Personalized Financial Resources

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

1415 W 22nd St, Oak Brook, Illinois, 605...

Phone Number

(630) 684-2350

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Personalized Financial Resources

Personalized Financial Resources, LLC provides essential financial services aimed at helping clients make informed decisions in a complex economic environment. They offer a team approach that complements existing advisors by collaborating with accountants, attorneys, and other professionals to create tailored financial plans. Their services include retirement planning, financial analysis, and personalized service to guide clients towards financial freedom. The company primarily targets individuals seeking comprehensive financial guidance and resources.Explore more
Popular SearchesPersonalized Financial Resources LLCPersonalized Financial Services Incpersonalizedresource.comSIC Code 62,628NAICS Code 52,523Show more

Personalized Financial Resources Org Chart

PhoneEmail
Ernest Cozzi, President at Personalized Financial Resources
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Personalized Financial Re...

<$5M
1-10
Private
-
1997
Ernest Cozzi, President at Personalized Financial Resources
Ernest CozziPresident
$7.3M
11-50
Private
-
1990
JS
James SchmeichelFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
SW
Shelly WardExecutive Assistant
<$5M
1-10
Private
-
2001
BL
Bruce LanciaRegistered Representative and Investment Advisor Representative
<$5M
1-10
Private
-
1901
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Personalized Financial Resources Tech Stack

A closer look at the technologies used by Personalized Financial Resources

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Frequently Asked Questions Regarding Personalized Financial Resources

What is Personalized Financial Resources's official website?
Personalized Financial Resources's official website is www.personalizedresource.com
What is Personalized Financial Resources's Revenue?
Personalized Financial Resources's revenue is <$5 Million
What is Personalized Financial Resources's SIC code?
Personalized Financial Resources's SIC: 62,628
What is Personalized Financial Resources's NAICS code?
Personalized Financial Resources's NAICS: 52,523
How many employees does Personalized Financial Resources have?
Personalized Financial Resources has 1-10 employees
What industry does Personalized Financial Resources belong to?
Personalized Financial Resources is in the industry of: Finance, Securities Trading
What is Personalized Financial Resources competition?
Personalized Financial Resources top competitors include: Broadridge Financial Solutions, Investment Advisors, B Anthony, Sasson Financial Group
What technology does Personalized Financial Resources use?
Some of the popular technologies that Personalized Financial Resources uses are: Cloudflare Website Optimization, Proofpoint, Google Font API, Google Tag Manager
How do I contact Personalized Financial Resources?
Personalized Financial Resources contact info: Phone number: (630) 684-2350 Website: www.personalizedresource.com
What does Personalized Financial Resources do?

Personalized Financial Resources, LLC provides essential financial services aimed at helping clients make informed decisions in a complex economic environment. They offer a team approach that complements existing advisors by collaborating with accountants, attorneys, and other professionals to create tailored financial plans. Their services include... retirement planning, financial analysis, and personalized service to guide clients towards financial freedom. The company primarily targets individuals seeking comprehensive financial guidance and resources.Read More

Is Personalized Financial Resources a public company?
Personalized Financial Resources is private company therefore does not currently have an official ticker symbol
See more information about Personalized Financial Resources

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