Bala Financial Group
Finance · New Jersey, United States · 11-50 Employees
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Overview
Headquarters
1040 Kings Hwy N Ste 601, Cherry Hill, N...Phone Number
(856) 273-0800Website
www.balafinancial.comRevenue
$5.5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Bala Financial Group
Bala Financial Group is an independent financial services firm that has been providing tailored personal solutions for over 30 years. They specialize in retirement planning, insurance protection, and wealth management, aiming to help professionals, growing families, and retirees achieve their financial milestones. The firm emphasizes a team approach to offer reliable care and guidance, ensuring clients feel confident about their financial future. Their comprehensive investment planning and dynamic financial strategies are designed to meet the unique challenges faced by their clients.Explore more
Bala Financial Group Org Chart
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Financial Advisor
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Registered Representative
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Investment Financial Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
Bala Financial Group
$5.5M
11-50
Private
-
1987
WW
William WilkChief Financial Officer & Investment Financial Advisor
Company Profile Activity
Activity Insights
Bala Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Bala Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bala Financial Group.
Bala Financial Group Tech Stack
A closer look at the technologies used by Bala Financial Group
Most Recent Scoops
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to data storage and management.
Data Center, Storage, Database, Infrastructure, Data Management, Financial Planning, Data Warehousing, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to financial processes automation.
Automation, Financial Planning, Financial Systems, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to customer relationship management (CRM).
CRM, Financial Planning, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to budget creation and management.
Financial Planning, Business Finance, Finance, Financial Operations, Financial Strategy
Project
Data Management, Data Science, Financial Planning, Compliance, Finance, Financial Strategy
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Frequently Asked Questions Regarding Bala Financial Group
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Bala Financial Group is an independent financial services firm that has been providing tailored personal solutions for over 30 years. They specialize in retirement planning, insurance protection, and wealth management, aiming to help professionals, growing families, and retirees achieve their financial milestones. The firm emphasizes a team approac... Read More
