BFS Financial Inc. 3001 N. Rocky Point Drive, E. - Suite 200 Category: Financial Services
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Company representatives
Phone: 800-650-6244
Email: moc.cnilaicnanifsfb@byrrej
Jerry Boyette, AAMS, President
About BFS Financial Inc.
BFS Financial is a 3rd Party Marketer of financial products & offers Capital Raise services. Securities through 1st Union Sec. Member FINRA &am
BFS Financial Inc. is a third party marketer of financial products and a source for raising capital via investment banking. We distribute financial products through various channels, including RIAs, Independent Broker Dealers, Family Offices, Independent Insurance Agents, Banks, Wirehouse Broker Dealers & Institutions. As a third party marketer, we wholesale annuities, mutual funds, hedge funds, private equity funds, alternative investments (such as Private REITs, 1031 TICs and Limited Partnerships) and other financial products. Our Investment Banking division has strategic alliances globally to assist with capital raises for investors, businesses, etc. Capital Raise services are available for qualified clients with funding requirements ranging from $1mm to $400mm.
Products and Services
- Distribution Svcs - Financial Products
- Wholesaling Svcs - Financial Products
- Capital Raise Services - $1 MM - $400MM
Opening Hours
"We are open Monday through Friday. Call for holiday hours. Please visit our website for more information. Visit our "Contact Us" webpage to send emails messages.
- SundayCLOSED
- Monday8:30 AM to 5:00 PM
- Tuesday8:30 AM to 5:00 PM
- Wednesday8:30 AM to 5:00 PM
- Thursday8:30 AM to 5:00 PM
- Friday8:30 AM to 4:00 PM
- SaturdayCLOSED
Business categories
- Investment Bankers
Location Type
Headquarters
Revenue
$3,500,000 - $3,750,000
Employees
5 to 9
Years In Business
26
Brands
- Mutual Fund Distribution
- Alternative Products Distribution
- Capital Raise Services ($1MM - $400MM)
Additional information
We have raised in excess of $2 Billion in our Financial Products Distribution Division & Capital Raise Division.
Rating
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