Progressive Financial Concepts

Finance · Arizona, United States · 11-50 Employees

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Overview

Headquarters

8722 E Via de Commercio Ste 100, Scottsd...

Phone Number

(480) 745-7882

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Progressive Financial Concepts

The Wealth Consulting Group offers comprehensive financial advice with a focus on personal relationships and high-touch service. They cater to high net worth individuals, business owners, pre-retirees, retirees, corporate executives, and high earners seeking to optimize their financial strategies. Their services include investment management, personal CFO services, comprehensive planning, and risk management. The firm emphasizes building long-term relationships and tailoring strategies to meet the unique financial goals of their clients.Explore more
Progressive Financial Concepts's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Progressive Financial Concepts Org Chart

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Executive Associate

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Financial Advisor

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Registered Representative

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Advisory Intern

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Compare Similar Companies to Progressive Financial Concepts

Compare insights from companies similar to Progressive Financial Concepts, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Progressive Financial Con...

<$5M
11-50
Private
-
1979
KB
Kody BudingerExecutive Associate
$5.9M
11-50
Private
-
2008
TO
Tawnya OstigaardBusiness Operations Specialist
<$5M
11-50
Private
<$5M
-
JZ
Janice ZachManager, Business
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & Lpl Financial Advisor
<$5M
11-50
Private
-
1990
NG
Nathan GreenigChief Strategy Officer (CSO)
<$5M
1-10
Private
-
-
SR
Suzanne RasdalDirector, Client Support
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Progressive Financial Concepts Tech Stack

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Frequently Asked Questions Regarding Progressive Financial Concepts

What is Progressive Financial Concepts's official website?
Progressive Financial Concepts's official website is www.pfcadvisory.com
What is Progressive Financial Concepts's Revenue?
Progressive Financial Concepts's revenue is <$5 Million
What is Progressive Financial Concepts's SIC code?
Progressive Financial Concepts's SIC: 62,628
What is Progressive Financial Concepts's NAICS code?
Progressive Financial Concepts's NAICS: 52,523
How many employees does Progressive Financial Concepts have?
Progressive Financial Concepts has 11-50 employees
What industry does Progressive Financial Concepts belong to?
Progressive Financial Concepts is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Progressive Financial Concepts competition?
Progressive Financial Concepts top competitors include: JFC Financial Services, GT Financial Advisors, Edge Investment Solutions, Mastey Financial Group
What technology does Progressive Financial Concepts use?
Some of the popular technologies that Progressive Financial Concepts uses are: Proofpoint, Amazon Web Hosting, BlueHost
How do I contact Progressive Financial Concepts?
Progressive Financial Concepts contact info: Phone number: (480) 745-7882 Website: www.pfcadvisory.com
What does Progressive Financial Concepts do?

The Wealth Consulting Group offers comprehensive financial advice with a focus on personal relationships and high-touch service. They cater to high net worth individuals, business owners, pre-retirees, retirees, corporate executives, and high earners seeking to optimize their financial strategies. Their services include investment management, perso... nal CFO services, comprehensive planning, and risk management. The firm emphasizes building long-term relationships and tailoring strategies to meet the unique financial goals of their clients.Read More

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

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