Bl Financial Group
BL|Financial is a group of capable and experienced financial professionals who focuses on working with Executives and Partners of Large accounting firms. The financial professionals that bare our name are carefully selected to uphold strict and sound financial practices for the support and service of our clients. Whether it’s developing a financial Strategy, creating a customized executive financial program, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward thinking, tax-efficient financial strategies. The keys to our firm’s success are our professional excellence, integrity and our constant pursuit of open communication and in-depth understanding of each of our clients’ unique financial needs. Our associates’ credentials, experience and principled approach that allow us to deliver on our promise of personalized service and provide and added level of comfort and confidence to our clients. BL|Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or its affiliates.
7-day free trial · no credit card
Verified contacts
5
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 5 verified contacts at Bl Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- KL
Kyle Lucas
Co President Founder · General Business & Management
EmailPhone - AM
Ariel Meredith
Vice President · General Business & Management
EmailPhone
Showing 2 of 5 verified contacts
Top roles at Bl Financial Group
5 distinct titles indexed · top 5 shown.
- 1assistant administrative
- 1call center customer service representative
- 1co president founder
- 1vice president
- 1web developer
Sign up to unlock all 5 contacts at Bl Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 5 verified contacts at Bl Financial Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.