Insights

Focused Client Base Bloomfield Hills Financial primarily serves individual investors, executives, and business owners, presenting opportunities to offer tailored financial planning solutions, premium investment products, and personalized advisory services to high-net-worth clients seeking preservation of purchasing power.

Recent Acquisition Expansion Having acquired firms like Michael Dallas Retirement Solutions and being acquired itself by SageView Advisory Group, the company demonstrates growth through strategic mergers, suggesting potential for collaborative investment solutions and expanded service offerings to existing and new clients.

Technology Utilization Utilizing modern platforms including Drupal, social media, and secure web technologies, Bloomfield Hills Financial values digital engagement, providing an opening to introduce advanced fintech tools, online advisory platforms, or digital marketing services to enhance their client experience.

Market Position & Revenue With a mid-range revenue of $10 million to $25 million and comparable staffing levels to other firms in the industry, there is potential to develop scalable financial products, strategic partnerships, or back-office solutions to support expansion and increased asset management.

Key Personnel & Leadership The firm’s focus on leadership hires like managing directors and partners signals a commitment to professional growth, creating opportunities for executive training programs, leadership development, or targeted recruitment services to strengthen their team and client trust.

Bloomfield Hills Financial Tech Stack

Bloomfield Hills Financial uses 8 technology products and services including Drupal, jQuery, Lightbox, and more. Explore Bloomfield Hills Financial's tech stack below.

  • Drupal
    Content Management System
  • jQuery
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • LinkedIn
    Online Community Software
  • Bootstrap
    UI Frameworks
  • Nginx
    Web Servers
  • Facebook
    Widgets
  • Twitter
    Widgets

Bloomfield Hills Financial's Email Address Formats

Bloomfield Hills Financial uses at least 1 format(s):
Bloomfield Hills Financial Email FormatsExamplePercentage
FLast@bloomfieldhillsfinancial.comJDoe@bloomfieldhillsfinancial.com
47%
FirstLast@bloomfieldhillsfinancial.comJohnDoe@bloomfieldhillsfinancial.com
3%
FLast@bloomfieldhillsfinancial.comJDoe@bloomfieldhillsfinancial.com
47%
FirstLast@bloomfieldhillsfinancial.comJohnDoe@bloomfieldhillsfinancial.com
3%

Frequently Asked Questions

Where is Bloomfield Hills Financial's headquarters located?

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Bloomfield Hills Financial's main headquarters is located at 35980 Woodward Avenue, Suite 300. The company has employees across 1 continents, including North America.

What is Bloomfield Hills Financial's phone number?

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You can contact Bloomfield Hills Financial's main corporate office by phone at . 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 Bloomfield Hills Financial's official website and social media links?

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Bloomfield Hills Financial's official website is bloomfieldhillsfinancial.com and has social profiles on LinkedIn.

What is Bloomfield Hills Financial's NAICS code?

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Bloomfield Hills Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Bloomfield Hills Financial have currently?

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As of December 2025, Bloomfield Hills Financial has approximately 27 employees across 1 continents, including North America. Key team members include Founder & Chief Executive Officer: K. D.Partner: E. M.Vice President: E. M.. Explore Bloomfield Hills Financial's employee directory with LeadIQ.

What industry does Bloomfield Hills Financial belong to?

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Bloomfield Hills Financial operates in the Financial Services industry.

What technology does Bloomfield Hills Financial use?

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Bloomfield Hills Financial's tech stack includes DrupaljQueryLightboxLinkedInBootstrapNginxFacebookTwitter.

What is Bloomfield Hills Financial's email format?

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Bloomfield Hills Financial's email format typically follows the pattern of FLast@bloomfieldhillsfinancial.com. Find more Bloomfield Hills Financial email formats with LeadIQ.

When was Bloomfield Hills Financial founded?

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Bloomfield Hills Financial was founded in 1999.

Bloomfield Hills Financial

Financial ServicesMichigan, United States11-50 Employees

In today's complex economic environment, a major difference between making money and keeping money is knowledge. Investment decisions vital to your economic security are far too important to be ignored or left to a machine...or to anyone whose primary responsibility is not you, the individual investor.

At Bloomfield Hills Financial, we believe in supplying primary financial care to our clients. Yes, there are other methods, but we believe none that work better.

We are an independently owned and managed company that provides investment guidance and excellent customer service to individuals, executives, and business owners to pursue the preservation of their purchasing power throughout their lifetime.

Securities offered through First Allied Securities, Inc., a registered broker/dealer, Member: FINRA/SIPC.  Advisory services offered through First Allied Advisory Services, Inc. a registered investment adviser.      www.finra.org         www.sipc.org

All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.

Section iconCompany Overview

Headquarters
35980 Woodward Avenue, Suite 300
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Bloomfield Hills Financial's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Bloomfield Hills Financial's revenue is estimated to be in the range of $10M$25M

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