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.
Company Details
Bfg Financial Advisors Questions
Bfg Financial Advisors's helpline number is +1-410-252-4555
Bfg Financial Advisors's website is bfgfa.com
Bfg Financial Advisors's LinkedIn profile is https://www.linkedin.com/company/bfgfa
Bfg Financial Advisors has
27 employees.
View email and phone details for 27
employees at Bfg Financial Advisors.
Bfg Financial Advisors's industry is
Financial Services
Bfg Financial Advisors's top competitors are
Blue Point Investment Management,
Brown Advisory,
Greenspring Associates,
Greenspring Advisors,
Bfg Financial Services,
Kestra Financial,
Harborside Group,
K Street Capital,
Chesapeake Search Partners,
Bfg - Brooklyn Financial Group.
Bfg Financial Advisors's support email address is info@bfgfa.com
Bfg Financial Advisors's categories are Financial Services
Bfg Financial Advisors's founding year is 2003
