Benefit Financial Services Group (BFSG)

Benefit Financial Services Group (BFSG)

Investment Management United States 34 employees
Employees
34
Contacts
3
Emails
3
Phones
2

Benefit Financial Services Group (BFSG) Overview

Headquarters
United States
Phone Number
Available in AeroLeads
Website
bfsg.com
Industry
Investment Management
Employees
34
Founded
1991
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Benefit Financial Services Group (BFSG)

Benefit Financial Services Group (BFSG) is an SEC registered investment adviser located in Irvine, CA and Phoenix, AZ. A copy of the BFSG's current written disclosures discussing our advisory services and fees continues to remain available upon request. BFSG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. BFSG's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BFSG's web site on the Internet should not be construed by any consumer and/or prospective client as BFSG's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BFSG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of BFSG's current written disclosure Brochure and Form CRS discussing BFSG's business operations, services, and fees is available on this web site and/or from BFSG upon written request. BFSG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BFSG’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if BFSG is engaged, or continues to be engaged, to provide investment advisory services.

Benefit Financial Services Group (BFSG) Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

Benefit Financial Services Group (BFSG) Org Chart

Sample employees and titles
Name Title Contact
Michael Allbee, Cfp® Principal - Bfsg, Llc. - Helping People
Email Phone
Brent Miller, Cfa
View
Aksana Muñoz, Qkc, Qka, Cpfa® Retirement Plan Advisor - Supporting
Email Phone
Scott Sollars, Cfp® Benefit Financial Services Group (Bfsg)
Email

Employees by Management Level

Individual contributor 8 profiles
Senior / Lead 3 profiles
Director 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 5 5 3
Finance 1 1 1
Sales 1 1 0

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