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Patrick Financial Group Logo
Patrick Financial Group CB Rank
3066421
Heat Score
46
Patrick Financial Grp. LLC offers investment advisory and financial planning services.
Founded
obfuscation
Private Brighton, Michigan, United States11-50 www.patrickfinancialgroup.com
Advice
Consulting
Financial Services
Overview

Patrick Financial Group
Heat Score
46

Growth Score
pts
in past quarter
Heat Score 46
-19 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Patrick Financial Group

CB Rank
3066421
Patrick Financial Grp. LLC offers investment advisory and financial planning services.
Founded
obfuscation
Private Brighton, Michigan, United States11-50 www.patrickfinancialgroup.com
Advice
Consulting
Financial Services

Details

Legal Name Patrick Financial Group, L.L.C.
Also Known As PFG
Operating Status Active
Company Type For Profit
About the Company
Patrick Financial Group specializes in financial services including retirement planning, investment management, and tax strategies. The company creates personalized financial plans to support financial goals.
Phone Number +1 810 225 9876
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Advisory Services
Provides advice on implementing financial and wealth preservation strategies through actively managed portfolios.
401(k) Rollovers
Assists clients in transferring retirement savings from previous employer plans to new individual retirement accounts.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 3
News
Technology
View Tech Report

IT Spend

$241.8KThis year, Patrick Financial Group is projected to spend $241.8K on IT, according to Aberdeen.

Active Website Tech Count

3Patrick Financial Group is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is Patrick Financial Group's headquarters? Patrick Financial Group is located in Brighton, Michigan, United States.Who are Patrick Financial Group's competitors? Alternatives and possible competitors to Patrick Financial Group may include Uncork Capital, The Raider Dennis Agency, and  Iron Plan Solutions Group.
Who We Are
What We Do
Helpful Links
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