Birch Financial Group

Financial Services • Keene, New Hampshire, United States • 1-10 Employees

Company overview

Headquarters	149 Emerald St, Suite M2/M3, Keene, New Hampshire 03431, US
Phone number	+16033383838
Website	birchfinancialgroup.com
NAICS	52
Keywords	Tax Planning, Financial Planning, Investment Management, Retirement Income Planning, Liability Management
Founded	2024
Employees	1-10
Socials

Key Contact at Birch Financial Group

Liana Poodiack

Co-Founder

Birch Financial Group Email Formats

Birch Financial Group uses 2 email formats. The most common is {first name} (e.g., john@birchfinancialgroup.com), used 66.7% of the time.

Format	Example	Percentage
{first name}	john@birchfinancialgroup.com	66.7%
{first initial}	j@birchfinancialgroup.com	33.3%

About Birch Financial Group

Birch Financial Group specializes in full-service financial planning for busy professionals in New Hampshire and beyond. Our personalized strategies are designed to evolve with you, providing down-to-earth advice and clear financial guidance. Whether you're planning for retirement, real estate, or education funding, we create custom solutions aligned with your entire life's goals. Let us handle the details, so you can focus on what matters most to you.

Birch Financial Group revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Birch Financial Group has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Birch Financial Group has never raised funding before.

Birch Financial Group Tech Stack

Discover the technologies and tools that power Birch Financial Group's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Performance

Kadence WP Kadence

WordPress themes

Google Maps

Maps

Cloudflare

CDN

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Gutenberg

Editors

Google Analytics

Analytics

YouTube

Video players

Yoast SEO

SEO

Google Workspace

Frequently asked questions

Birch Financial Group is located in Keene, New Hampshire, US.

You can reach Birch Financial Group at +16033383838.

Birch Financial Group was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Birch Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Birch Financial Group

Liana Poodiack

Co-Founder

4.8

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