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    B&C Financial Advisors

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    Description

    • We are B&C Financial Advisors, a registered investment advisory firm, managing assets for individuals, corporations, and trusts. Our portfolio managers have over 75 years of combined experience in the financial industry. Our firm constructs portfolios consisting of both stocks and bonds with an emphasis on preservation of capital, as well as providing consultations for financial and estate planning. Our goal is to earn your trust and confidence in our ability to satisfy your financial needs for many years to come. We welcome the opportunity to work with you to accomplish your financial goals.
    • location

      Headquarters:110 Professional Drive , Ponte Vedra Beach, Florida, United States

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    • B&C Financial Advisors phone

      Phone Number: +1 904-273-9850

    • B&C Financial Advisors website

      Website: https://www.bandcfinancial.com

    • B&C Financial Advisors employees

      Employees:10

    • B&C Financial Advisors revenue

      Revenue:$10 - 50M

    • B&C Financial Advisors legal name

      Legal Name:B&C Financial Advisors

    • B&C Financial Advisors's Social Media

      B&C Financial Advisors linkedin B&C Financial Advisors facebook B&C Financial Advisors twitter
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    Chief Investment Officer for B&C Financial Advisors

    Sean Guldi

    Chief Investment Officer

    Person level website visitor identification

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    View Employees

    Sean Guldi

    Chief Investment Officer

    Jacqueline Bos

    Chief Compliance Officer

    Thomas Ellis

    Executive Vice President And Partner

    Robin Phillips

    Client Relationship Manager

    Nisha Mathews

    Business Development Manager

    Frequently Asked Questions regarding B&C Financial Advisors

    • Where are B&C Financial Advisors's Headquarters?

      B&C Financial Advisors's Headquarters are in 110 Professional Drive ,Ponte Vedra Beach,Florida,United States

    • What is B&C Financial Advisors's phone number?

      B&C Financial Advisors's phone number is +1 904-273-9850

    • What is B&C Financial Advisors's official website?

      B&C Financial Advisors's official website is https://www.bandcfinancial.com

    • What is B&C Financial Advisors's Revenue?

      B&C Financial Advisors's revenue is $10 - 50M

    • What is B&C Financial Advisors's NAICS code?

      B&C Financial Advisors's NAICS code is 523110

    • How many employees are working in B&C Financial Advisors

      B&C Financial Advisors has 10 employees

    • What is B&C Financial Advisors's Industry?

      B&C Financial Advisors is in the industry of Investment Management

    • Who is B&C Financial Advisors's Chief Investment Officer?

      B&C Financial Advisors's Chief Investment Officer is Sean Guldi

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