BFG Financial Advisors

  • Financial Services
  • Timonium MD
  • 27 employees
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Company Overview

Headquarters
16 Greenmeadow Drive Suite 201, Timonium MD
Website
bfgfa.com
Phone
(410) 252-4555
Employees
27
Founded in
2003
Industry
Financial Services
NAICS Code
NAICS Code 52393 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$4B

Total Funding Amount

$150,000M

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Who is BFG Financial Advisors

BFG Financial Advisors is an independent financial advising firm located in Timonium, Maryland. Serving families across the United States, the firm boasts 27 employees and generates approximately $4 million in annual revenue. They specialize in providing personalized financial planning and wealth management services to clients. BFG Financial Advisors offers holistic financial advice covering a wide range of areas. These include investing and saving, tax planning, insurance, and coordination of every aspect of their clients' financial lives. They emphasize a team approach, involving specialists in different areas as needed to create comprehensive financial plans tailored to each client's unique needs and goals. Their ideal clientele consists of multi-generational families, individuals, and couples seeking assistance in navigating their complex financial landscapes. These clients often juggle demanding careers, business ownership, educational responsibilities, and family commitments. Clients interested in learning more can contact BFG Financial Advisors for further information and assistance.

Company Leadership

Ralph Loretta

Member of the Board of Advisors

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Claudia Glover

Chair of the Investment Committee

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BFG Financial Advisors Industry Tags

Comprehensive Financial Planning
Wealth Management
Retirement Planning
Estate Planning
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BFG Financial Advisors Tech Stack

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FAQ

What is the location of BFG Financial Advisors's headquarters?
The headquarters of BFG Financial Advisors are situated at 16 Greenmeadow Drive Suite 201, Timonium MD
What is BFG Financial Advisors's phone number?
BFG Financial Advisors's contact number is (410) 252-4555.
What is BFG Financial Advisors's official website?
The official website of BFG Financial Advisors can be found at bfgfa.com.
What is BFG Financial Advisors's current revenue?
As of October 2019, BFG Financial Advisors's annual revenue reached $4B.
How many employees does BFG Financial Advisors currently have?
BFG Financial Advisors employs approximately 27+ people as of October 2019
Which industries is BFG Financial Advisors primarily operating in?
BFG Financial Advisors operates in the following industries: Credit, Finance
Who is the Member of the Board of Advisors of BFG Financial Advisors?
BFG Financial Advisors's Member of the Board of Advisors is Ralph Loretta
What are BFG Financial Advisors's industry tags?
BFG Financial Advisors's industry tags include: Comprehensive Financial Planning, Wealth Management, Retirement Planning
What is BFG Financial Advisors's total funding to date?
BFG Financial Advisors has secured $150,000M as of October 2019
When was BFG Financial Advisors founded?
BFG Financial Advisors was founded in 2003.

Employee Directory

Key Employees

Eric Brotman

Chief Executive Officer/Advisor

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Rebecca Hartnett

Investment Operations Associate

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Sara Lentz

Marketing Director

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