Piedmont Group
Highly Engaged Employees
Highly Engaged EmployeesFinance · Georgia, United States · 51-200 Employees
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Overview
Headquarters
1050 Crown Pointe Pkwy Ste 1800, Atlanta...Phone Number
(770) 551-3400Website
www.thepiedmontgroups.comRevenue
$5.3 MillionIndustry
ZI Rank: 2
Signal Type
Feb
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ZI Rank
2
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2
About Piedmont Group
The Piedmont Group is a multifaceted financial planning and wealth management firm that offers insurance and investment planning services tailored for individuals and businesses. They focus on addressing the financial needs of clients at various stages of life, including those just starting, families, and businesses experiencing growth or preparing for transfer and maturity. The firm's approach emphasizes holistic financial solutions, integrity, and strong client-advisor relationships. Their comprehensive process includes initial consultations, data gathering, strategy development, and ongoing progress updates.Explore more
Piedmont Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.2M
51-200
Private
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MW
Michael WerfelFinancial Planner & Advisor & Financial Services Representative
Company Profile Activity
Activity Insights
Piedmont Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Piedmont Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Piedmont Group.
Piedmont Group Tech Stack
A closer look at the technologies used by Piedmont Group
Most Recent Scoops
Hiring Plans
Piedmont Group has more open roles in Finance than it has had at any time in the past 12 months.
Hiring Plans
Hiring Plans
Piedmont Group has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: Orion, Riskalyze, and eMoney Advisor.
Hiring Plans
Facilities Relocation / Expansion
Piedmont Group is planning to move offices in June 2024. The move will impact approximately 114 employees at the existing office located at 1050 Crown Pointe Pkwy, Atlanta, GA.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
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Frequently Asked Questions Regarding Piedmont Group
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The Piedmont Group is a multifaceted financial planning and wealth management firm that offers insurance and investment planning services tailored for individuals and businesses. They focus on addressing the financial needs of clients at various stages of life, including those just starting, families, and businesses experiencing growth or preparing... Read More
