PGI Financial Services

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

2467 Savannah Hwy Unit 520, Charleston, ...

Phone Number

(843) 284-0370

Revenue

<$5 Million

Industry

Finance Securities Trading

About PGI Financial Services

PGI Financial Services specializes in providing financial advice and wealth management services aimed at helping clients achieve their retirement goals. The company offers strategies for asset preservation, growth, and income optimization, ensuring clients can maintain financial confidence throughout their retirement journey. With a team of experienced financial advisors, PGI focuses on creating personalized financial plans that address individual needs and legacy planning. Their services also include Medicare assistance and educational workshops to guide clients in navigating their financial futures.Explore more
PGI Financial Services's Social MediaSIC Code 62,628NAICS Code 52,523Show more

PGI Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PGI Financial Services

<$5M
1-10
Private
-
2004
DH
Diane HendricksOffice Manager
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
2010
LO
Laura OdegaardDirector, Client Services
<$5M
1-10
Private
<$5M
2014
EC
Evan ConleyFinancial Advisor & Pension Specialist
<$5M
1-10
Private
-
2011
N/A
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PGI Financial Services Tech Stack

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Frequently Asked Questions Regarding PGI Financial Services

What is PGI Financial Services's official website?
PGI Financial Services's official website is www.pgifinancial.net
What is PGI Financial Services's Revenue?
PGI Financial Services's revenue is <$5 Million
What is PGI Financial Services's SIC code?
PGI Financial Services's SIC: 62,628
What is PGI Financial Services's NAICS code?
PGI Financial Services's NAICS: 52,523
How many employees does PGI Financial Services have?
PGI Financial Services has 1-10 employees
What industry does PGI Financial Services belong to?
PGI Financial Services is in the industry of: Finance, Securities Trading
What is PGI Financial Services competition?
PGI Financial Services top competitors include: Sopher Financial Group, Sachs Financial Servic, Triton Wealth, Copper Canyon Wealth Management
What technology does PGI Financial Services use?
Some of the popular technologies that PGI Financial Services uses are: WordPress.org, PHP, Cloudflare Website Optimization, Adobe Typekit
How do I contact PGI Financial Services?
PGI Financial Services contact info: Phone number: (843) 284-0370 Website: www.pgifinancial.net
What does PGI Financial Services do?

PGI Financial Services specializes in providing financial advice and wealth management services aimed at helping clients achieve their retirement goals. The company offers strategies for asset preservation, growth, and income optimization, ensuring clients can maintain financial confidence throughout their retirement journey. With a team of experie... nced financial advisors, PGI focuses on creating personalized financial plans that address individual needs and legacy planning. Their services also include Medicare assistance and educational workshops to guide clients in navigating their financial futures.Read More

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

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