PGI Financial Services

Financial Services • Charleston, South Carolina, United States • 1-10 Employees

Company overview

Headquarters	2467 Savannah Hwy, Suite 520, Charleston, South Carolina 29414, US
Phone number	+11771474
Website	pgifinancial.net
NAICS	52
SIC	738
Keywords	Income Tax Preparation, Wealth Management, Annuities, Retirement Planning, Life Insurance, Financial Planning, Long Term Care Insurance, Medicare Supplement Insurance, Income Tax Planning, Federal Employee Benefits Planning
Founded	2004
Employees	1-10
Socials

Key Contact at PGI Financial Services

Paul Macdonald

CEO and Financial Advisor

About PGI Financial Services

At PGI Financial Services, our mission is to help our clients achieve financial confidence. We focus on preservation, growth and income strategies to help ensure our clients won't run out of money in retirement. We want to help clients leave the legacies they desire and help ensure that an unforeseen healthcare crisis doesn’t devastate their finances. We are an independent firm and provide a full array of wealth management and financial services for both individuals and businesses. Disclaimer: Insurance products are offered through the insurance business PGI Financial Services. PGI Financial Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PGI Financial Services are not subject to investment Advisor requirements. AE Wealth Management, LLC and PGI Financial Services, Inc., are not affiliated with or endorsed by the U.S. government. 1862670 - 6/23

PGI Financial Services revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Funding Data

PGI Financial Services has never raised funding before.

PGI Financial Services Tech Stack

Discover the technologies and tools that power PGI Financial Services's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Performance

Astra

WordPress themes

Gravity Forms

Form builders

Hotjar

Analytics

Wistia

Video players

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

The Events Calendar

WordPress plugins

Frequently asked questions

PGI Financial Services is located in Charleston, South Carolina, US.

You can reach PGI Financial Services at +11771474.

PGI Financial Services was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

PGI Financial Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at PGI Financial Services

Paul Macdonald

CEO and Financial Advisor

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