Borger Financial Services

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

2 Park Ave Ste 300, New York City, New Y...

Phone Number

(201) 880-7833

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
2
1
1
1

About Borger Financial Services

Borger Financial Services is a multi-family office focused on providing comprehensive financial planning services. They prioritize understanding their clients' personal situations, dreams, and goals to offer tailored financial roadmaps. Their services include retirement planning, investment management, estate planning, insurance, tax advice, and lifestyle financial guidance. The firm aims to serve individuals and families seeking to secure their financial futures with a high level of personalized service.Explore more
Borger Financial Services's Social MediaPopular SearchesBorger Financial ServicesBorger FinancialBorgerfinancialBorger FinanceBorger Financial inSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Borger Financial Services

<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
-
SS
Saurav SobtiAssistant Manager
<$5M
1-10
Private
-
2018
HS
Heather StoutManager, Marketing
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
2007
RA
Robert AllenPresident & Owner
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Borger Financial Services Tech Stack

A closer look at the technologies used by Borger Financial Services

Borger Financial Services News & Media

  • Kestra Financial Welcomes $600 Million Borger Financial Services

    AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial, an industry-leading wealth management platform, today announced the addition of Borger Financial Services (“BFS”) to its community of advisors. BFS’s financial professionals bring to the platform north of $600 million in client assets under management. “In considering a new partnership, we searched for an organization that would foster independence while supporting the needs of a sophisticated high net worth client base,” said Debra Clark, Princ
Read more news

Top Finance Companies

Frequently Asked Questions Regarding Borger Financial Services

What is Borger Financial Services's official website?
Borger Financial Services's official website is www.borgerfinancial.com
What is Borger Financial Services's Revenue?
Borger Financial Services's revenue is <$5 Million
What is Borger Financial Services's SIC code?
Borger Financial Services's SIC: 62,628
What is Borger Financial Services's NAICS code?
Borger Financial Services's NAICS: 52,523
How many employees does Borger Financial Services have?
Borger Financial Services has 1-10 employees
What industry does Borger Financial Services belong to?
Borger Financial Services is in the industry of: Finance, Securities Trading
What is Borger Financial Services competition?
Borger Financial Services top competitors include: Reliance Wealth Management, Nobile Hinchey Private Wealth Management, F-squared Financial, Capstone Financial Partners
What technology does Borger Financial Services use?
Some of the popular technologies that Borger Financial Services uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, GoDaddy DNS
How do I contact Borger Financial Services?
Borger Financial Services contact info: Phone number: (201) 880-7833 Website: www.borgerfinancial.com
What does Borger Financial Services do?

Borger Financial Services is a multi-family office focused on providing comprehensive financial planning services. They prioritize understanding their clients' personal situations, dreams, and goals to offer tailored financial roadmaps. Their services include retirement planning, investment management, estate planning, insurance, tax advice, and li... festyle financial guidance. The firm aims to serve individuals and families seeking to secure their financial futures with a high level of personalized service.Read More

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

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