Piershale Financial Group
Financial Services • 
Barrington, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | 1531 S Grove Ave, Suite 206, Barrington, Illinois 60010, US |
| Phone number | +18473873195 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Retirement Planning, Insurance Broker, Iras, Low Risk, 401K And Ira Rollovers, Tactical Porfolio Managment Solutions |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
Key Contact at Piershale Financial Group
Mike Piershale
President
Piershale Financial Group Email Formats
Piershale Financial Group uses 1 email format. The most common is {first initial} (e.g., j@piershalefinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@piershalefinancial.com | 100% |
About Piershale Financial Group
Piershale Financial is dedicated to providing their clients with peace of mind through comprehensive financial planning and low risk tactical portfolio management solutions. Piershale Financial focuses on helping retirees and soon-to-be-retirees build sound financial strategies that provide them with the income and security they need in retirement. At Piershale Financial you’ll work with a team of industry experts who will help you build a sound financial strategy that includes: #1) Low Risk Tactical Portfolio management using our "Advance & Protect" portfolio management system which is designed to reduce risk when the market is falling by exiting the markets and re-invest when the markets are rising, helping you capture market gains while mitigating losses. #2) Retirement Income Planning #3) Advanced Tax Planning & Minimization Strategies #4) Contingency Planning #5) Estate Planning Life is more than a balance statement, learn more about the Piershale approach to financial planning and why we've been listed by Barrons Magazine as one of the top financial advisory firms in America. To Learn More Go To: www.PiershaleFinancial.com Piershale Financial Group and Charles Schwab & Company, Inc. are not affiliated companies and our advisory personnel are not affiliated with Charles Schwab & Company, Inc. However, we participate in the Charles Schwab Advisor Services platform. Charles Schwab serves as the independent broker/dealer and independent qualified custodian for individual client accounts managed by Piershale Financial Group.
Piershale Financial Group revenue & valuation
| Annual revenue | $8,540,000 |
| Revenue per employee | $1,708,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $27,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Piershale Financial Group has never raised funding before.
Piershale Financial Group Tech Stack
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