Insights

Independent Advantage Leverage St. Bernard’s independence and broad in-house financial services to position cross-sell opportunities across planning, taxation, investment advisory, securities, and insurance within their existing client base.

Multi-Office Reach With fifteen offices and a team of over 45 financial professionals, there are regional growth opportunities to expand services, targeted events, and localized product offerings to deepen client engagement.

Mid-Sized Stability Revenue range of 10M–25M and 11–50 employees indicate a stable, growing practice that could benefit from scalable technology, compliant vendor solutions, and advisory platforms suited for mid-market firms.

Tech Stack Fit Current technology stack (WordPress, MySQL, PHP, Google Analytics) suggests openness to cost-effective, secure fintech integrations and digital marketing enhancements to attract high-net-worth and business clients.

Growth Readiness Focus on comprehensive financial services and client service quality positions St. Bernard for partnerships around wealth management tech, insurance/product bundles, and advanced planning tools to expand client lifetime value.

Similar companies to St. Bernard Financial Services, Inc.

St. Bernard Financial Services, Inc. Tech Stack

St. Bernard Financial Services, Inc. uses 8 technology products and services including Site Kit, Sucuri, WordPress, and more. Explore St. Bernard Financial Services, Inc.'s tech stack below.

  • Site Kit
    Analytics
  • Content Delivery Network
  • Content Management System
  • MySQL
    Database
  • PHP
    Programming Languages
  • X-XSS-Protection
    Security
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting

St. Bernard Financial Services, Inc.'s Email Address Formats

St. Bernard Financial Services, Inc. uses at least 4 email formats:
St. Bernard Financial Services, Inc. Email FormatsExamplePercentage
First.Last@stbernardfinancial.comJohn.Doe@stbernardfinancial.com
57%
FLast@stbernardfinancial.comJDoe@stbernardfinancial.com
22%
FirstLast@stbernardfinancial.comJohnDoe@stbernardfinancial.com
14%
FirLast@stbernardfinancial.comJohDoe@stbernardfinancial.com
7%

Frequently Asked Questions

What is St. Bernard Financial Services, Inc.'s phone number?

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You can contact St. Bernard Financial Services, Inc.'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 St. Bernard Financial Services, Inc.'s official website and social media links?

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St. Bernard Financial Services, Inc.'s official website is stbernardfinancial.com and has social profiles on LinkedIn.

How much revenue does St. Bernard Financial Services, Inc. generate?

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As of September 2026, St. Bernard Financial Services, Inc.'s annual revenue is estimated to be $10M - $25M.

What is St. Bernard Financial Services, Inc.'s NAICS code?

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St. Bernard Financial Services, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does St. Bernard Financial Services, Inc. have currently?

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As of September 2026, St. Bernard Financial Services, Inc. has approximately 12 employees across 1 continents, including North America. Key team members include Founder: A. C., Owner: J. O. and Manager, Investment: E. W. Explore St. Bernard Financial Services, Inc.'s employee directory with LeadIQ.

What industry does St. Bernard Financial Services, Inc. belong to?

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St. Bernard Financial Services, Inc. operates in the Financial Services industry.

What technology does St. Bernard Financial Services, Inc. use?

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St. Bernard Financial Services, Inc.'s tech stack includes Site Kit, Sucuri, WordPress, MySQL, PHP, X-XSS-Protection, Google Analytics and GoDaddy.

What is St. Bernard Financial Services, Inc.'s email format?

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St. Bernard Financial Services, Inc.'s email format typically follows the pattern of First.Last@stbernardfinancial.com. Find more St. Bernard Financial Services, Inc. email formats with LeadIQ.

When was St. Bernard Financial Services, Inc. founded?

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St. Bernard Financial Services, Inc. was founded in 1994.
St. Bernard Financial Services, Inc. logo

St. Bernard Financial Services, Inc.

Financial ServicesArkansas, United States11-50 Employees

St. Bernard Financial Services, Inc. operates as an independent broker-dealer and registered investment adviser within the financial services sector. It serves a broad client base from fifteen offices and a team of more than forty financial professionals. The firm offers a comprehensive suite of services, including financial planning, tax planning, investment advisory, securities, and insurance, positioning itself as a single source for clients' financial needs.

Based in Russellville, Arkansas, the company emphasizes its independence from large global firms. This independence is noted as a defining characteristic of its service approach, with a multi-office footprint supporting local client engagement.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    St. Bernard Financial Services, Inc.'s revenue is estimated to be in the range of $10M - $25M

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