About Bard Financial Services
Bard Financial Services is a Financial Services company based in Branford (United States) founded in 1989. Full-service firm providing investment advice, newsletters, and financial calculators. It operates on a B2C and Investment Advisory model. The company has 5 employees. Bard Financial Services offers products and services including Investment Advisory, Newsletters, and Calculators. Its focus areas include FinTech, Investment Tech, Financial Advisory and Investment Services. Its legal entity is BARD FINANCIAL SERVICES, INC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Bard Financial Services, Inc. is a full-service investment advisory firm based in Branford, Connecticut, USA. It helps clients achieve financial goals through knowledgeable and objective advice, including newsletters on wealth management and online calculators for retirement and education planning. The firm serves individuals in specific states, focusing on opportunities and pitfalls in investments while complying with regulations.
- Headquarters Branford, United States
- Employees 5
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website bardfinancial.com
- Legal Name Bard Financial Services, Inc.
- Employee Count5
Products & Services of Bard Financial Services
Bard Financial Services offers a comprehensive portfolio of products and services, including Investment Advisory, Newsletters, and Calculators.
Offers advice on investments and financial planning
Provides updates on wealth and market trends
Tools for estimating retirement and college costs
Competitors of Bard Financial Services
Bard Financial Services has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Bard Financial Services
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Top companies in Investment Banks
3 companies that operate in the same segment as Bard Financial Services (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Related news about Bard Financial Services
Complete news archive for Bard Financial Services
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Frequently Asked Questions about Bard Financial Services
Bard Financial Services was founded in 1989.
Bard Financial Services is headquartered in Branford, United States. It is registered at Branford, Connecticut, United States.
Bard Financial Services has 5 employees.
Bard Financial Services, Inc. is a full-service investment advisory firm based in Branford, Connecticut, USA. It helps clients achieve financial goals through knowledgeable and objective advice, including newsletters on wealth management and online calculators for retirement and education planning. The firm serves individuals in specific states, focusing on opportunities and pitfalls in investments while complying with regulations.
Bard Financial Services's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Bard Financial Services offers Investment Advisory, Newsletters, and Calculators.
Bard Financial Services operates through Bard Financial Services, Inc..