Benchmark Financial Wealth Advisors
Financial Services • 
Boca Raton, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 2351 NW Boca Raton Blvd, Boca Raton, FL 33431, US |
| Phone number | +15614162992 |
| Websites | |
| NAICS | 52 |
| Founded | 1999 |
| Employees | 1-10 |
| Socials |
Key Contacts at Benchmark Financial Wealth Advisors
Willard Schoch
Director Of Investments
Andrea Spridik
Director Of Operations
Benchmark Financial Wealth Advisors Email Formats
Benchmark Financial Wealth Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@bfllc.com), used 77.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bfllc.com | 77.8% |
{first name}{last name} | johndoe@bfllc.com | 22.2% |
About Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors is an independent advisory firm providing wealth guidance, investment management, financial planning and qualified retirement plan services. We counsel individuals, families and business owners on an ongoing basis by serving as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives. Investment Advisory Services offered through Benchmark Financial Wealth Advisors LLC, an SEC Registered Investment Advisor. Fixed insurance products offered through Benchmark Financial Insurance Advisors LLC. Benchmark Financial Wealth Advisors LLC and Benchmark Financial Insurance Advisors LLC are separate entities. Additional information about Benchmark Financial and our advisors is also available online at www.adviserinfo.sec.gov. Any opinions expressed on this website or any social media forum are the opinion or view of the author and these opinions are subject to change at any time without notice. The content is developed from sources believed to be providing accurate information. Any comments or postings are provided for informational purposes only and does not represent an offer of or a solicitation for advisory services or a recommendation. Readers should conduct their own review and exercise judgment prior to investing and should carefully consider their own investment objectives and not rely on any post, chart, graph or marketing piece to make a decision. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. Benchmark Financial is not a broker dealer and does not offer tax or legal advice. Please consult your tax or legal advisor for assistance regarding your individual situation.
Benchmark Financial Wealth Advisors revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Benchmark Financial Wealth Advisors has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Benchmark Financial Wealth Advisors has never raised funding before.
Benchmark Financial Wealth Advisors Tech Stack
Discover the technologies and tools that power Benchmark Financial Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
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Miscellaneous
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Analytics
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United Kingdom
United Arab Emirates
Frequently asked questions
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