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) 749-1881

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

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's Social MediaPopular SearchesThe Perspective GroupPerspective Group LLCThe Perspective Group LLCTheperspectivegroupSIC Code 62,628NAICS Code 52,523Show more

The Perspective Group Org Chart

PhoneEmail
SL
United States flag for contact location.

Founding Partner, Lead Financial Planner

PhoneEmail
GH
United States flag for contact location.

Partner, Lead Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Perspective Group

<$5M
1-10
Private
-
2005
SL
Stephen LaneFounding Partner, Lead Financial Planner
$5.3M
11-50
Private
-
1996
SB
Sam BowersDirector, Client Services
<$5M
11-50
Private
<$5M
2001
MM
Michelle MorrisseyStrategic Implementation Chief Operating Officer & Partner
<$5M
1-10
Private
-
1987
KS
Kelly SchaapManager, Office & Marketing
<$5M
1-10
Private
-
-
EB
Eden BaggsClient Relationship Manager
<$5M
1-10
Private
-
1992
N/A
<$5M
1-10
Private
-
2007
LM
Lily McleanSupervisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

A closer look at the technologies used by The Perspective Group

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Frequently Asked Questions Regarding The Perspective Group

What is The Perspective Group's official website?
The Perspective Group's official website is www.theperspectivegroup.com
What is The Perspective Group's Revenue?
The Perspective Group's revenue is <$5 Million
What is The Perspective Group's SIC code?
The Perspective Group's SIC: 62,628
What is The Perspective Group's NAICS code?
The Perspective Group's NAICS: 52,523
How many employees does The Perspective Group have?
The Perspective Group has 1-10 employees
What industry does The Perspective Group belong to?
The Perspective Group is in the industry of: Finance, Securities Trading
What is The Perspective Group competition?
The Perspective Group top competitors include: Hibbard Financial, Financial Foundations, HFG Financial Group, Prosperion Financial Advisors
What technology does The Perspective Group use?
Some of the popular technologies that The Perspective Group uses are: WordPress.org, reCAPTCHA, PHP, Proofpoint
How do I contact The Perspective Group?
The Perspective Group contact info: Phone number: (785) 749-1881 Website: www.theperspectivegroup.com
What does The Perspective Group do?

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... stering 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.Read More

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

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