Bridgeview Financial

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

3835 Edison Lakes Pkwy Ste 100, Mishawak...

Phone Number

(574) 855-3344

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
2
1
1
1
1

About Bridgeview Financial

Bridgeview Financial Inc. specializes in retirement planning, investments, and wealth management, aiming to help clients understand and evaluate their financial situations. The company emphasizes building thoughtful client relationships and guiding clients through goal-setting and risk tolerance exercises before making investment decisions. With years of experience, they support clients through life's transitions while adhering to values of trust, honesty, and integrity. Their services cater to individuals, 401(k) sponsors, and participants, providing a comprehensive approach to financial planning.Explore more
Bridgeview Financial's Social MediaPopular Searchesbridgeview financial IncSuperior Financial Incbridgeviewfinancial.comBridgeviewfinancialBridgeview FinancialSIC Code 62,628NAICS Code 52,523Show more

Bridgeview Financial Org Chart

TK
United States flag for contact location.

President & Chief Executive Officer

PhoneEmail
MF
United States flag for contact location.

Office Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bridgeview Financial

<$5M
1-10
Private
-
2002
TK
Timothy KlingPresident & CEO
<$5M
1-10
Private
-
-
Dwight Olson, Chief Executive Officer & President at Olson Investment Advisors
Dwight OlsonCEO & President
<$5M
1-10
Private
-
2008
MM
Michael McFarlandPresident & CEO
<$5M
1-10
Private
-
1993
SP
Sophie PhamAssistant Client Services Coordinator (Intern)
<$5M
1-10
Private
-
2016
JM
Jeanie McMonigalManager, Client Services
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
-
Tyler Huck, Owner and President at Huck Financial
Tyler HuckOwner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Bridgeview Financial Tech Stack

A closer look at the technologies used by Bridgeview Financial

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Frequently Asked Questions Regarding Bridgeview Financial

What is Bridgeview Financial's official website?
Bridgeview Financial's official website is www.bridgeviewfinancial.com
What is Bridgeview Financial's Revenue?
Bridgeview Financial's revenue is <$5 Million
What is Bridgeview Financial's SIC code?
Bridgeview Financial's SIC: 62,628
What is Bridgeview Financial's NAICS code?
Bridgeview Financial's NAICS: 52,523
How many employees does Bridgeview Financial have?
Bridgeview Financial has 1-10 employees
What industry does Bridgeview Financial belong to?
Bridgeview Financial is in the industry of: Finance, Securities Trading
What is Bridgeview Financial competition?
Bridgeview Financial top competitors include: Huck Financial, Retirement Planning Solutions, GrandView Wealth Advisors, E Demmler & Associates
What technology does Bridgeview Financial use?
Some of the popular technologies that Bridgeview Financial uses are: Cloudflare Website Optimization, Proofpoint, Microsoft 365, Google Tag Manager
How do I contact Bridgeview Financial?
Bridgeview Financial contact info: Phone number: (574) 855-3344 Website: www.bridgeviewfinancial.com
What does Bridgeview Financial do?

Bridgeview Financial Inc. specializes in retirement planning, investments, and wealth management, aiming to help clients understand and evaluate their financial situations. The company emphasizes building thoughtful client relationships and guiding clients through goal-setting and risk tolerance exercises before making investment decisions. With ye... ars of experience, they support clients through life's transitions while adhering to values of trust, honesty, and integrity. Their services cater to individuals, 401(k) sponsors, and participants, providing a comprehensive approach to financial planning.Read More

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

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