SE Bohan Financial Group

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

34 York St Ste 1, Guilford, Connecticut,...

Phone Number

(203) 458-0051

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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About SE Bohan Financial Group

S.E. Bohan Financial Group, LLC is an independently owned financial services company based in Guilford, Connecticut, providing customized financial solutions, insurance protection, and wealth management since 1989. The firm serves individuals, families, health professionals, and small business owners, focusing on helping clients achieve their long and short-term life goals through sound financial advice. They offer a range of services including retirement planning, estate management, investment strategies, and tax efficiency. With a commitment to education and open communication, S.E. Bohan Financial Group aims to demystify finance and provide objective guidance to clients across Connecticut and beyond.Explore more
Popular SearchesSE Bohan Financial Group LLCBohan Stephen E & AssociatesStephen E Bohan LLCBohan Financial GroupSE Bohan Financial GroupSIC Code 62,628NAICS Code 52,523Show more

SE Bohan Financial Group Org Chart

PhoneEmail
JM
United States flag for contact location.

Partner and Co-President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SE Bohan Financial Group

<$5M
1-10
Private
-
2000
JM
Joseph MakPartner and Co-President
$5.2M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
-
KB
Kurt BritnellFinancial Professional
<$5M
1-10
Private
-
2018
SB
Stuart BakerRegistered Representative
<$5M
1-10
Private
-
2007
DM
Dennis McMillinMcm Investor Services Owner
<$5M
1-10
Private
-
2014
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

SE Bohan Financial Group Tech Stack

A closer look at the technologies used by SE Bohan Financial Group

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Frequently Asked Questions Regarding SE Bohan Financial Group

What is SE Bohan Financial Group's official website?
SE Bohan Financial Group's official website is www.stevebohan.com
What is SE Bohan Financial Group's Revenue?
SE Bohan Financial Group's revenue is <$5 Million
What is SE Bohan Financial Group's SIC code?
SE Bohan Financial Group's SIC: 62,628
What is SE Bohan Financial Group's NAICS code?
SE Bohan Financial Group's NAICS: 52,523
How many employees does SE Bohan Financial Group have?
SE Bohan Financial Group has 1-10 employees
What industry does SE Bohan Financial Group belong to?
SE Bohan Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is SE Bohan Financial Group competition?
SE Bohan Financial Group top competitors include: Security Financial Advisors, Interactive Data Managed Solutions, MCM Investor Services, Jeff Lorenz Financial Services
What technology does SE Bohan Financial Group use?
Some of the popular technologies that SE Bohan Financial Group uses are: Cloudflare Website Optimization, Enom DNS Hosting, Google Tag Manager, Font Awesome
How do I contact SE Bohan Financial Group?
SE Bohan Financial Group contact info: Phone number: (203) 458-0051 Website: www.stevebohan.com
What does SE Bohan Financial Group do?

S.E. Bohan Financial Group, LLC is an independently owned financial services company based in Guilford, Connecticut, providing customized financial solutions, insurance protection, and wealth management since 1989. The firm serves individuals, families, health professionals, and small business owners, focusing on helping clients achieve their long... and short-term life goals through sound financial advice. They offer a range of services including retirement planning, estate management, investment strategies, and tax efficiency. With a commitment to education and open communication, S.E. Bohan Financial Group aims to demystify finance and provide objective guidance to clients across Connecticut and beyond.Read More

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

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