Perspective Financial Group Employee Directory

Perspective Financial Group corporate office is located in 22 Cassatt Ave Ste 100, Berwyn, Pennsylvania, 19312, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Sales

Key Employees of Perspective Financial Group

CM
Constance Mais...
Vice President, Operations
PhoneEmail
PhoneEmail
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Perspective Financial Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Perspective Financial Group

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Contact Name

Contact Info

Job Title

HQ Location

MV
Mai Vance
Email Direct
Director, Underwriting
United States , Pennsylvania , Berwyn

JB
J.R. Burke
Email Direct
Senior Partner
United States , Pennsylvania , Berwyn

RC
Rose Cordaro
Email Direct
Manager, Client Services & Claims
United States , Pennsylvania , Berwyn

CM
Constance Maisch
Email Direct
Vice President, Operations
United States , Pennsylvania , Berwyn

PL
Patricia LeStourgeon
Email Direct
Administrative Assistant
United States , Pennsylvania , Berwyn

MM
Matthew Mayer
Email Direct
Financial Advisor
United States , Pennsylvania , Berwyn

Former Employees at Perspective Financial Group

Explore people who held key positions, contributed to Perspective Financial Group's success, and advanced their careers.

PL
Phillip Lorenzon
Vice President, Case D... at Secure Retirement Stra...
Worked as Group Financial With Perspective Financial Adv...
at Perspective Financial Group (2017-2019)
Email Direct
JC
Jonathan Childs
Financial Planner at Paragon Wealth
Worked as Co-Founder & Independent Financial Advisor
at Perspective Financial Group (2017-2018)
Email Direct

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Frequently Asked Questions Regarding Perspective Financial Group Employees

How many employees does Perspective Financial Group have?

Perspective Financial Group has 11-50 employees

Who are Perspective Financial Group key employees?

Some of Perspective Financial Group key employees are Constance Maisch

Where is Perspective Financial Group located?

Perspective Financial Group’s headquarters are located at 22 Cassatt Ave Ste 100, Berwyn, Pennsylvania, 19312, United States

How do I contact Perspective Financial Group?

Perspective Financial Group Contact Info: Phone number: (610) 854-0035 Website: www.pfg1976.com

What does Perspective Financial Group do?

Perspective Financial Group, established in 1976, specializes in designing, implementing, and monitoring distinctive financial solutions for clients, their families, and businesses. They offer a range of services including financial planning, investment management, estate planning, and employee benefits, focusing on tailored approaches to meet indi... Read More

Is Perspective Financial Group a public company?

Perspective Financial Group is private company therefore does not currently have an official ticker symbol

See more information about Perspective Financial Group Employees