Penn Financial Services

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

159 Perry Hwy Ste 102, Pittsburgh, Penns...

Phone Number

(412) 939-1800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
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1
1
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1

About Penn Financial Services

Penn Financial Services LLC is a trusted advisor based in Pittsburgh, specializing in personalized investment management and financial planning solutions for individuals and families. The company focuses on helping clients grow, protect, and give their assets with confidence through services such as retirement income strategies, asset protection, and charitable planning. They partner with elder attorneys and tax professionals to provide comprehensive estate and tax planning services. Their mission is to simplify financial lives and guide clients towards financial independence.Explore more
Penn Financial Services's Social MediaPopular SearchesPenn Financial Services LLChtmlPenn Financial Services LLCPenn Financial PlansPenn Financial ServicesPenn Financial Services LLC|Social Security|Westvi...SIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Penn Financial Services

<$5M
1-10
Private
-
1995
N/A
$6.4M
11-50
Private
-
2011
JG
Janine GieckController & Manager, Transfer
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
1998
KW
Katherine WheatonDirector, Business Operations
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2014
KM
Kimberly McCloskeyDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Penn Financial Services Tech Stack

A closer look at the technologies used by Penn Financial Services

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Frequently Asked Questions Regarding Penn Financial Services

What is Penn Financial Services's official website?
Penn Financial Services's official website is www.pennfinancialservicesllc.com
What is Penn Financial Services's Revenue?
Penn Financial Services's revenue is <$5 Million
What is Penn Financial Services's SIC code?
Penn Financial Services's SIC: 62,628
What is Penn Financial Services's NAICS code?
Penn Financial Services's NAICS: 52,523
How many employees does Penn Financial Services have?
Penn Financial Services has 1-10 employees
What industry does Penn Financial Services belong to?
Penn Financial Services is in the industry of: Finance, Securities Trading
What is Penn Financial Services competition?
Penn Financial Services top competitors include: The Holland Group, Copper Canyon Wealth Management, Vertex Capital Advisors, Kanani Advisory Group
What technology does Penn Financial Services use?
Some of the popular technologies that Penn Financial Services uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Penn Financial Services?
Penn Financial Services contact info: Phone number: (412) 939-1800 Website: www.pennfinancialservicesllc.com
What does Penn Financial Services do?

Penn Financial Services LLC is a trusted advisor based in Pittsburgh, specializing in personalized investment management and financial planning solutions for individuals and families. The company focuses on helping clients grow, protect, and give their assets with confidence through services such as retirement income strategies, asset protection, a... nd charitable planning. They partner with elder attorneys and tax professionals to provide comprehensive estate and tax planning services. Their mission is to simplify financial lives and guide clients towards financial independence.Read More

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

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