18
Growth Score
pts
Heat Score
-18 pts
Company Performance Metrics
Score
Trend
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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
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Progressive Financial Strategy is a financial service company that provides wealth management and retirement planning services.
About the Company
Progressive Financial Strategy offers personalized financial services that focus on wealth management, retirement planning, educational funding, estate planning, and risk management. The company designs financial portfolios tailored to clients' risk appetites and long-term goals. It also provides business succession planning, tax strategies,
and advice on transitioning ownership while considering tax implications. Clients receive ongoing support with portfolio reviews and adjustments to align with changing financial situations. The firm emphasizes comprehensive planning to help clients secure their financial future through customized strategies.
