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PGI Financial Services Logo
PGI Financial Services CB Rank
2037816
Heat Score
43
PGI Financial Services is a financial consultant that provides wealth management, estate planning, and retirement planning services.
Founded
obfuscation
Private Charleston, South Carolina, United States1-10 pgifinancial.net/
Consulting
Finance
Financial Services
Overview

PGI Financial Services
Heat Score
43

Growth Score
pts
in past quarter
Heat Score 43
-11 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 PGI Financial Services

CB Rank
2037816
PGI Financial Services is a financial consultant that provides wealth management, estate planning, and retirement planning services.
Founded
obfuscation
Private Charleston, South Carolina, United States1-10 pgifinancial.net/
Consulting
Finance
Financial Services

Key People

Details

Legal Name PGI Financial Services, Inc.
Operating Status Active
Company Type For Profit
Founders  Paul MacDonald
Phone Number +1-843-284-0370
Contact Email pgifinancial.marketing@gmail.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Income Strategies
Strategies designed to provide clients with reliable lifetime income during retirement through products like fixed index annuities and conservative investments.
Wealth Management
Comprehensive management of clients' investment portfolios to grow and preserve assets aligned with retirement goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$439.8KThis year, PGI Financial Services is projected to spend $439.8K on IT, according to Aberdeen.

Active Website Tech Count

3PGI Financial Services is actively using 3 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m and  Pershing NetXInvestor.
Sub-Organizations
Frequently Asked Questions

Where is PGI Financial Services's headquarters? PGI Financial Services is located in Charleston, South Carolina, United States.Who are PGI Financial Services's competitors? Alternatives and possible competitors to PGI Financial Services may include Calamita Wealth Management, True Peace Financial, and  Redrock Wealth Management.
Who We Are
What We Do
Helpful Links
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