
Private
-
2012
Illustration of an envelope

Boldi Financial Services Tech Stack

A closer look at the technologies used by Boldi Financial Services

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Frequently Asked Questions Regarding Boldi Financial Services

What is Boldi Financial Services's official website?
Boldi Financial Services's official website is www.boldifinancial.com
What is Boldi Financial Services's Revenue?
Boldi Financial Services's revenue is <$5 Million
What is Boldi Financial Services's SIC code?
Boldi Financial Services's SIC: 62,628
What is Boldi Financial Services's NAICS code?
Boldi Financial Services's NAICS: 52,523
How many employees does Boldi Financial Services have?
Boldi Financial Services has 1-10 employees
What industry does Boldi Financial Services belong to?
Boldi Financial Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Boldi Financial Services competition?
Boldi Financial Services top competitors include: Wangsness Ogdahl, Sioux Falls Wealth Management, Axias Wealth Advisors, Ewing Financial Grouphttp
What technology does Boldi Financial Services use?
Some of the popular technologies that Boldi Financial Services uses are: Cloudflare Website Optimization, Google Tag Manager, Font Awesome, GoDaddy DNS
How do I contact Boldi Financial Services?
Boldi Financial Services contact info: Phone number: (480) 722-0202 Website: www.boldifinancial.com
What does Boldi Financial Services do?

LPL Financial is a registered investment advisor that offers a range of financial services including retirement planning, investment management, estate planning, insurance, and tax advice. The company aims to build long-term relationships with clients by understanding their personal situations, dreams, and risk tolerances. They provide educational... resources such as videos, articles, and calculators to help clients enhance their financial literacy. LPL Financial primarily serves individuals and families looking for guidance in managing their financial futures.Read More

Is Boldi Financial Services a public company?
Boldi Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Boldi Financial Services

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