Piershale Financial Group Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Piershale Financial Group operates in the financial services sector, focusing on comprehensive financial planning and low risk tactical portfolio management to provide clients with peace of mind. The firm emphasizes retirement-oriented services, helping retirees and those nearing retirement develop strategies that aim to deliver steady income and security, including retirement income planning, advanced tax minimization, contingency planning, and estate planning. Its core investment approach centers on a low risk tactical system that seeks to reduce exposure during market downturns while capturing potential gains when markets rise. Based in Barrington, Illinois, the company positions itself as a small practice that collaborates with clients through a team of industry experts, and it participates in the Charles Schwab Advisor Services platform. The firm has been recognized by Barron’s Magazine as one of the top financial advisory firms in America, reflecting its established presence within the U.S. wealth management landscape.

Find Piershale Financial Group employees' phone numbers or email addresses

Piershale Financial Group Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Piershale Financial Group's Leadership

  • Stylized image of a person
    M. P.
    President
    Phone icon
  • Stylized image of a person
    L. R.
    Director Of First Impressions
    Phone icon
  • Stylized image of a person
    B. B.
    Wealth Advisor
    Phone icon
  • Stylized image of a person
    M. N.
    Financial Analyst
    Phone icon
  • Stylized image of a person
    T. K.
    Marketing Coordinator
    Phone icon

Piershale Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Piershale Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. P.
    President
    Phone icon
    UNITED STATES
    Sep 28, 2023
  • Stylized image of a person
    L. R.
    Director Of First Impressions
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    B. B.
    Wealth Advisor
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. N.
    Financial Analyst
    Phone icon
    UNITED STATES
    Oct 17, 2024
  • Stylized image of a person
    T. K.
    Marketing Coordinator
    Phone icon
    UNITED STATES
    May 25, 2025

Frequently Asked Questions

What is Piershale Financial Group known for?

Minus sign iconPlus sign icon
Piershale Financial Group was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 1531 South Grove Avenue Suite 206 Barrington, Illinois 60010 United States; you can contact the main corporate office by phone at . Explore Piershale Financial Group's company overview page for more information.

What is Piershale Financial Group's most common email format?

Minus sign iconPlus sign icon
Piershale Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Piershale Financial Group email formats with LeadIQ.

How many employees does Piershale Financial Group have currently?

Minus sign iconPlus sign icon
Piershale Financial Group has approximately 5 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Piershale Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Piershale Financial Group's key employees include:

  • President: M. P.
  • Director Of First Impressions: L. R.
  • Wealth Advisor: B. B.
  • Financial Analyst: M. N.
  • Marketing Coordinator: T. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.