Partners Financial Group

Finance · Pennsylvania, United States · 51-200 Employees

View Company Info for Free

Overview

Headquarters

476 Rolling Ridge Dr Ste 333, State Coll...

Phone Number

(814) 235-3509

Revenue

$9.8 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Partners Financial Group

Pfg Wealth Advisors offers a range of financial services including investment advisory and financial planning through its affiliations with Cetera Wealth Services, LLC and Vicus Capital, Inc. The firm aims to secure clients' wealth and empower their financial futures. Their services are tailored for individuals seeking personalized financial guidance and investment strategies. Pfg Wealth Advisors operates primarily within the United States, ensuring compliance with state regulations for their registered representatives.Explore more
Partners Financial Group's Social MediaPopular SearchesPFG Wealth Advisors LLCPFG IncVicus Capital IncSIC Code 62,628NAICS Code 52,523Show more

Partners Financial Group Org Chart

PhoneEmail
DK
United States flag for contact location.

Senior Wealth Advisor & Director, Operations

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Partners Financial Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Partners Financial Group

Compare insights from companies similar to Partners Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Partners Financial Group

$9.8M
51-200
Private
-
-
DK
Doreen KolenoSenior Wealth Advisor & Director, Operations
$67.7M
51-200
Private
-
1992
David Fujita, Senior Vice President, Chief Marketing Officer at Centaurus Financial
David FujitaSenior Vice President, Chief Marketing Officer
$51.6M
51-200
Private
<$5M
2004
LH
Lisa HayesFounder & CEO
$18M
51-200
Private
<$5M
2001
$9.7M
11-50
Private
<$5M
-
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Partners Financial Group Tech Stack

A closer look at the technologies used by Partners Financial Group

Most Recent Scoops

Open Position
Project
A mid-level source has indicated that initiatives related to virtualization are to begin within six to nine months. The organization is planning to invest up to $10,000. Partners Financial Group is considering the use of a contingent workforce. Ron Lutz currently serves as Manager, Information Technology.
Network, Spending/Investment, Request for Proposal (RFP), Infrastructure, Contingent Workforce, Financial Systems
Project
A mid-level source has indicated that initiatives related to wireless network have been completed in the last nine months. Ron Lutz currently serves as Manager, Information Technology.
Network, Request for Proposal (RFP), Infrastructure, Wireless
Project
A mid-level source has indicated that initiatives related to wireless local area network (LAN) have been completed in the last nine months. Ron Lutz currently serves as Manager, Information Technology.
Network, Request for Proposal (RFP), Infrastructure, Wireless
Project
Network, Request for Proposal (RFP), Infrastructure
See more scoops

Partners Financial Group News & Media

Read more news

Top Finance Companies

Frequently Asked Questions Regarding Partners Financial Group

What is Partners Financial Group's official website?
Partners Financial Group's official website is www.pfgwealthadvisors.com
What is Partners Financial Group's Revenue?
Partners Financial Group's revenue is $9.8 Million
What is Partners Financial Group's SIC code?
Partners Financial Group's SIC: 62,628
What is Partners Financial Group's NAICS code?
Partners Financial Group's NAICS: 52,523
How many employees does Partners Financial Group have?
Partners Financial Group has 51-200 employees
What industry does Partners Financial Group belong to?
Partners Financial Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Partners Financial Group competition?
Partners Financial Group top competitors include: Sachs Financial Servic, JT Stratford Wealth Management, Perigon Wealth Management, Annex Wealth Management
What technology does Partners Financial Group use?
Some of the popular technologies that Partners Financial Group uses are: WordPress.org, PHP, PHP 5.3, Sentry
How do I contact Partners Financial Group?
Partners Financial Group contact info: Phone number: (814) 235-3509 Website: www.pfgwealthadvisors.com
What does Partners Financial Group do?

Pfg Wealth Advisors offers a range of financial services including investment advisory and financial planning through its affiliations with Cetera Wealth Services, LLC and Vicus Capital, Inc. The firm aims to secure clients' wealth and empower their financial futures. Their services are tailored for individuals seeking personalized financial guidan... ce and investment strategies. Pfg Wealth Advisors operates primarily within the United States, ensuring compliance with state regulations for their registered representatives.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.