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Executive Financial Group Logo
Executive Financial Group Growth Score
84
CB Rank
1463771
Heat Score
58
Executive Financial Group provides wealth management, IRA, accounting, insurances, personal, and retirement planning services.
Founded
obfuscation
Private Maryland Heights, Missouri, United States51-100 www.efgmo.com/
Asset Management
Financial Services
Impact Investing
Wealth Management
Overview

Executive Financial Group
Growth Score
84
Heat Score
58

Growth Score84
-4 pts
in past quarter
Heat Score 58
-12 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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See more interactive data and historical milestones on desktop for the best experience

About Executive Financial Group

CB Rank
1463771
Executive Financial Group provides wealth management, IRA, accounting, insurances, personal, and retirement planning services.
Founded
obfuscation
Private Maryland Heights, Missouri, United States51-100 www.efgmo.com/
Asset Management
Financial Services
Impact Investing
Wealth Management

Key People

Details

Legal Name Executive Financial Group LLC
Also Known As EFG
Operating Status Active
Company Type For Profit
Founders  Fredd Montoya
Phone Number +1 314-878-4950
Contact Email pevans@efgmo.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
Developing strategies tailored to individual needs and goals for retirement.
Financial Planning
Creating comprehensive financial strategies to address various financial goals and objectives.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Employee Profiles 1 Contacts 32

Employee Profiles

News
Technology
View Tech Report

IT Spend

$535.3KThis year, Executive Financial Group is projected to spend $535.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Breakroom Furniture Logo
Breakroom Furniture
85
NBC News Logo
NBC News
80
Corporate Financing Logo
Corporate Financing
79

Actively Used Products

14Executive Financial Group uses 14 technology products and services including HTML5, GoDaddy Premium DNS, and  Matomo (Formerly Piwik), according to G2 Stack.

Active Website Tech Count

8Executive Financial Group is actively using 8 technologies for its website, according to BuiltWith. These include SPF, Cloudflare CDN, and  Cloudflare.
Sub-Organizations
Frequently Asked Questions

Where is Executive Financial Group's headquarters? Executive Financial Group is located in Maryland Heights, Missouri, United States.Who are Executive Financial Group's competitors? Alternatives and possible competitors to Executive Financial Group may include Charles Schwab, Ameriprise Financial, and  LPL Financial.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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