Bone Financial Group

  • Financial Services
  • Raleigh NC
  • 3 employees
  • Financial Services
Employee Directory Email Format Management Departments
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Company Overview

Website
bonefinancial.com
Phone
(919) 833-7580
Employees
3
Founded in
1985
Industry
Financial Services
More Details

Financials & Stats

Revenue

$3B

More Financials

Recent News & Media

BooksBehind

  • Jul 9, 2025
  • nextdoor.com

Bone Financial Group - Horace T. Bone, PhD

  • Apr 4, 2023
  • carolinacarecouncil.com

Insurance Products & Financial Services

  • Oct 27, 2017
  • carenorthcarolina.org

Deanna Bone - CEO/Team Leader of the Southwest Home Team - Fathom Realty

  • May 8, 2017
  • linkedin.com

Jim Bone Email & Phone Number | Bone Financial Group, Inc. President and CEO Contact Information

  • Sep 5, 2016
  • rocketreach.co

Bone Financial Group - Horace T. Bone, PhD

  • Apr 22, 2016
  • longtermcarelink.net

Who is Bone Financial Group

Bone Financial Group is a privately held financial firm located in Raleigh, North Carolina. Employing three individuals, the company generates approximately $2.5 million in annual revenue. Bone Financial Group specializes in creating tax-free, risk-free retirement income solutions for both private individuals and corporate clients. Their proprietary Kai-Zen platform combines financial leverage, utilizing corporate rate bank loans, with equity-indexed universal life insurance contracts. Their unique approach aims to surpass the performance of traditional qualified and non-qualified retirement plans, typically achieving returns of 63-97%. Bone Financial Group offers flexible solutions, allowing clients to implement their plans independently or integrate them as employee benefits. Clients seeking further information can contact Bone Financial Group directly via phone at 919-673-6537.

Company Leadership

Horace Bone

Founding Partner

Phone Email

Bone Financial Group Industry Tags

Retirement planning
Money management
Document preparation
Tax planning
Medicaid and VA benefits qualification
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FAQ

What is the location of Bone Financial Group's headquarters?
The headquarters of Bone Financial Group are situated at PO Box 33371, Raleigh NC
What is Bone Financial Group's phone number?
Bone Financial Group's contact number is (919) 833-7580.
What is Bone Financial Group's official website?
The official website of Bone Financial Group can be found at bonefinancial.com.
What is Bone Financial Group's current revenue?
As of January 2019, Bone Financial Group's annual revenue reached $3B.
How many employees does Bone Financial Group currently have?
Bone Financial Group employs approximately 3+ people as of January 2019
Which industries is Bone Financial Group primarily operating in?
Bone Financial Group operates in the following industries: Finance, Credit
Who is the Founding Partner of Bone Financial Group?
Bone Financial Group's Founding Partner is Horace Bone
What are Bone Financial Group's industry tags?
Bone Financial Group's industry tags include: Retirement planning, Money management, Document preparation
When was Bone Financial Group founded?
Bone Financial Group was founded in 1985.

Employee Directory

Key Employees

Horace Bone

Founding Partner

Phone Email

Deanna Bone

Vice President

Phone Email