Perspective Financial Group An Alera Group Company

  • Financial Services
  • Berwyn PA
  • 8 employees
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Company Overview

Headquarters
22 Cassatt Avenue, Berwyn PA
Website
pfg1976.com
Employees
8
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Perspective Financial Group An Alera Group Company

Perspective Financial Group An Alera Group Company is a privately held company based in Berwyn, Pennsylvania. With 8 employees, the company focuses on providing financial guidance to individuals and families. Perspective Financial Group offers a range of services including securities and investment advisory services. They cater to clients seeking to build, manage, and protect their assets to achieve their financial goals. The company emphasizes a personalized approach, tailoring its strategies to each client's unique circumstances. Perspective Financial Group distinguishes itself through its commitment to ethical business practices, regulatory compliance, and corporate responsibility. They aim to deliver exceptional client experiences by combining technical expertise, strong relationships, and a client-centric perspective. For more information or to discuss your financial needs, you can visit their website at pfg1976.com.

Company Leadership

Connie Maisch

VP of Operations

Phone Email
Shane Johnson

Senior Partner

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J.R. Burke

Senior Partner

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FAQ

What is the location of Perspective Financial Group An Alera Group Company's headquarters?
The headquarters of Perspective Financial Group An Alera Group Company are situated at 22 Cassatt Avenue, Berwyn PA
What is Perspective Financial Group An Alera Group Company's official website?
The official website of Perspective Financial Group An Alera Group Company can be found at pfg1976.com.
What is Perspective Financial Group An Alera Group Company's current revenue?
As of June 2023, Perspective Financial Group An Alera Group Company's annual revenue reached $10B.
How many employees does Perspective Financial Group An Alera Group Company currently have?
Perspective Financial Group An Alera Group Company employs approximately 8+ people as of June 2023
Which industries is Perspective Financial Group An Alera Group Company primarily operating in?
Perspective Financial Group An Alera Group Company operates in the following industries: Credit, Finance
Who is the VP of Operations of Perspective Financial Group An Alera Group Company?
Perspective Financial Group An Alera Group Company's VP of Operations is Connie Maisch

Employee Directory

Key Employees

Rose Cordaro

Manager of Client Services and Claims

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Mai Vance

Director Of Underwriting

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