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Benefit Financial Services Group (BFSG) logo

Benefit Financial Services Group (BFSG) Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

BFSG operates in the investment management sector from Irvine and Phoenix, describing itself as a smaller regional advisory practice. The firm notes that it does not guarantee investment results and that information from unaffiliated third parties linked on its website is provided for convenience and is not guaranteed to be accurate, timely, or relevant.

Find Benefit Financial Services Group (BFSG) employees' phone numbers or email addresses

Benefit Financial Services Group (BFSG) Global Highlights

Location
Employees

North America
51

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  • United States Of America
    51

Africa
1

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  • South Africa
    1

Asia
1

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  • India
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Benefit Financial Services Group (BFSG)'s Leadership

  • Stylized image of a person
    L. S.
    Director, Financial Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. F.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. R.
    Senior Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Senior Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    I. T.
    Investment Research Analyst Retirement Plan Consultant
    Phone icon
    Mobile Phone

Benefit Financial Services Group (BFSG) Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Information Technology
  • Accounting
  • Administrative
  • Other
  • Consultant
  • Legal

Contact profiles from Benefit Financial Services Group (BFSG)

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. S.
    Director, Financial Planning
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    C. F.
    Manager
    Phone icon
    Mobile Phone
    Sep 17, 2024
  • Stylized image of a person
    N. R.
    Senior Operations Manager
    Phone icon
    Mobile Phone
    Feb 26, 2024
  • Stylized image of a person
    M. B.
    Senior Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    I. T.
    Investment Research Analyst Retirement Plan Consultant
    Phone icon
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Benefit Financial Services Group (BFSG) known for?

Minus sign iconPlus sign iconBenefit Financial Services Group (BFSG) was founded in 1991 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-949-955-****
. Explore Benefit Financial Services Group (BFSG)'s company overview page for more information.

What is Benefit Financial Services Group (BFSG)'s most common email format?

Minus sign iconPlus sign iconBenefit Financial Services Group (BFSG) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Benefit Financial Services Group (BFSG) email formats with LeadIQ.

How many employees does Benefit Financial Services Group (BFSG) have currently?

Minus sign iconPlus sign iconBenefit Financial Services Group (BFSG) has approximately 30 employees as of July 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

Who are Benefit Financial Services Group (BFSG)'s key employees and leadership?

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As of July 2026, Benefit Financial Services Group (BFSG)'s key employees include:

  • Director, Financial Planning: L. S.
  • Manager: C. F.
  • Senior Operations Manager: N. R.
  • Senior Wealth Advisor: M. B.
  • Investment Research Analyst Retirement Plan Consultant: I. T.

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