Insights

Clientele Reach Tailor outreach to midwestern retirement planning clients across Illinois and Missouri, highlighting retirement income planning, Social Security maximization, and tax planning as core value propositions.

Niche Positioning Position Belger as a boutique, client-focused advisor with a nationwide license footprint, offering legacy and estate planning to families seeking comprehensive retirement protection.

Digital Maturity Leverage their tech stack (Nuxt.js, Duda, Video.js) to propose modern, secure digital onboarding and client education experiences that enhance engagement and trust.

Compliance & Trust Emphasize BBB A+ rating and National Ethics Association approval to overcome typical advisory trust barriers; propose services that pair compliance with transparent fee structures.

Growth Levers Offer scalable partnerships, such as outsourced advisor support or white-label educational resources, to support Belger’s growth as they expand in multiple states and increase service offerings.

Belger Financial Group Tech Stack

Belger Financial Group uses 8 technology products and services including Open Graph, MySQL, Vue.js, and more. Explore Belger Financial Group's tech stack below.

Open Graph

Content Management System

MySQL

Database

Vue.js

Javascript Frameworks

jQuery

Javascript Libraries

Modernizr

Javascript Libraries

Video.js

Javascript Libraries

HighLevel

Marketing Automation

Autoptimize

Web Platform Extensions

Belger Financial Group Email Formats	Example	Percentage
FirstLast@safeharborfi.com	JohnDoe@safeharborfi.com	100%

Belger Financial Group Email Formats

Example

Percentage

FirstLast@safeharborfi.com

JohnDoe@safeharborfi.com

100%

Frequently Asked Questions

What is Belger Financial Group's phone number?

You can contact Belger Financial Group's main corporate office by phone at

+1-314-328-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Belger Financial Group's official website and social media links?

Belger Financial Group's official website is belgerfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Belger Financial Group generate?

As of July 2026, Belger Financial Group's annual revenue is estimated to be $1M - $10M.

What is Belger Financial Group's NAICS code?

Belger Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Belger Financial Group have currently?

As of July 2026, Belger Financial Group has approximately 1 employees across 1 continents, including North America. Key team members include President: G. B.. Explore Belger Financial Group's employee directory with LeadIQ.

What industry does Belger Financial Group belong to?

Belger Financial Group operates in the Financial Services industry.

What technology does Belger Financial Group use?

Belger Financial Group's tech stack includes Open GraphMySQLVue.jsjQueryModernizrVideo.jsHighLevelAutoptimize.

What is Belger Financial Group's email format?

Belger Financial Group's email format typically follows the pattern of FirstLast@safeharborfi.com. Find more Belger Financial Group email formats with LeadIQ.

When was Belger Financial Group founded?

Belger Financial Group was founded in 2014.

Belger Financial Group

Q: How many employees does Belger Financial Group have currently?

Belger Financial Group has approximately 1 employees.

Q: What technology does Belger Financial Group use?

Belger Financial Group's tech stack includes Yoast SEO, Lozad.js, Flickity, Duda, Tailwind CSS.

Q: What is Belger Financial Group's NAICS code?

Belger Financial Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesMissouri, United States0-1 Employees

Belger Financial Group is a small financial services firm based in Clayton, Missouri, serving clients across Illinois and Missouri with a focus on retirement planning. It emphasizes a client-centered approach and provides personalized strategies intended to protect and grow assets throughout the retirement journey. The firm offers a range of services, including retirement income planning, Social Security maximization, tax planning, legacy planning, and estate planning.

The company holds an A+ rating with the Better Business Bureau and is an Approved Member of the National Ethics Association, reflecting its alignment with professional standards. It maintains licenses in 11 states, highlighting its capacity to serve clients across multiple jurisdictions. The organization underscores ongoing education and growth as part of its service philosophy.

Insights

Similar companies to Belger Financial Group

AIG

MassMutual

Northwestern Mutual

Gene Bostic - State Farm Agent

MetLife

GEICO

Prudential Financial

Travelers

USAA

Allstate Insurance Company

Farmers Insurance

Progressive

Bureau of National Affairs (BNA)