Company intelligence
BFG Financial Advisors
Empowering families through financial planning.
About BFG Financial Advisors
BFG Financial Advisors is a firm of independent advisors whose Certified Financial Planner practitioners and professional staff provide highly personalized financial planning and wealth management services to families We offer holistic financial advice and help coordinate every detail of our clients' financial worlds, from investing and saving to tax planning and insurance issues. During our planning process we thoroughly evaluate every aspect of a client's finances, then work as a team - calling on specialists in key areas, as needed - to create a unique, coherent plan that addresses our client's needs and goals and helps prioritize and allocate resources to meet them. Our ideal clients are multi-generational families - individuals and couples whose very busy lives including balancing their careers as business owners and professionals in a variety of fields with educating children and grandchildren and caring for aging parents. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (www.finra.org/www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Brotman Financial Group, Inc. and BFG Financial Advisors are not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information,please contact our Compliance Department at 737-443-2582.
Verified activity
Signals from BFG Financial Advisors
5 published signals
People
BFG Financial Advisors employee Kobe Bolanos joined the Stevenson University Alumni Association Board.
Reported by BFG Financial Advisors
Operations & Supply
BFG Financial Advisors will close its office on Monday, September 7, in observance of Labor Day.
Reported by BFG Financial Advisors
Presence & Recognition
BFG Financial Advisors was named a finalist for the Thrivent Financial Award for Excellence in Philanthropy and Community Service.
Reported by Lena M. Nebel, CFP®, MSFS