Benefit Financial Services Group (BFSG) Email Formats
Investment Management • 
Irvine, California, United States • 21-50 Employees
Benefit Financial Services Group (BFSG) Email Formats
Benefit Financial Services Group (BFSG) uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@bfsg.com), used 38.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bfsg.com | 61.6% |
{first name}{last name} | johndoe@bfsg.net | 30.8% |
Key Contacts at Benefit Financial Services Group (BFSG)
Paul Horn
Director Of Financial Planning
Mark L. Blom
Managing Director / Sr Wealth Manager
Patrick D. Powers
Managing Director
Company overview
| Headquarters | 2040 Main Street, Suite 720, Irvine, CA 92614, US |
| Phone number | +16029978882 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Wealth Management, Investment Consulting, Discretionary Fiduciary Services, Committee Chartering, Fiduciary Compliance Consulting, Participant Education And Communication, Plan Conversion, Plan Cost & Fiduciary Evaluation, Vendor Search And Selection |
| Founded | 1991 |
| Employees | 21-50 |
| Socials |
About Benefit Financial Services Group (BFSG)
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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Benefit Financial Services Group (BFSG) has 21 employees across 3 departments.
Departments
Number of employees
Funding Data
Benefit Financial Services Group (BFSG) has never raised funding before.
Benefit Financial Services Group (BFSG) Tech Stack
Discover the technologies and tools that power Benefit Financial Services Group (BFSG)'s digital infrastructure, from frameworks to analytics platforms.
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CDN
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France
Czechia
Frequently asked questions
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