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.
View Top Employees from Benefit Financial Services Group (BFSG)Website | http://www.bfsg.com |
Revenue | $10 million |
Employees | 32 (32 on RocketReach) |
Founded | 1991 |
Address | 2040 Main Street Suite 720, Irvine, California 92614, US |
Phone | (949) 955-2552 |
Technologies |
JavaScript,
HTML,
PHP
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Industry | Investment Management, Finance General, Investment Consulting, Finance, Fiduciary Compliance Consulting, Committee Chartering, Plan Conversion, Vendor Search and Selection, Discretionary Fiduciary Services, Participant Education and Communication, Plan Cost & Fiduciary Evaluation, Wealth Management |
Web Rank | 24 Million |
Keywords | Munoz Financial Group Los Angeles |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular Benefit Financial Services Group (BFSG) employee's phone or email?
The Benefit Financial Services Group (BFSG) annual revenue was $10 million in 2024.
Patrick Powers is the Managing Director of Benefit Financial Services Group (BFSG).
32 people are employed at Benefit Financial Services Group (BFSG).
Benefit Financial Services Group (BFSG) is based in Irvine, California.
The NAICS codes for Benefit Financial Services Group (BFSG) are [523, 52393, 52, 5239].
The SIC codes for Benefit Financial Services Group (BFSG) are [62, 628].