Priem Financial Group

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

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Overview

Headquarters

2290 East Ave Ste 2, Rochester, New York...

Phone Number

(315) 597-9340

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Priem Financial Group

Priem Financial Group specializes in providing comprehensive financial planning services, focusing on retirement and life planning for goal-oriented clients. The firm attracts individuals seeking a trusted partner who listens and helps them achieve their financial goals. With an emphasis on personalized one-on-one relationships, clients gain confidence in their investment decisions through tailored solutions. The company is dedicated to guiding clients through the financial planning process with expertise and care.Explore more
Popular SearchesPriem Financial GroupPriemfinancialgroup ComSIC Code 62,628NAICS Code 52,523Show more

Priem Financial Group Org Chart

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SR
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Priem Financial Group

<$5M
1-10
Private
-
2002
SR
Sheila RomanFinancial Assistant
<$5M
1-10
Private
-
2004
MH
Michael HanniganAdvisor Emeritus
<$5M
1-10
Private
-
1992
PF
Patrick FergusonManager, Financial Planning Services
<$5M
1-10
Private
-
2018
KK
Kate KoplinWealth Advisor
<$5M
1-10
Private
-
2009
VC
Victoria CegerenkoManager, Client Services & Operations
<$5M
1-10
Private
-
2006
GS
Gayle SawyerFinancial Planning Assistant
<$5M
1-10
Private
-
2006
JM
Jeffrey MorinFinancial Advisor
Illustration of an envelope

Company Profile Activity

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Activity Insights

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

What does this means?

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

Priem Financial Group Tech Stack

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Frequently Asked Questions Regarding Priem Financial Group

What is Priem Financial Group's official website?
Priem Financial Group's official website is www.priemfinancialgroup.com
What is Priem Financial Group's Revenue?
Priem Financial Group's revenue is <$5 Million
What is Priem Financial Group's SIC code?
Priem Financial Group's SIC: 62,628
What is Priem Financial Group's NAICS code?
Priem Financial Group's NAICS: 52,523
How many employees does Priem Financial Group have?
Priem Financial Group has 1-10 employees
What industry does Priem Financial Group belong to?
Priem Financial Group is in the industry of: Finance, Securities Trading
What is Priem Financial Group competition?
Priem Financial Group top competitors include: Prime Wealth Management, GFA Financial Group, Namack Portfolio Investment Professionals, Trailhead Financial
What technology does Priem Financial Group use?
Some of the popular technologies that Priem Financial Group uses are: DocuSign, Drupal, reCAPTCHA, PHP
How do I contact Priem Financial Group?
Priem Financial Group contact info: Phone number: (315) 597-9340 Website: www.priemfinancialgroup.com
What does Priem Financial Group do?

Priem Financial Group specializes in providing comprehensive financial planning services, focusing on retirement and life planning for goal-oriented clients. The firm attracts individuals seeking a trusted partner who listens and helps them achieve their financial goals. With an emphasis on personalized one-on-one relationships, clients gain confid... ence in their investment decisions through tailored solutions. The company is dedicated to guiding clients through the financial planning process with expertise and care.Read More

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

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