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ClaimAssisting You in Realizing Your Financial Dreams
The Private Investment Group, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most personal experience available and help create financial stability and security.
Our mission is to use our Investment Management and Financial Planning experience to create beneficial long-term relationships with our clients. We do this by striving for superior performance that is below market risk in attaining our clients’ goals and objectives.
Our staff consists of investment professionals with over 80 years of combined experience in portfolio management and financial planning. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Dayton, OH
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Year founded
Founded 2014
1 Locations
- Dayton , OH
Service Lines
- Accounting
- 20%
Select Focus Area
- Commercial Financing Focus
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- Financial Advising & Planning
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- Retirement Planning
- 100%
- Funding & Investment Focus
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- Private Equity
- 100%
- Insurance Services & Brokers Focus Group
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- Life Insurance
- 50%
- Health Insurance
- 20%
- Tax Focus
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- Tax Consulting
- 40%
- Tax Preparation
- 40%
Industries
No Industries have been added yet…
Clients
No Clients have been added yet…
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