Building Financial Solutions

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

7455 NW 108th Ave, Parkland, Florida, 33...

Phone Number

(954) 771-0100

Revenue

<$5 Million

Industry

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

About Building Financial Solutions

Building Financial Solutions is an independent wealth, estate, and tax planning firm that specializes in providing fiduciary financial and wealth management services for business owners and retirees. Led by a team of professionals including a CFP®, CPA, and Attorney, the firm focuses on creating tailored strategies to help clients navigate their financial journeys with clarity and confidence. Their comprehensive services encompass wealth management, estate planning, and tax strategies, ensuring personalized guidance for individuals, families, and businesses. The firm is dedicated to fostering lifelong relationships and prioritizing accessibility to support clients in achieving their financial goals and building a lasting legacy.Explore more
Popular SearchesBuilding Financial Solutions Incbuildingfinancialsolutions.comAdvisor LaunchpadWww BuildingfinancialsolutionsSIC Code 62,628NAICS Code 52,523Show more

Building Financial Solutions Org Chart

MB
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Chief Executive Officer & President

PhoneEmail
DB
United States flag for contact location.

Director, Client Relations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Building Financial Soluti...

<$5M
1-10
Private
-
-
MB
Matthew BotkinCEO & President
<$5M
1-10
Private
-
1997
WD
William DahleFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
<$5M
2014
FM
Fernando MaisonaveManaging Director
<$5M
1-10
Private
<$5M
2001
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
RN
Renay NeillyManager, Wealth
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Building Financial Solutions Tech Stack

A closer look at the technologies used by Building Financial Solutions

Top Finance Companies

Frequently Asked Questions Regarding Building Financial Solutions

What is Building Financial Solutions's official website?
Building Financial Solutions's official website is www.buildingfinancialsolutions.com
What is Building Financial Solutions's Revenue?
Building Financial Solutions's revenue is <$5 Million
What is Building Financial Solutions's SIC code?
Building Financial Solutions's SIC: 62,628
What is Building Financial Solutions's NAICS code?
Building Financial Solutions's NAICS: 52,523
How many employees does Building Financial Solutions have?
Building Financial Solutions has 1-10 employees
What industry does Building Financial Solutions belong to?
Building Financial Solutions is in the industry of: Finance, Securities Trading
What is Building Financial Solutions competition?
Building Financial Solutions top competitors include: River Rock Financial, John Lawler, Neilly Financial Services, Dahle's Financial Services
What technology does Building Financial Solutions use?
Some of the popular technologies that Building Financial Solutions uses are: AppRiver, Microsoft 365, GoDaddy DNS, Amazon Web Hosting
How do I contact Building Financial Solutions?
Building Financial Solutions contact info: Phone number: (954) 771-0100 Website: www.buildingfinancialsolutions.com
What does Building Financial Solutions do?

Building Financial Solutions is an independent wealth, estate, and tax planning firm that specializes in providing fiduciary financial and wealth management services for business owners and retirees. Led by a team of professionals including a CFP®, CPA, and Attorney, the firm focuses on creating tailored strategies to help clients navigate their fi... nancial journeys with clarity and confidence. Their comprehensive services encompass wealth management, estate planning, and tax strategies, ensuring personalized guidance for individuals, families, and businesses. The firm is dedicated to fostering lifelong relationships and prioritizing accessibility to support clients in achieving their financial goals and building a lasting legacy.Read More

Is Building Financial Solutions a public company?
Building Financial Solutions is private company therefore does not currently have an official ticker symbol
See more information about Building Financial Solutions

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