B&C Financial Advisors

Investment Management • Ponte Vedra Beach, Florida, United States • 11-20 Employees

Company overview

Headquarters	110 Professional Drive, Ponte Vedra Beach, Florida 32082, US
Phone number	+19042739850
Website	bandcfinancial.com
NAICS	5231
SIC	628
Keywords	Retirement Planning, Portfolio Management, Investment Management, Capital Preservation, Asset Allocation Management
Founded	1995
Employees	11-20
Socials

Key Contact at B&C Financial Advisors

Thomas Ellis

Executive Vice President / Partner

B&C Financial Advisors Email Formats

B&C Financial Advisors uses 2 email formats. The most common is {first initial} (e.g., j@bandcfinancial.com), used 57.1% of the time.

Format	Example	Percentage
{first initial}	j@bandcfinancial.com	57.1%
{last name}	doe@bandcfinancial.com	42.9%

About B&C Financial Advisors

We are B&C Financial Advisors, a registered investment advisory firm, managing assets for individuals, corporations, and trusts. Our portfolio managers have over 75 years of combined experience in the financial industry. Our firm constructs portfolios consisting of both stocks and bonds with an emphasis on preservation of capital, as well as providing consultations for financial and estate planning. Our goal is to earn your trust and confidence in our ability to satisfy your financial needs for many years to come. We welcome the opportunity to work with you to accomplish your financial goals.

B&C Financial Advisors revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$3,300,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

C-Suite

Partner

Employees by Department

B&C Financial Advisors has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

B&C Financial Advisors has never raised funding before.

B&C Financial Advisors Tech Stack

Discover the technologies and tools that power B&C Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Performance

Cloudflare Bot Management

Security

Site Kit

Analytics

Kadence WP Kadence

WordPress themes

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

Calendly

Appointment scheduling

Frequently asked questions

B&C Financial Advisors is located in Ponte Vedra Beach, Florida, US.

You can reach B&C Financial Advisors at +19042739850.

B&C Financial Advisors was founded in 1995, making it 31 years old. The company has established itself as a significant player in its industry over this time.

B&C Financial Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at B&C Financial Advisors

Thomas Ellis

Executive Vice President / Partner

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