B&P Retirement Solutions

Finance · Utah, United States · 1-10 Employees

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Overview

Headquarters

913 W Baxter Dr Fl 2, South Jordan, Utah...

Phone Number

(801) 303-5700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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Jul
ZI Rank
1
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About B&P Retirement Solutions

Brandon Patrick is a full-service retirement and wealth management firm dedicated to helping individuals, families, and businesses achieve their financial goals. They offer a variety of services including employer-sponsored retirement plans, wealth management, financial planning strategies, and risk management. The firm emphasizes personalized financial strategies that evolve with clients' needs and life stages. Their mission is to provide comprehensive financial guidance that respects clients' existing assets and helps them build a fulfilling future.Explore more
Popular SearchesB&P Retirement SolutionsB & P Retirement SolutionsFinancial ProfessionalSIC Code 62,628NAICS Code 52,523Show more

B&P Retirement Solutions Org Chart

PhoneEmail
BP
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Partner

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EP
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Financial Advisor

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SJ
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Executive Office Manager. Senior Account Mana...

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KC
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Financial Advisor

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PhoneEmail
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Compare Similar Companies to B&P Retirement Solutions

Compare insights from companies similar to B&P Retirement Solutions, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

B&P Retirement Solutions

<$5M
1-10
Private
-
-
$9.8M
11-50
Private
-
2013
MS
Marie SullivantDirector, Operations & Strategic Integration
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1967
SK
Susan KenneyAdministrative Assistant
<$5M
1-10
Private
-
1995
Theodore Kowalchuk, President & Owner at 401K Plan Services
Theodore KowalchukPresident & Owner
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

B&P Retirement Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

B&P Retirement Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about B&P Retirement Solutions.

B&P Retirement Solutions Tech Stack

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Frequently Asked Questions Regarding B&P Retirement Solutions

What is B&P Retirement Solutions's official website?
B&P Retirement Solutions's official website is www.bp-retirement.com
What is B&P Retirement Solutions's Revenue?
B&P Retirement Solutions's revenue is <$5 Million
What is B&P Retirement Solutions's SIC code?
B&P Retirement Solutions's SIC: 62,628
What is B&P Retirement Solutions's NAICS code?
B&P Retirement Solutions's NAICS: 52,523
How many employees does B&P Retirement Solutions have?
B&P Retirement Solutions has 1-10 employees
What industry does B&P Retirement Solutions belong to?
B&P Retirement Solutions is in the industry of: Finance, Securities Trading
What is B&P Retirement Solutions competition?
B&P Retirement Solutions top competitors include: 401K Plan Services, Waelchli Financial Services, Old Dominion Investment & Retirement Advisors, Summit Group Retirement Planners
What technology does B&P Retirement Solutions use?
Some of the popular technologies that B&P Retirement Solutions uses are: DocuSign, Cloudflare Website Optimization, Bitly, Datadog
How do I contact B&P Retirement Solutions?
B&P Retirement Solutions contact info: Phone number: (801) 303-5700 Website: www.bp-retirement.com
What does B&P Retirement Solutions do?

Brandon Patrick is a full-service retirement and wealth management firm dedicated to helping individuals, families, and businesses achieve their financial goals. They offer a variety of services including employer-sponsored retirement plans, wealth management, financial planning strategies, and risk management. The firm emphasizes personalized fina... ncial strategies that evolve with clients' needs and life stages. Their mission is to provide comprehensive financial guidance that respects clients' existing assets and helps them build a fulfilling future.Read More

Is B&P Retirement Solutions a public company?
B&P Retirement Solutions is private company therefore does not currently have an official ticker symbol
See more information about B&P Retirement Solutions

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