Company Overview
- Headquarters
- 2000 Aerial Center Parkway, Suite 112, Morrisville NC
- Website
- sbfgnc.com
- Phone
- (919) 819-7594
- Employees
- 6
- Founded in
- 2012
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is SB Financial Group
SB Financial Group LLC is an independent financial services firm based in Morrisville, North Carolina. The company, with six employees, is structured as a limited liability company (LLC) and generates an annual revenue of $2.5 million. SB Financial Group provides financial planning services to individuals and families. Their approach involves a personalized process that includes understanding clients' needs and goals, developing short, medium, and long-term plans, conducting income and budget analyses, and creating a tailored funding allocation strategy. The firm differentiates itself through its commitment to empowering clients to make informed decisions that align with their best interests. They emphasize building a strong foundation for clients' financial security and achieving their future aspirations. Clients can connect with SB Financial Group LLC by visiting their website at sbfgnc.com. Securities and Investment Advisory Services are offered through Geneos Wealth Management, Inc.
SB Financial Group Industry Tags
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |