Pres Financial

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

2306 Merriweather Way, Wellington, Flori...

Phone Number

(877) 216-9573

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Pres Financial

Pres Financial specializes in expert retirement planning for educators and healthcare professionals, helping them navigate their pension, 403b, and benefits to secure a stable financial future. The company offers services in retirement planning, survivorship, and supplemental plans, ensuring clients understand their options and create personalized strategies. Their mission is to empower clients with clarity and confidence in managing their retirement plans, which are often overlooked. By decoding complex benefit packages, Pres Financial aims to provide tailored advice that aligns with individual goals and needs.Explore more
Popular SearchesPres FinancialBlackridge Asset Management LLCNpnPRESFinancialPeak Brokerage Services LLCSIC Code 62,628NAICS Code 52,523Show more

Pres Financial Org Chart

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pres Financial

<$5M
1-10
Private
-
-
$9M
1-10
Private
-
2002
CM
Cheryl MccallInsurance Agent
<$5M
1-10
Private
-
-
DF
Doc Faulknerthe Advisor
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
2018
Micheline Dagher, Founder & Financial Coach at Dagher Financial
Micheline DagherFounder & Financial Coach
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Pres Financial Tech Stack

A closer look at the technologies used by Pres Financial

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Frequently Asked Questions Regarding Pres Financial

What is Pres Financial's official website?
Pres Financial's official website is www.presfinancial.com
What is Pres Financial's Revenue?
Pres Financial's revenue is <$5 Million
What is Pres Financial's SIC code?
Pres Financial's SIC: 62,628
What is Pres Financial's NAICS code?
Pres Financial's NAICS: 52,523
How many employees does Pres Financial have?
Pres Financial has 1-10 employees
What industry does Pres Financial belong to?
Pres Financial is in the industry of: Finance, Securities Trading
What is Pres Financial competition?
Pres Financial top competitors include: Cape Cod Wealth Strategies & Insurance Services, The Retirement Advocate, Dagher Financial, Senior Retirement Solutions
What technology does Pres Financial use?
Some of the popular technologies that Pres Financial uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Pres Financial?
Pres Financial contact info: Phone number: (877) 216-9573 Website: www.presfinancial.com
What does Pres Financial do?

Pres Financial specializes in expert retirement planning for educators and healthcare professionals, helping them navigate their pension, 403b, and benefits to secure a stable financial future. The company offers services in retirement planning, survivorship, and supplemental plans, ensuring clients understand their options and create personalized... strategies. Their mission is to empower clients with clarity and confidence in managing their retirement plans, which are often overlooked. By decoding complex benefit packages, Pres Financial aims to provide tailored advice that aligns with individual goals and needs.Read More

Is Pres Financial a public company?
Pres Financial is private company therefore does not currently have an official ticker symbol
See more information about Pres Financial

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