BFG Financial Advisors Overview
- Headquarters
- 16 Greenmeadow Drive
- Phone Number
- Available in AeroLeads
- Website
- bfgfa.com
- Industry
- Financial Services
- Employees
- 27
- Founded
- 2003
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About BFG Financial Advisors
BFG Financial Advisors is a firm of independent advisors whose Certified Financial Planner practitioners and professional staff provide highly personalized financial planning and wealth management services to families We offer holistic financial advice and help coordinate every detail of our clients' financial worlds, from investing and saving to tax planning and insurance issues. During our planning process we thoroughly evaluate every aspect of a client's finances, then work as a team - calling on specialists in key areas, as needed - to create a unique, coherent plan that addresses our client's needs and goals and helps prioritize and allocate resources to meet them. Our ideal clients are multi-generational families - individuals and couples whose very busy lives including balancing their careers as business owners and professionals in a variety of fields with educating children and grandchildren and caring for aging parents. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (www.finra.org/www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Brotman Financial Group, Inc. and BFG Financial Advisors are not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information,please contact our Compliance Department at 737-443-2582.
BFG Financial Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
BFG Financial Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kirby Ososki | Registered Service Client Associate | Lutherville-timonium, Maryland, United States |
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| Sara Lentz | Marketing Director at Bfg Financial Advisors | Lutherville-timonium, Maryland, United States |
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Phone
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| Eric Brotman | Chief Executive Officer/advisor at Bfg Financial Advisors, a Division of Brotman Financial Group | Washington Dc-baltimore Area, United States |
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Phone
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| Yanni Niebuhr, Cfp® | Chief Investment Officer at Bfg Financial Advisors | Lutherville-timonium, Maryland, United States |
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Employees by Management Level
Associate / junior
3 profiles
Executive
2 profiles
Senior / Lead
2 profiles
Individual contributor
2 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 4 | 4 | 4 |
| Executive | 2 | 2 | 1 |
| Finance | 1 | 1 | 1 |
| General | 1 | 1 | 1 |
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