Bouchey Financial Group

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

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Overview

Headquarters

1819 5th Ave Ste 2, Troy, New York, 1218...

Phone Number

(800) 783-0339

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
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Aug
ZI Rank
1
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2

About Bouchey Financial Group

Bouchey Financial Group is a fee-only financial advisory firm based in Saratoga Springs and Troy, NY, with over 25 years of experience in providing fiduciary financial guidance. The firm specializes in comprehensive wealth management solutions for individuals, families, and businesses, managing over $1 billion in assets. Their services include investment management, retirement planning, and personal CFO services, all aimed at ensuring clients' financial success. Bouchey Financial Group is committed to placing clients' interests first, fostering trust and confidence through a culture of excellence.Explore more
Bouchey Financial Group's Social MediaPopular Searchesbouchey financial group LtdBouchey Financial GroupSomewhat LLCBouchey & Clarke Benefits, Inc., A OneDigital CoSomewhatSIC Code 62,628NAICS Code 52,523Show more

Bouchey Financial Group Org Chart

PhoneEmail
HW
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Director, Financial Planning

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JD
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Co-Director, Client Services

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PL
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Director, Portfolio Strategy

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SB
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Client Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bouchey Financial Group

<$5M
1-10
Private
-
1995
HW
Harmony WagnerDirector, Financial Planning
<$5M
1-10
Private
-
2008
N/A
<$5M
11-50
Private
-
1984
CE
Carissa EberleClient Relationship Manager
<$5M
1-10
Private
-
2006
N/A
<$5M
1-10
Private
-
2016
LS
Leo SchlangenCertified Financial Planner
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Bouchey Financial Group Tech Stack

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Frequently Asked Questions Regarding Bouchey Financial Group

What is Bouchey Financial Group's official website?
Bouchey Financial Group's official website is www.boucheyfinancial.com
What is Bouchey Financial Group's Revenue?
Bouchey Financial Group's revenue is <$5 Million
What is Bouchey Financial Group's SIC code?
Bouchey Financial Group's SIC: 62,628
What is Bouchey Financial Group's NAICS code?
Bouchey Financial Group's NAICS: 52,523
How many employees does Bouchey Financial Group have?
Bouchey Financial Group has 1-10 employees
What industry does Bouchey Financial Group belong to?
Bouchey Financial Group is in the industry of: Finance, Securities Trading
What is Bouchey Financial Group competition?
Bouchey Financial Group top competitors include: Stratos Wealth Advisors, Core Wealth Management, Charles Carroll Financial Partners, FRS Capital Management
What technology does Bouchey Financial Group use?
Some of the popular technologies that Bouchey Financial Group uses are: Google Cloud Web Serving, Google Cloud Platform
How do I contact Bouchey Financial Group?
Bouchey Financial Group contact info: Phone number: (800) 783-0339 Website: www.boucheyfinancial.com
What does Bouchey Financial Group do?

Bouchey Financial Group is a fee-only financial advisory firm based in Saratoga Springs and Troy, NY, with over 25 years of experience in providing fiduciary financial guidance. The firm specializes in comprehensive wealth management solutions for individuals, families, and businesses, managing over $1 billion in assets. Their services include inve... stment management, retirement planning, and personal CFO services, all aimed at ensuring clients' financial success. Bouchey Financial Group is committed to placing clients' interests first, fostering trust and confidence through a culture of excellence.Read More

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

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