Premier Financial Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

6 Butler Pl # 2, Saratoga Springs, New Y...

Phone Number

(518) 280-5339

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
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1

About Premier Financial Management

Premier Financial Management is a financial advisory firm based in Saratoga Springs, NY, dedicated to helping hardworking individuals achieve their financial goals. The firm specializes in retirement planning, investment strategies, and wealth management, catering to clients with diverse financial backgrounds. Founded by experienced advisor Samantha Thomas, the company extends its personalized services across 14 states, focusing on those with employer-sponsored retirement plans. Premier Financial Management is committed to supporting clients in navigating their financial journeys with expertise and care.Explore more
Premier Financial Management's Social MediaPopular SearchesPremier Financial ManagementPfmny Company LLCPremier Financial Management NYSIC Code 62,628NAICS Code 52,523Show more

Premier Financial Management Org Chart

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United States flag for contact location.

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Premier Financial Managem...

<$5M
1-10
Private
-
2011
$5.4M
1-10
Private
-
1986
LT
Lucas ThomasManager, Operations
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1998
JB
John BargaInvestment Advisor & Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Premier Financial Management Tech Stack

A closer look at the technologies used by Premier Financial Management

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Frequently Asked Questions Regarding Premier Financial Management

What is Premier Financial Management's official website?
Premier Financial Management's official website is www.pfmny.com
What is Premier Financial Management's Revenue?
Premier Financial Management's revenue is <$5 Million
What is Premier Financial Management's SIC code?
Premier Financial Management's SIC: 62,628
What is Premier Financial Management's NAICS code?
Premier Financial Management's NAICS: 52,523
How many employees does Premier Financial Management have?
Premier Financial Management has 1-10 employees
What industry does Premier Financial Management belong to?
Premier Financial Management is in the industry of: Finance, Securities Trading
What is Premier Financial Management competition?
Premier Financial Management top competitors include: Heritage Wealth Management, Prenger Financial Services, Harp Financial Group, Gregory-Matthew
What technology does Premier Financial Management use?
Some of the popular technologies that Premier Financial Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Premier Financial Management?
Premier Financial Management contact info: Phone number: (518) 280-5339 Website: www.pfmny.com
What does Premier Financial Management do?

Premier Financial Management is a financial advisory firm based in Saratoga Springs, NY, dedicated to helping hardworking individuals achieve their financial goals. The firm specializes in retirement planning, investment strategies, and wealth management, catering to clients with diverse financial backgrounds. Founded by experienced advisor Samanth... a Thomas, the company extends its personalized services across 14 states, focusing on those with employer-sponsored retirement plans. Premier Financial Management is committed to supporting clients in navigating their financial journeys with expertise and care.Read More

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

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