Professional Guidance Financial Services

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

103 S Main St, Mount Vernon, Ohio, 43050...

Phone Number

(740) 504-2347

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
1
1
2

About Professional Guidance Financial Services

PG Financial is a comprehensive financial services firm based in Ohio, dedicated to providing wealth management, financial planning, and customized financial advice to families in the Midwest. The firm aims to help individuals, couples, and families prioritize their retirement savings and achieve their financial goals through personalized strategies. With a focus on independence and trust, PG Financial builds lasting relationships with clients while ensuring their needs are met without conflicts of interest. The company collaborates with Cambridge Investment Research, Inc. to offer unbiased recommendations tailored to each client's unique situation.Explore more
Professional Guidance Financial Services's Social MediaPopular SearchesProfessional Guidance Financial ServicesPG FinancialFinancial Consultingpgfinancialservices.comProfessional Guidance FinancialSIC Code 62,628NAICS Code 52,523Show more

Professional Guidance Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Professional Guidance Fin...

<$5M
1-10
Private
-
1978
CP
Charles PowellFinancial Advisor
<$5M
1-10
Private
-
-
BO
Bruce OlmsteadFinancial Planner
<$5M
1-10
Private
-
2011
Justin Cress, President & Chief Executive Officer at Cress Wealth Strategies
Justin CressPresident & CEO
<$5M
1-10
Private
-
-
KG
Kevin GoodManager, Wealth
<$5M
1-10
Private
-
-
SC
Steven CrabtreeFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
BS
Becky SmithAdvisor Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Professional Guidance Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Professional Guidance Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Professional Guidance Financial Services.

Professional Guidance Financial Services Tech Stack

A closer look at the technologies used by Professional Guidance Financial Services

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Frequently Asked Questions Regarding Professional Guidance Financial Services

What is Professional Guidance Financial Services's official website?
Professional Guidance Financial Services's official website is www.pgfinancialservices.com
What is Professional Guidance Financial Services's Revenue?
Professional Guidance Financial Services's revenue is <$5 Million
What is Professional Guidance Financial Services's SIC code?
Professional Guidance Financial Services's SIC: 62,628
What is Professional Guidance Financial Services's NAICS code?
Professional Guidance Financial Services's NAICS: 52,523
How many employees does Professional Guidance Financial Services have?
Professional Guidance Financial Services has 1-10 employees
What industry does Professional Guidance Financial Services belong to?
Professional Guidance Financial Services is in the industry of: Finance, Securities Trading
What is Professional Guidance Financial Services competition?
Professional Guidance Financial Services top competitors include: The River Suite Wealth Partners, Pillar Wealth, Cress Wealth Strategies, Davis Global Wealth Management
What technology does Professional Guidance Financial Services use?
Some of the popular technologies that Professional Guidance Financial Services uses are: Cloudflare Website Optimization, Cloudflare CDN, Datadog, Google Font API
How do I contact Professional Guidance Financial Services?
Professional Guidance Financial Services contact info: Phone number: (740) 504-2347 Website: www.pgfinancialservices.com
What does Professional Guidance Financial Services do?

PG Financial is a comprehensive financial services firm based in Ohio, dedicated to providing wealth management, financial planning, and customized financial advice to families in the Midwest. The firm aims to help individuals, couples, and families prioritize their retirement savings and achieve their financial goals through personalized strategie... s. With a focus on independence and trust, PG Financial builds lasting relationships with clients while ensuring their needs are met without conflicts of interest. The company collaborates with Cambridge Investment Research, Inc. to offer unbiased recommendations tailored to each client's unique situation.Read More

What are Professional Guidance Financial Services social media links?
Professional Guidance Financial Services Linkedin page Professional Guidance Financial Services Facebook page
Is Professional Guidance Financial Services a public company?
Professional Guidance Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Professional Guidance Financial Services

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