Professional Advisory Services

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

255 E Santa Clara St Ste 300, Arcadia, C...

Phone Number

(626) 294-4728

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Professional Advisory Services

MAS Wealth Group specializes in creating tailored financial strategies for individuals and families, focusing on retirement planning, investment management, estate planning, insurance, and tax services. The firm prioritizes client needs without conflicts of interest, fostering trusted relationships that span generations. Their comprehensive approach aims to help clients feel confident about their financial future and achieve their personal goals. As fiduciary wealth managers, they emphasize unbiased advice and objective guidance to ensure clients make informed decisions about their financial assets.Explore more
Professional Advisory Services's Social MediaPopular SearchesProfessional Advisory Services IncIg Investments IncProfessional Advisory ServicesPAS INVESTMENTS IncProfessional Advisory Services - IncSIC Code 62,628NAICS Code 52,523Show more

Professional Advisory Services Org Chart

PhoneEmail
LS
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Professional Advisory Ser...

<$5M
1-10
Private
-
1999
LS
Lynette SpeightAdministrative Assistant
$5.2M
11-50
Private
-
1997
SM
Sol MorganDirector, Client Experience
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2016
JN
Jon NielsonManaging Financial Services Partner
<$5M
1-10
Private
-
2006
TB
Tamara BrungardOffice Manager
<$5M
1-10
Private
-
2017
BO
Barry OzerFinancial Professional
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Professional Advisory Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Professional Advisory Services Tech Stack

A closer look at the technologies used by Professional Advisory Services

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Frequently Asked Questions Regarding Professional Advisory Services

What is Professional Advisory Services's official website?
Professional Advisory Services's official website is www.pasinvest.com
What is Professional Advisory Services's Revenue?
Professional Advisory Services's revenue is <$5 Million
What is Professional Advisory Services's SIC code?
Professional Advisory Services's SIC: 62,628
What is Professional Advisory Services's NAICS code?
Professional Advisory Services's NAICS: 52,523
How many employees does Professional Advisory Services have?
Professional Advisory Services has 1-10 employees
What industry does Professional Advisory Services belong to?
Professional Advisory Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Professional Advisory Services competition?
Professional Advisory Services top competitors include: Clear View Advisors, Magnolia Capital Partners, Liberty Capital Management, Retirement Strategy Group
What companies has Professional Advisory Services acquired?
Professional Advisory Services has acquired the companies: Professional Advisory Services
What technology does Professional Advisory Services use?
Some of the popular technologies that Professional Advisory Services uses are: Microsoft 365, GoDaddy DNS, Amazon Web Hosting, Microsoft Exchange Online
How do I contact Professional Advisory Services?
Professional Advisory Services contact info: Phone number: (626) 294-4728 Website: www.pasinvest.com
What does Professional Advisory Services do?

MAS Wealth Group specializes in creating tailored financial strategies for individuals and families, focusing on retirement planning, investment management, estate planning, insurance, and tax services. The firm prioritizes client needs without conflicts of interest, fostering trusted relationships that span generations. Their comprehensive approac... h aims to help clients feel confident about their financial future and achieve their personal goals. As fiduciary wealth managers, they emphasize unbiased advice and objective guidance to ensure clients make informed decisions about their financial assets.Read More

What are Professional Advisory Services social media links?
Professional Advisory Services Linkedin page
Is Professional Advisory Services a public company?
Professional Advisory Services is private company therefore does not currently have an official ticker symbol
See more information about Professional Advisory Services

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