SB Financial Group
Financial Services • 
Morrisville, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 2000 Aerial Center Parkway, Suite 108, Morrisville, North Carolina 27560, US |
| Phone number | +19198197594 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Services |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Key Contact at SB Financial Group
Nate Brown
Owner, Financial Advisor
SB Financial Group Email Formats
SB Financial Group uses 1 email format. The most common is {first initial} (e.g., j@sbfgnc.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sbfgnc.com | 100% |
About SB Financial Group
SB Financial Group LLC (Firm) is an independent financial services firm that clears through Geneos Wealth Management as our Broker Dealer. At SB Financial Group, we inspire action plans toward financial freedom. We take time in our financial planning process to get to know your needs and desires, and we empower you to make decisions in your own best interest that improve your ability to attain your future goals. This process generally takes 3-4 meetings over the course of a month, through which we help plan for short, medium and long-term goals. Together we will also develop a thorough income and budget analysis and create an overall funding allocation for their plan. SB Financial Group, LLC works with you to create a beneficial plan and establish the foundation to help secure the future needs for your family. Securities and Investment Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.
SB Financial Group revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $1,429,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
SB Financial Group has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
SB Financial Group has never raised funding before.
SB Financial Group Tech Stack
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