43
Growth Score
pts
Heat Score
-23 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
Recent Events
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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PK Financial Group offers wealth management, financial planning, and investment services.
- Pete Kaplan: Co-Founder & President
- Brian Petros: Chief Executive Officer & Co-Founder
About the Company
PK Financial Group specializes in providing comprehensive wealth management services, including financial planning, retirement planning, and investment management. With a focus on serving the needs of individuals and businesses, the company aims to create tailored financial strategies. The team at PK Financial Group holds certifications such as
Certified 401(k) Professional and Certified Plan Fiduciary Advisor, highlighting their expertise in retirement and investment planning. The company emphasizes personalized service to help clients achieve their financial goals.
