Breakaway Financial Group

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

887 Johnnie Dodds Blvd Ste 213, Mount Pl...

Phone Number

(843) 564-8584

Revenue

$7.6 Million

Industry

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

Breakaway Financial Group offers comprehensive financial advisory services aimed at automating wealth management for entrepreneurs. They provide a unique system that integrates business and personal finances, allowing clients to focus on growth while managing cash flow, taxes, and investments on autopilot. Their target clients are business owners who seek clarity and control over their financial lives without the stress of juggling multiple advisors. The firm emphasizes a proactive approach to financial planning, ensuring clients can lead confidently and effectively.Explore more
Breakaway Financial Group's Social MediaPopular SearchesBreakaway Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

Breakaway Financial Group Org Chart

PhoneEmail
MB
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Accounting Specialist

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FS
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Client Success Assistant

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LN
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Investment Advisor & Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Breakaway Financial Group

$7.6M
1-10
Private
-
2016
MB
Melissa BellAccounting Specialist
<$5M
11-50
Private
-
1990
SB
Scott BrookesDirector, Retirement Plan Services
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
2017
JS
John SantChief Operating Officer & Chief Compliance Officer
<$5M
1-10
Private
-
2005
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Breakaway Financial Group Tech Stack

A closer look at the technologies used by Breakaway Financial Group

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Frequently Asked Questions Regarding Breakaway Financial Group

What is Breakaway Financial Group's official website?
Breakaway Financial Group's official website is www.breakawayfinancialgroup.com
What is Breakaway Financial Group's Revenue?
Breakaway Financial Group's revenue is $7.6 Million
What is Breakaway Financial Group's SIC code?
Breakaway Financial Group's SIC: 62,628
What is Breakaway Financial Group's NAICS code?
Breakaway Financial Group's NAICS: 52,523
How many employees does Breakaway Financial Group have?
Breakaway Financial Group has 1-10 employees
What industry does Breakaway Financial Group belong to?
Breakaway Financial Group is in the industry of: Finance, Securities Trading
What is Breakaway Financial Group competition?
Breakaway Financial Group top competitors include: Fidelis Wealth, Black Dog Financial Planning, Hargrave Fiduciary Advisors, SHJ Wealth Advisors
What technology does Breakaway Financial Group use?
Some of the popular technologies that Breakaway Financial Group uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google AdSense
How do I contact Breakaway Financial Group?
Breakaway Financial Group contact info: Phone number: (843) 564-8584 Website: www.breakawayfinancialgroup.com
What does Breakaway Financial Group do?

Breakaway Financial Group offers comprehensive financial advisory services aimed at automating wealth management for entrepreneurs. They provide a unique system that integrates business and personal finances, allowing clients to focus on growth while managing cash flow, taxes, and investments on autopilot. Their target clients are business owners w... ho seek clarity and control over their financial lives without the stress of juggling multiple advisors. The firm emphasizes a proactive approach to financial planning, ensuring clients can lead confidently and effectively.Read More

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

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