Boyer Financial Planning

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

107 Georgian Pl, Somerset, Pennsylvania,...

Phone Number

(814) 444-9070

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Boyer Financial Planning

Boyer Financial Planning, Inc. is a wealth management group based in Somerset, PA, specializing in retirement planning, investment strategies, estate conservation, and insurance solutions. The firm combines the resources of a large financial institution with the personalized service of a small practice, catering to individuals preparing for retirement and other financial goals. With a team of experienced professionals, they focus on understanding clients' unique challenges and providing tailored solutions to meet their needs. Boyer Financial Planning is committed to helping clients navigate their financial futures with confidence.Explore more
Boyer Financial Planning's Social MediaPopular SearchesBoyer Financial Planning IncBoyer Financial PlanningBoyer Financial GroupBoyer Financial Services IncBoyer Financial Group IncSIC Code 62,628NAICS Code 52,523Show more

Boyer Financial Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Boyer Financial Planning

<$5M
1-10
Private
-
1998
AB
Andrew BoyerPresident & Founder
$5.8M
11-50
Private
-
2012
MC
Mary CrooksOffice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2015
GM
Gregory MetcalfOwner, Founding Partner and Registered Securities Principal
<$5M
1-10
Private
-
1997
RA
Roy AndersonIndependent Financial Advisor
<$5M
1-10
Private
-
-
BS
Becky SmithAdvisor Assistant
<$5M
1-10
Private
-
2018
AM
Andrew MaronPresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Boyer Financial Planning Tech Stack

A closer look at the technologies used by Boyer Financial Planning

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Frequently Asked Questions Regarding Boyer Financial Planning

What is Boyer Financial Planning's official website?
Boyer Financial Planning's official website is www.boyerfinancialplanning.com
What is Boyer Financial Planning's Revenue?
Boyer Financial Planning's revenue is <$5 Million
What is Boyer Financial Planning's SIC code?
Boyer Financial Planning's SIC: 62,628
What is Boyer Financial Planning's NAICS code?
Boyer Financial Planning's NAICS: 52,523
How many employees does Boyer Financial Planning have?
Boyer Financial Planning has 1-10 employees
What industry does Boyer Financial Planning belong to?
Boyer Financial Planning is in the industry of: Finance, Securities Trading
What is Boyer Financial Planning competition?
Boyer Financial Planning top competitors include: Federalretirementplan.com, Anchor Financial Associates, The Equity Advisor Group, Paragon Strategic Wealth
What technology does Boyer Financial Planning use?
Some of the popular technologies that Boyer Financial Planning uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, FMG Suite
How do I contact Boyer Financial Planning?
Boyer Financial Planning contact info: Phone number: (814) 444-9070 Website: www.boyerfinancialplanning.com
What does Boyer Financial Planning do?

Boyer Financial Planning, Inc. is a wealth management group based in Somerset, PA, specializing in retirement planning, investment strategies, estate conservation, and insurance solutions. The firm combines the resources of a large financial institution with the personalized service of a small practice, catering to individuals preparing for retirem... ent and other financial goals. With a team of experienced professionals, they focus on understanding clients' unique challenges and providing tailored solutions to meet their needs. Boyer Financial Planning is committed to helping clients navigate their financial futures with confidence.Read More

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

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