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Wealth Consulting Group AZ Employee Directory

Financial ServicesArizona, United States2-10 Employees

Progressive Financial Concepts operates as a financial services firm that coordinates a team of professionals to address advanced wealth management and corporate finance needs. Its advisory approach brings together specialists with experience in estate planning, money management, charitable giving, multigenerational family planning, business succession, executive benefits, and retirement planning. The arrangement enables clients to mobilize a tailored group of experts to develop and execute comprehensive plans.

Based in Scottsdale, Arizona, the firm serves individuals and organizations seeking sophisticated financial guidance within the financial services landscape. Securities and advisory services are offered through SagePoint Financial, Inc., a member of FINRA/SIPC, while insurance is provided by Progressive Financial Concepts and is not affiliated with SagePoint. The company also specifies the states where its offerings may be made, outlining a defined geographic scope for its services.

Find Wealth Consulting Group AZ employees' phone numbers or email addresses

Wealth Consulting Group AZ Global Highlights

Location
Employees

North America
18

Minus sign iconPlus sign icon
  • United States Of America
    18

Wealth Consulting Group AZ's Leadership

  • Stylized image of a person
    J. L.
    Case Design Specialist
    Mobile Phone
  • Stylized image of a person
    A. M.
    Executive Assistant
    Mobile Phone
  • Stylized image of a person
    J. V.
    Marketing Intern
    Mobile Phone
  • Stylized image of a person
    M. B.
    Financial Advisor
    Mobile Phone
  • Stylized image of a person
    S. B.
    Marketing Administrative Assistant
    Mobile Phone

Wealth Consulting Group AZ Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Arts & Design
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Wealth Consulting Group AZ

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. L.
    Case Design Specialist
    Mobile Phone
    Jun 29, 2026
  • Stylized image of a person
    A. M.
    Executive Assistant
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    J. V.
    Marketing Intern
    Mobile Phone
    Jul 15, 2023
  • Stylized image of a person
    M. B.
    Financial Advisor
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    S. B.
    Marketing Administrative Assistant
    Mobile Phone
    Jul 31, 2026

Frequently Asked Questions

What is Wealth Consulting Group AZ known for?

Minus sign iconPlus sign iconWealth Consulting Group AZ was founded in 1979 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-480-745-****
. Explore Wealth Consulting Group AZ's company overview page for more information.

What is Wealth Consulting Group AZ's most common email format?

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

How many employees does Wealth Consulting Group AZ have currently?

Minus sign iconPlus sign iconWealth Consulting Group AZ has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Wealth Consulting Group AZ's key employees and leadership?

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As of August 2026, Wealth Consulting Group AZ's key employees include:

  • Case Design Specialist: J. L.
  • Executive Assistant: A. M.
  • Marketing Intern: J. V.
  • Financial Advisor: M. B.
  • Marketing Administrative Assistant: S. B.

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