Perspective Financial Services

Finance · Arizona, United States · 11-50 Employees

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Overview

Headquarters

1440 E Missouri Ave Ste 250, Phoenix, Ar...

Phone Number

(602) 281-4357

Revenue

$5.9 Million

Industry

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

About Perspective Financial Services

Perspective Financial Services is an independent, fee-only Registered Investment Advisory firm established in 2003. The company provides the company's clients with broad-based financial planning and investment management services that meet the highest standards of professionalism and integrity. Through long-term relationships based on two-way communication and proven investment strategies, the company assist clients in successfully managing their finances and realizing their dreams. The company's seasoned team of professionals explore a variety of options and consider a wide range of products to develop solutions that are in the company's clients' best interest. The company never receive third-party compensation or commissions on the products the company recommend.Explore more
Perspective Financial Services's Social MediaPopular SearchesPerspective Financial Services LLCPerspective Financial ServicesPerspectiv Studios LLCPerspective LLCPerspective Financial ServiceSIC Code 62,628NAICS Code 52,523Show more

Perspective Financial Services Org Chart

PhoneEmail
SC
United States flag for contact location.

Director, Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Perspective Financial Ser...

$5.9M
11-50
Private
-
2003
SC
Shannon CurkendollDirector, Client Services
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$5M
1-10
Private
-
2002
LH
Linda HayesExecutive Assistant Office Manager
<$5M
11-50
Private
-
2005
N/A
<$5M
1-10
Private
-
2021
SP
Stuart PynePortfolio Manager
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Perspective Financial Services Tech Stack

A closer look at the technologies used by Perspective Financial Services

Perspective Financial Services News & Media

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Frequently Asked Questions Regarding Perspective Financial Services

What is Perspective Financial Services's official website?
Perspective Financial Services's official website is www.moneyaz.com
What is Perspective Financial Services's Revenue?
Perspective Financial Services's revenue is $5.9 Million
What is Perspective Financial Services's SIC code?
Perspective Financial Services's SIC: 62,628
What is Perspective Financial Services's NAICS code?
Perspective Financial Services's NAICS: 52,523
How many employees does Perspective Financial Services have?
Perspective Financial Services has 11-50 employees
What industry does Perspective Financial Services belong to?
Perspective Financial Services is in the industry of: Finance, Securities Trading
What is Perspective Financial Services competition?
Perspective Financial Services top competitors include: Cresta Advisors, Wealth Advisory Services, Carpenter Claydon Advisors, Sterling Total Wealth Solutions
What technology does Perspective Financial Services use?
Some of the popular technologies that Perspective Financial Services uses are: goo.gl, Cloudflare Website Optimization, Microsoft 365, Google Tag Manager
How do I contact Perspective Financial Services?
Perspective Financial Services contact info: Phone number: (602) 281-4357 Website: www.moneyaz.com
What does Perspective Financial Services do?

Perspective Financial Services is an independent, fee-only Registered Investment Advisory firm established in 2003. The company provides the company's clients with broad-based financial planning and investment management services that meet the highest standards of professionalism and integrity. Through long-term relationships based on two-way commu... nication and proven investment strategies, the company assist clients in successfully managing their finances and realizing their dreams. The company's seasoned team of professionals explore a variety of options and consider a wide range of products to develop solutions that are in the company's clients' best interest. The company never receive third-party compensation or commissions on the products the company recommend.Read More

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

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