Pearl Financial

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

3074 Whitney Ave Bldg 1, Hamden, Connect...

Phone Number

(203) 281-4748

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Pearl Financial

Pearl Financial is a full-service financial practice that offers comprehensive services including retirement planning, investment management, estate planning, insurance, and tax strategies. Their experienced team focuses on providing tailored financial strategies that align with clients' unique needs and long-term goals. They emphasize a personalized approach to investing, ensuring no conflicts of interest, and regularly monitor portfolios to optimize performance. Pearl Financial aims to simplify the complexities of financial planning for individuals looking to build wealth, protect their families, and preserve their assets.Explore more
Pearl Financial's Social MediaPopular SearchesPearl FinancialPearlFinancialCTFinancial & Insurance AdvisoryFinancial Insurance AdvisoryInsurance & Financial Planning ServicesSIC Code 62,628NAICS Code 52,523Show more

Pearl Financial Org Chart

PhoneEmail
BC
United States flag for contact location.

Client Services Associate

PhoneEmail
SP
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pearl Financial

<$5M
1-10
Private
-
2016
BC
Beverly ClarkClient Services Associate
<$5M
1-10
Private
-
2017
DM
Daniel McnicholasSenior Vice President
<$5M
1-10
Private
-
-
SC
Scott CostineRegistered Representative
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
2009
CA
Clay ArthurFinancial, Lpl Financial Advisor
<$5M
1-10
Private
-
-
ES
Elizabeth ShirakaClient Service Administrator
<$5M
1-10
Private
-
2004
Katherine Lambert, Chief Executive Officer & Founder at The Lambert Investment Group
Katherine LambertCEO & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Pearl Financial Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Pearl Financial

What is Pearl Financial's official website?
Pearl Financial's official website is www.pearlfinancial.com
What is Pearl Financial's Revenue?
Pearl Financial's revenue is <$5 Million
What is Pearl Financial's SIC code?
Pearl Financial's SIC: 62,628
What is Pearl Financial's NAICS code?
Pearl Financial's NAICS: 52,523
How many employees does Pearl Financial have?
Pearl Financial has 1-10 employees
What industry does Pearl Financial belong to?
Pearl Financial is in the industry of: Finance, Securities Trading
What is Pearl Financial competition?
Pearl Financial top competitors include: The Choice Group Wealth Management, Lounsbury Wealth Management & Financial Planning, DCA Financial Group, The Lambert Investment Group
What technology does Pearl Financial use?
Some of the popular technologies that Pearl Financial uses are: Cloudflare Website Optimization, Google Tag Manager, FMG Suite, Amazon Web Hosting
How do I contact Pearl Financial?
Pearl Financial contact info: Phone number: (203) 281-4748 Website: www.pearlfinancial.com
What does Pearl Financial do?

Pearl Financial is a full-service financial practice that offers comprehensive services including retirement planning, investment management, estate planning, insurance, and tax strategies. Their experienced team focuses on providing tailored financial strategies that align with clients' unique needs and long-term goals. They emphasize a personaliz... ed approach to investing, ensuring no conflicts of interest, and regularly monitor portfolios to optimize performance. Pearl Financial aims to simplify the complexities of financial planning for individuals looking to build wealth, protect their families, and preserve their assets.Read More

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

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