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VerifiedFinancial Services· Founded 2003

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 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.

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HeadquartersTimonium, United StatesEmployees29(11 to 50)Annual revenue$1M to <$10MFounded year2003Websitebfgfa.comLinkedIn profileLinkedIn

Verified contacts

23

available on Kipplo

LinkedIn employees

29

11 to 50 range

Open roles

no listings

Distinct roles

18

indexed titles

Tech stack

3

tools in use

Monthly traffic

118

organic / mo

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Decision-makers and verified team members

23 contacts with verified email or phone · masked until revealed.

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Top roles at Bfg Financial Advisors

18 distinct titles indexed · top 10 shown.

  • 3advisor
  • 2client relations associate
  • 2client services associate
  • 2senior client service associate
  • 1,,
  • 1,,,
  • 1- &
  • 1associate
  • 1chair of the investment committee
  • 1chief investment officer
  • +8more titles

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