Tr Financial Group

Finance · Nebraska, United States · 11-50 Employees

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Overview

Headquarters

15808 W Dodge Rd Ste 200, Omaha, Nebrask...

Phone Number

(402) 334-6282

Revenue

$9.3 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Tr Financial Group

TR Financial Group is a comprehensive wealth management firm based in Omaha, Nebraska, offering a wide range of services including retirement planning, investments, and life insurance. The company focuses on building long-term relationships with both individual and corporate clients, helping them navigate the complexities of financial management. With a commitment to providing tailored financial solutions, TR Financial Group aims to instill confidence in their clients' financial futures. Their team of experienced advisors is dedicated to guiding clients through various life and economic changes.Explore more
Tr Financial Group's Social MediaPopular SearchesTR Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Tr Financial Group Org Chart

PhoneEmail
MP
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President & Financial Consultant & Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Tr Financial Group

$9.3M
11-50
Private
-
1993
MP
Monte PetersonPresident & Financial Consultant & Partner
$7.6M
1-10
Private
-
2022
MH
Melissa HicksGroup Director, Investment Operations & Client Services
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
2019
LD
Lexie DeesOffice Manager
<$5M
11-50
Private
-
-
RB
Roy BlumbergFinancial Advisor
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

Tr Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Tr Financial Group.

Tr Financial Group Tech Stack

A closer look at the technologies used by Tr Financial Group

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Frequently Asked Questions Regarding Tr Financial Group

What is Tr Financial Group's official website?
Tr Financial Group's official website is www.trfinancial.com
What is Tr Financial Group's Revenue?
Tr Financial Group's revenue is $9.3 Million
What is Tr Financial Group's SIC code?
Tr Financial Group's SIC: 62,628
What is Tr Financial Group's NAICS code?
Tr Financial Group's NAICS: 52,523
How many employees does Tr Financial Group have?
Tr Financial Group has 11-50 employees
What industry does Tr Financial Group belong to?
Tr Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Tr Financial Group competition?
Tr Financial Group top competitors include: Milestone Wealth Management, Alliance Wealth Advisors, New View Wealth Advisory, Dowd Financial Group
What technology does Tr Financial Group use?
Some of the popular technologies that Tr Financial Group uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, Font Awesome
How do I contact Tr Financial Group?
Tr Financial Group contact info: Phone number: (402) 334-6282 Website: www.trfinancial.com
What does Tr Financial Group do?

TR Financial Group is a comprehensive wealth management firm based in Omaha, Nebraska, offering a wide range of services including retirement planning, investments, and life insurance. The company focuses on building long-term relationships with both individual and corporate clients, helping them navigate the complexities of financial management. W... ith a commitment to providing tailored financial solutions, TR Financial Group aims to instill confidence in their clients' financial futures. Their team of experienced advisors is dedicated to guiding clients through various life and economic changes.Read More

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

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