The Perspective Group
Finance · Kansas, United States · 1-10 Employees
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Overview
Headquarters
900 Massachusetts St Ste 602, Lawrence, ...Phone Number
(785) 749-1881Website
www.theperspectivegroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About The Perspective Group
The Perspective Group is a dynamic financial services firm based in Lawrence, KS, dedicated to providing tailored financial solutions. Their offerings include wealth management, creative planning, portfolio management, tax planning, and legacy planning, all aimed at helping clients navigate complex financial challenges. The firm prides itself on fostering trusted partnerships and delivering valuable perspectives through a team of skilled professionals. Their target clients include individuals seeking comprehensive financial guidance and support in achieving their financial goals.Explore more
The Perspective Group Org Chart
GH
Partner, Lead Financial Planner
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
<$5M
2001
MM
Michelle MorrisseyStrategic Implementation Chief Operating Officer & Partner
Company Profile Activity
Activity Insights
The Perspective Group is experiencing very low activity levels compared to other companies in the Finance sector.
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The Perspective Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Perspective Group.
The Perspective Group Tech Stack
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The Perspective Group is a dynamic financial services firm based in Lawrence, KS, dedicated to providing tailored financial solutions. Their offerings include wealth management, creative planning, portfolio management, tax planning, and legacy planning, all aimed at helping clients navigate complex financial challenges. The firm prides itself on fo... Read More
