Our business model which is built upon a values based philosophy & uncompromising ethical standards has been servicing clients for approximately 30 years. We take the time to understand your needs and strive to surpass your expectations with accurate & personalized service. We employ some of the most sophisticated investment advisory services and help you select from among the thousands of investment choices that are well suited for your individual circumstances.
When you become one of our clients, you're forming a partnership with a Certified Financial Planner™ professional who understands your needs. You can expect to enjoy a relationship with an independent Certified Financial Planner™ professional who is always close at hand to offer guidance and advice based on his experience in the field. Jerry takes a personal interest in every client he represents, always looking to build a solid relationship you can trust.
In order to facilitate this attitude, Jerry has affiliated with one of the leading independent broker-dealers as a Branch Manager to access their high level of support and leading edge technology, resulting in more time spent directly with you.
See our website for our disclosures: http://www.bodafinancial.com/
(scroll to the bottom of the page: for active link see Linked In contact information)
Company Details
- Employees
- 4
- Founded
- -
- Address
- Flower Mound, Us
- Phone
- +1-972-355-4411
- je****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- bodafinancial.com
- Keywords
- Investment Management, Financial Planning, Insurance Analysis, Estate Planning, Refinance Analysis.
- HQ
- Flower Mound
Boda Financial Group, Inc. Questions
Boda Financial Group, Inc.'s helpline number is +1-972-355-4411
Boda Financial Group, Inc.'s website is bodafinancial.com
Boda Financial Group, Inc.'s LinkedIn profile is https://www.linkedin.com/company/boda-financial-group-inc-
Boda Financial Group, Inc. has
4 employees.
View email and phone details for 4
employees at Boda Financial Group, Inc..
Boda Financial Group, Inc.'s industry is
Financial Services
Boda Financial Group, Inc.'s top competitors are
Zurich Insurance,
Parima,
Cain Watters & Associates,
J.b.boda Group,
Pinc Insurance,
Micro1,
Nr Consulting,
Betterplace.
Boda Financial Group, Inc.'s support email address is jerry@bodafinancial.com
Boda Financial Group, Inc.'s categories are Financial Services
Boda Financial Group, Inc.'s founding year is 1984
