At PK Financial Group, we're committed to developing partnerships with our clients that lead to the retirement of their dreams. Whether working with plan sponsors, business owners or successful individuals, we understand the complicated laws, rules and regulations surrounding retirement planning, and we've built our business on a foundation of education, service, solutions, and above all, a client-first philosophy. Please feel free to contact via our website or simply call (216) 393 -8182 Securities and Investment Advisory Services offered through SagePoint Financial, Inc., member FINRA/SIPC and is a Registered Investment Advisor. PK Financial Group Inc. is not affiliated with SagePoint Financial, Inc., or registered as a broker-dealer or investment advisor. Insurance services offered through PK Financial Group Inc., who is not affiliated with SagePoint Financial, Inc. www.finra.org www.sipc.org
View Top Employees from PK Financial Group| Website | http://pkfinancialgroup.com/ |
| Revenue | $11 million |
| Employees | 13 (10 on RocketReach) |
| Founded | 2005 |
| Address | 9261 Ravenna Rd. B4, Twinsburg, Ohio 44087, US |
| Phone | (216) 393-8182 |
| Fax | (330) 405-4874 |
| Technologies |
JavaScript,
HTML,
Twitter
+21 more
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| Industry | Financial Services, Insurance |
| Competitors | Atlantic Pension Planning, First Financial Group USA, Inc. |
| SIC | SIC Code 63 Companies, SIC Code 637 Companies |
| NAICS | NAICS Code 525 Companies, NAICS Code 5242 Companies, NAICS Code 5251 Companies, NAICS Code 524 Companies, NAICS Code 52 Companies |
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PK Financial Group Questions
The PK Financial Group annual revenue was $11 million in 2024.
Pete Kaplan is the President of PK Financial Group.
10 people are employed at PK Financial Group.
PK Financial Group is based in Twinsburg, Ohio.
The NAICS codes for PK Financial Group are [525, 5242, 5251, 524, 52].
The SIC codes for PK Financial Group are [63, 637].
Top PK Financial Group Employees
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