Business Financial Strategies

  • Financial Services
  • Coralville IA
  • 3 employees
  • Financial Services
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Company Overview

Headquarters
2771 Oakdale Blvd, Ste. #3, Coralville IA
Website
bf-strategies.com
Phone
(319) 358-7700
Employees
3
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Business Financial Strategies

Business Financial Strategies is a financial planning firm based in Coralville, Iowa. The company employs 3 people and generates over $10,000 in annual revenue. Business Financial Strategies specializes in providing comprehensive financial services to individuals seeking a holistic approach to managing their finances. They offer a range of services including financial planning, investment management, insurance, tax planning, and estate planning strategies. The company differentiates itself by acting as a "concierge" for their clients' financial needs, taking a proactive approach to help clients achieve their financial goals. Their team of financial professionals combines diverse expertise to create fully integrated plans tailored to each client's individual circumstances. Clients interested in learning more about Business Financial Strategies can visit their website at bf-strategies.com. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc. , a broker/dealer, member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Business & Financial Strategies and Cambridge are not affiliated.

Company Leadership

Stacie Bedford

Director Of Client Services

Phone Email

Business Financial Strategies Industry Tags

Financial Planning
Retirement Plans
Executive Bonus Plans
Group Health
Insurance Planning
Investment Planning
Business Development Planning
Estate Planning Analysis
Tax Planning Strategies
Family Wealth Counseling
Retirement Income Analysis
Financial Services
Financial Advisory Services
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10M 35 Dallas, TX 1961
10M 23 San Francisco, CA
10M 1 Miami Beach, FL
10M 7 Burr Ridge, IL 2012
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FAQ

What is the location of Business Financial Strategies's headquarters?
The headquarters of Business Financial Strategies are situated at 2771 Oakdale Blvd, Ste. #3, Coralville IA
What is Business Financial Strategies's phone number?
Business Financial Strategies's contact number is (319) 358-7700.
What is Business Financial Strategies's official website?
The official website of Business Financial Strategies can be found at bf-strategies.com.
What is Business Financial Strategies's current revenue?
As of October 2016, Business Financial Strategies's annual revenue reached $10B.
How many employees does Business Financial Strategies currently have?
Business Financial Strategies employs approximately 3+ people as of October 2016
Which industries is Business Financial Strategies primarily operating in?
Business Financial Strategies operates in the following industries: Finance, Credit
Who is the Director Of Client Services of Business Financial Strategies?
Business Financial Strategies's Director Of Client Services is Stacie Bedford
What are Business Financial Strategies's industry tags?
Business Financial Strategies's industry tags include: Financial Planning, Retirement Plans, Executive Bonus Plans

Employee Directory

Key Employees

Jim Burton

President

Phone Email

Jeff Pacha

Partner, Financial Advisor

Phone Email

Sam Zoske

Director of M&A

Phone Email