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Bala Financial Group Inc Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Bala Financial Group Inc is an independent financial services firm based in Devon, Pennsylvania, offering tailored investment planning and financial strategies. Its client base includes professionals, growing families, and retirees seeking to achieve specific financial milestones. The firm emphasizes individualized approaches designed to help clients manage and pursue their long-range goals. Having operated for more than three decades, the firm provides comprehensive planning and adaptable strategies to support clients in reaching their financial objectives. It is positioned within the financial services sector as an independent adviser focused on tailored guidance rather than one-size-fits-all solutions.

Find Bala Financial Group Inc employees' phone numbers or email addresses

Bala Financial Group Inc Global Highlights

Location
Employees

North America
33

Minus sign iconPlus sign icon
  • United States Of America
    33

Bala Financial Group Inc's Leadership

  • Administrator at Bala Financial Group Inc
    J. V.
    Administrator
    Mobile Phone
  • Financial Advisor at Bala Financial Group Inc
    M. S.
    Financial Advisor
    Mobile Phone
  • Sales Assistant at Bala Financial Group Inc
    P. M.
    Sales Assistant
    Mobile Phone

Bala Financial Group Inc Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Customer Success
  • Legal
  • Other
  • Banking

Contact profiles from Bala Financial Group Inc

Name
Title
Contact
Location
Last Update
  • Administrator at Bala Financial Group Inc
    J. V.
    Administrator
    Mobile Phone
    Apr 19, 2025
  • Financial Advisor at Bala Financial Group Inc
    M. S.
    Financial Advisor
    Mobile Phone
    Jun 08, 2026
  • Sales Assistant at Bala Financial Group Inc
    P. M.
    Sales Assistant
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Bala Financial Group Inc known for?

Minus sign iconPlus sign iconBala Financial Group Inc was founded in 1998 and operates in the Financial Services industry. Explore Bala Financial Group Inc's company overview page for more information.

What is Bala Financial Group Inc's most common email format?

Minus sign iconPlus sign iconBala Financial Group Inc employees' email format typically follows the pattern of FLast@balafinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Bala Financial Group Inc email formats with LeadIQ.

How many employees does Bala Financial Group Inc have currently?

Minus sign iconPlus sign iconBala Financial Group Inc has approximately 24 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Bala Financial Group Inc's key employees and leadership?

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As of September 2026, Bala Financial Group Inc's key employees include:

  • Administrator: J. V.
  • Financial Advisor: M. S.
  • Sales Assistant: P. M.

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