Personal Financial Group
Likely to Engage tag.Highly Engaged Employees

Finance · Kansas, United States · 11-50 Employees

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Overview

Headquarters

7007 College Blvd Ste 270, Overland Park...

Phone Number

(913) 451-7526

Revenue

<$5 Million

Industry

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

About Personal Financial Group

Personal Financial Group is a holistic wealth management advisory firm that provides comprehensive financial services to individuals, families, and businesses. Their offerings include cash flow planning, investment management, retirement planning, and insurance planning, all tailored to help clients achieve financial independence. The firm emphasizes personalized service and strategic guidance to simplify the financial planning process. With a focus on building trusting relationships, they aim to empower clients to take control of their financial futures.Explore more
Personal Financial Group's Social MediaPopular SearchesPersonal Financial Group IncPersonal Financial GroupDaniel J Kammerich CfpDanielkammerichPersonal Financial Consultants IncSIC Code 62,628NAICS Code 52,523Show more

Personal Financial Group Org Chart

PhoneEmail
LT
United States flag for contact location.

Director, Marketing

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Personal Financial Group

<$5M
11-50
Private
-
1983
LT
Leah TheissDirector, Marketing
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$5.9M
11-50
Private
-
2008
ST
Steven TrebergFinancial Advisor
<$5M
1-10
Private
-
2010
RP
Ryan PeelerFinancial Planning Assistant
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & Lpl Financial Advisor
<$5M
1-10
Private
-
2008
KS
Kimberly StollCEO & Founder
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Personal Financial Group Tech Stack

A closer look at the technologies used by Personal Financial Group

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Frequently Asked Questions Regarding Personal Financial Group

What is Personal Financial Group's official website?
Personal Financial Group's official website is www.personalfinancialgroup.com
What is Personal Financial Group's Revenue?
Personal Financial Group's revenue is <$5 Million
What is Personal Financial Group's SIC code?
Personal Financial Group's SIC: 62,628
What is Personal Financial Group's NAICS code?
Personal Financial Group's NAICS: 52,523
How many employees does Personal Financial Group have?
Personal Financial Group has 11-50 employees
What industry does Personal Financial Group belong to?
Personal Financial Group is in the industry of: Finance, Securities Trading
What is Personal Financial Group competition?
Personal Financial Group top competitors include: Copper Canyon Wealth Management, Strategic Financial Concepts, Mastey Financial Group, Sachs Financial Servic
What technology does Personal Financial Group use?
Some of the popular technologies that Personal Financial Group uses are: Drupal, reCAPTCHA, Google Universal Analytics, Proofpoint
How do I contact Personal Financial Group?
Personal Financial Group contact info: Phone number: (913) 451-7526 Website: www.personalfinancialgroup.com
What does Personal Financial Group do?

Personal Financial Group is a holistic wealth management advisory firm that provides comprehensive financial services to individuals, families, and businesses. Their offerings include cash flow planning, investment management, retirement planning, and insurance planning, all tailored to help clients achieve financial independence. The firm emphasiz... es personalized service and strategic guidance to simplify the financial planning process. With a focus on building trusting relationships, they aim to empower clients to take control of their financial futures.Read More

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

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