Priority Financial Group
Finance · Arizona, United States · 11-50 Employees
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Overview
Headquarters
3200 N Central Ave Ste 200, Phoenix, Ari...Phone Number
(800) 405-8850Website
www.pfgteam.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
2
1
1
1
About Priority Financial Group
Priority Financial Group specializes in wealth management services, providing financial advisors with the tools and support needed to enhance their business. They cater to financial institutions by offering investment services programs that tap into new income sources. The company emphasizes flexibility, control, and freedom for its clients, aiming to help them achieve financial independence. With a commitment to innovation and quality advice, Priority Financial Group serves a diverse clientele, including individual investors and financial professionals.Explore more
Priority Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2013
PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
Company Profile Activity
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Priority Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Priority Financial Group Tech Stack
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Priority Financial Group News & Media
Priority Financial Group Celebrates 20 Years of Innovation
PHOENIX--(BUSINESS WIRE)--Priority Financial Group (PFG) proudly celebrates its 20th anniversary—marking two decades of delivering flexible, forward-thinking wealth management solutions to financial advisors and financial institutions nationally. Starting in 2005, Mike Prior, Founder/CEO of PFG, began with a mission to help match quality financial advisors with banks and credit unions who desired better quality advice for their members and customers. That mission has since evolved into a nationPriority Financial Group Achieves Significant Milestones
PHOENIX--(BUSINESS WIRE)--Priority Financial Group (PFG), a leading Independent Registered Investment Advisor (RIA), proudly announces the achievement of several key milestones, demonstrating its continued growth and commitment to excellence in financial advisory services. In June 2024, Priority Financial Group surpassed $5 billion in assets under management (AUM), a testament to the trust and confidence their clients place in the financial expertise of their dedicated team of advisors. This siPriority Financial Group Announces the Return of Former Chief Compliance Officer Justin Jolly
PHOENIX--(BUSINESS WIRE)--Priority Financial Group (PFG) is excited to announce the return of Justin Jolly as Chief Compliance Officer. With a wealth of experience and a deep commitment to compliance, Justin’s return marks a significant milestone for PFG as we continue our growth and evolution in the financial industry. Justin began his career in 2006 as a licensed banker for Chase Bank. He joined PFG in 2011 and served in various compliance roles, including Compliance Principal,Idaho Central Credit Union Selects Priority Financial Group to Elevate Wealth Services Department
PHOENIX--(BUSINESS WIRE)--Priority Financial Group (PFG), a third-party registered investment advisor (TP-RIA) serving financial advisors and financial institutions, announced a strategic relationship with Idaho Central Credit Union (ICCU), a premier credit union in Idaho and Washington with approximately $10 billion in assets and more than 600,000 members. Aimed at broadening ICCU’s wealth management offering, the collaboration marks PFG’s inaugural partnership with a credit union in Idaho and
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Priority Financial Group specializes in wealth management services, providing financial advisors with the tools and support needed to enhance their business. They cater to financial institutions by offering investment services programs that tap into new income sources. The company emphasizes flexibility, control, and freedom for its clients, aiming... Read More
