Boda Financial Group, Inc.

Get Full Access

Description

  • Our business model which is built upon a values based philosophy & uncompromising ethical standards has been servicing clients for approximately 30 years. We take the time to understand your needs and strive to surpass your expectations with accurate & personalized service. We employ some of the most sophisticated investment advisory services and help you select from among the thousands of investment choices that are well suited for your individual circumstances.When you become one of our clients, you're forming a partnership with a Certified Financial Planner professional who understands your needs. You can expect to enjoy a relationship with an independent Certified Financial Planner professional who is always close at hand to offer guidance and advice based on his experience in the field. Jerry takes a personal interest in every client he represents, always looking to build a solid relationship you can trust.In order to facilitate this attitude, Jerry has affiliated with one of the leading independent broker-dealers as a Branch Manager to access their high level of support and leading edge technology, resulting in more time spent directly with you.See our website for our disclosures: http://www.bodafinancial.com/(scroll to the bottom of the page: for active link see Linked In contact information)
  • location

    Headquarters: , Flower Mound, Texas, United States

    More
  • Boda Financial Group, Inc. phone

    Phone Number: +1 972-355-4411

  • Boda Financial Group, Inc. website

    Website: https://www.bodafinancial.com

  • Boda Financial Group, Inc. employees

    Employees:1

  • Boda Financial Group, Inc. revenue

    Revenue:$0 - 1M

  • Boda Financial Group, Inc. legal name

    Legal Name:Boda Financial Group, Inc.

  • Boda Financial Group, Inc.'s Social Media

    Boda Financial Group, Inc. linkedin Boda Financial Group, Inc. facebook Boda Financial Group, Inc. twitter
  • done Is this data correct?
  • |  NAICS Code: 523110  |

    Show More
Person level website identification

President And Chief Financial Officer for Boda Financial Group, Inc.

Jerry Boda

President And Chief Financial Officer

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Jerry Boda

President And Chief Financial Officer

Mike Lemich

Vice President Of Operations

Laurynn Lochhead

Operations Manager

Frequently Asked Questions regarding Boda Financial Group, Inc.

  • What is Boda Financial Group, Inc.'s phone number?

    Boda Financial Group, Inc.'s phone number is +1 972-355-4411

  • What is Boda Financial Group, Inc.'s official website?

    Boda Financial Group, Inc.'s official website is https://www.bodafinancial.com

  • What is Boda Financial Group, Inc.'s Revenue?

    Boda Financial Group, Inc.'s revenue is $0 - 1M

  • What is Boda Financial Group, Inc.'s NAICS code?

    Boda Financial Group, Inc.'s NAICS code is 523110

  • How many employees are working in Boda Financial Group, Inc.

    Boda Financial Group, Inc. has 1 employees

  • What is Boda Financial Group, Inc.'s Industry?

    Boda Financial Group, Inc. is in the industry of Financial Services

  • Who is Boda Financial Group, Inc.'s President And Chief Financial Officer?

    Boda Financial Group, Inc.'s President And Chief Financial Officer is Jerry Boda

  • Who is Boda Financial Group, Inc.'s Vice President Of Operations?

    Boda Financial Group, Inc.'s Vice President Of Operations is Mike Lemich

Company Directory