BSA Wealth Advisors
Financial Services • 
North Kingstown, Rhode Island, United States • 1-10 Employees
Company overview
| Headquarters | 7 Main Street, 2nd Floor, North Kingstown, RI 02852, US |
| Phone number | +14015236622 |
| Website | |
| NAICS | 52 |
| Keywords | Managed Accounts, Disability Insurance, Retirement Planning, Life Insurance, Financial Planning, Estate Planning, Fixed Annuities, Variable Annuities, 401K Plans, Index Annuities, Roth Ira'S, 403B Plans, Traditional Ira'S, Advisory Accounts, Simple Ira'S, Medicare Advantage/Supplement Plans |
| Founded | 2004 |
| Employees | 1-10 |
Key Contact at BSA Wealth Advisors
Beren Anderson
Business Owner
BSA Wealth Advisors Email Formats
BSA Wealth Advisors uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@bsawealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@bsawealth.com | 100% |
About BSA Wealth Advisors
From focusing on independent and objective advice, BSA Wealth has earned its reputation over the past 20 years by providing clients the unbiased engagement that they deserve. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs. Beren Anderson is a registered representative of PlanMember Securities Corporation (PSEC) We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. Securities: RI, MA, CT, FL, NY Insurance: RI, MA, CT, FL, NY Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. BSA Wealth and PSEC are independently owned and operated. 6187 Carpinteria Ave., Carpinteria, CA 93013 (800) 874-6910
BSA Wealth Advisors 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
Funding Data
BSA Wealth Advisors has never raised funding before.
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