Bluestone Financial Advisors, LLC Company Profile, Contacts & Intelligence

Financial Services7910 Woodmont Avenue4 employees
3 contacts with email or phone data3 with email data1 with phone data
View verified contacts Compare competitors
Employees
4
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 3 visible contacts
Departments
1
Mapped contact coverage

Bluestone Financial Advisors, LLC Overview

Entrepreneurs tackle tough problems and drive innovation and create jobs. Yet they're both the most underserved segment in financial advice. WHY? Because the financial advice industry wasn't designed for business builders. As a result, many entrepreneurs have disconnected financial lives; they get siloed advice and their assets lack purpose. Bluestone simplifies the lives of entrepreneurs by enabling financial clarity. We work best with entrepreneurs who are skeptical of the financial industry, who are long term business builders, and who recognize that complexity impedes potential; entrepreneurs who take bold action when the right opportunity presents itself. Our advisory services span cash management, investments, insurance, estate planning, real estate, business and health resources. Strategies employed are unique to each client because they are based on the fundamental truths of each client. Bluestone is not for everybody. We purposefully limit our roster of entrepreneur clients to those who value our retainer-based compensation model and the positive contribution we make to their success. https://www.bfa-llc.com/disclosures

Headquarters
7910 Woodmont Avenue
Website
bfa-llc.com
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Investments Insurance Estate Planning Financial Planning Securities Health & Wellbeing Resource Management Entrepreneurship Real Estate

Bluestone Financial Advisors, LLC Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 1 with phone data in the visible sample.
1 department represented
Visible contacts with email or phone data are mapped to these departments.
1 company-domain email
Visible contacts using Bluestone Financial Advisors, LLC's company email domain.
Executive
1

Bluestone Financial Advisors, LLC People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

A
Andrew Cosgrove
President at Bluestone Financial Advisors
EP
N
Nancy Yee
Client Relationship & Director of Operations at Bluestone Financial Advisors, Llc
E
G
Gwen Mcconnell
Group Fitness Instructor at Ymca
E

Bluestone Financial Advisors, LLC Workforce Composition

Seniority breakdown across 3 visible profiles.

Executive
1
Director
1
Individual contributor
1

Compare Similar Companies to Bluestone Financial Advisors, LLC

Explore companies in related markets and compare their industry and employee estimates.

Company Industry / match Employee estimate Page
Semrush Software Development 2.27K View company
BlueStone Advisors Financial Services 26 View company
Cannon Wealth Management Financial Services 9 View company
Blueprint Financial Advisors Financial Services 6 View company
Brooks, Moore & Associates, Inc. Financial Services 5 View company
Bluestone Advisors LLC Financial Services 2 View company