Bouchey Financial Group

Finance · New York, United States · 51-200 Employees

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Overview

Headquarters

340 Broadway Ste 3, Saratoga Springs, Ne...

Phone Number

(518) 306-6453

Revenue

$8.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Bouchey Financial Group

Bouchey Financial Group is an independent, SEC Registered Investment Advisor firm based in Saratoga Springs, specializing in comprehensive wealth management solutions for individuals, families, and businesses. They offer a range of services including investment management, financial and retirement planning, and personal CFO services, all while adhering to a fiduciary standard that prioritizes clients' interests. The firm is committed to providing clear and simple financial guidance to help clients make informed decisions about their financial futures. With a focus on excellence and client-centric solutions, Bouchey Financial Group has built a reputation for trust and reliability in the financial advisory industry.Explore more
Bouchey Financial Group's Social MediaPopular SearchesBouchey Financial GroupBouchey Financial Group LtdBouchey & Clarke Benefits IncSIC Code 62,628NAICS Code 52,523Show more

Bouchey Financial Group Org Chart

PhoneEmail
LB
United States flag for contact location.

Client Concierge and Director of Philanthropi...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bouchey Financial Group

$8.1M
51-200
Private
-
-
LB
Lauren BoucheyClient Concierge and Director of Philanthropic Giving
$12.1M
51-200
Private
-
-
BB
Brian BrassellOwner and Managing Principal
$10.6M
51-200
Private
<$5M
1991
GR
George RossVice President, Sales & Marketing
$9M
11-50
Private
<$5M
2005
CB
Cheryl BoylesPresident & Senior Financial Advisor
$5.7M
11-50
Private
<$5M
1940
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
Illustration of an envelope

Company Profile Activity

i

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

A closer look at the technologies used by Bouchey Financial Group

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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.bouchey.com
What is Bouchey Financial Group's Revenue?
Bouchey Financial Group's revenue is $8.1 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 51-200 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: Monument Retirement & Wealth Advisory, ABG National, Lau & Lau Associates, Compass Financial Partners
What technology does Bouchey Financial Group use?
Some of the popular technologies that Bouchey Financial Group uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Bouchey Financial Group?
Bouchey Financial Group contact info: Phone number: (518) 306-6453 Website: www.bouchey.com
What does Bouchey Financial Group do?

Bouchey Financial Group is an independent, SEC Registered Investment Advisor firm based in Saratoga Springs, specializing in comprehensive wealth management solutions for individuals, families, and businesses. They offer a range of services including investment management, financial and retirement planning, and personal CFO services, all while adhe... ring to a fiduciary standard that prioritizes clients' interests. The firm is committed to providing clear and simple financial guidance to help clients make informed decisions about their financial futures. With a focus on excellence and client-centric solutions, Bouchey Financial Group has built a reputation for trust and reliability in the financial advisory industry.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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