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Progressive Financial Concepts 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 Progressive Financial Concepts employees' phone numbers or email addresses

Progressive Financial Concepts Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Progressive Financial Concepts's Leadership

  • Stylized image of a person
    K. B.
    Lpl Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    Executive Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. W.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. L.
    Case Design Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. S.
    Independent Agent
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. M.
    Executive Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. V.
    Marketing Intern
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. P.
    Collector
    Phone icon
    Mobile Phone

Progressive Financial Concepts Employee Metrics

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

Contact profiles from Progressive Financial Concepts

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. B.
    Lpl Financial Advisor
    Phone icon
    Mobile Phone
    United StatesArizona
    Jun 08, 2026
  • Stylized image of a person
    K. B.
    Executive Associate
    Phone icon
    Mobile Phone
    United StatesArizona
    Feb 16, 2026
  • Stylized image of a person
    B. W.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesArizona
    Apr 16, 2026
  • Stylized image of a person
    J. L.
    Case Design Specialist
    Phone icon
    Mobile Phone
    Jun 29, 2026
  • Stylized image of a person
    L. S.
    Independent Agent
    Phone icon
    Mobile Phone
    United StatesUtah
    Jun 01, 2026
  • Stylized image of a person
    A. M.
    Executive Assistant
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    J. V.
    Marketing Intern
    Phone icon
    Mobile Phone
    Jul 15, 2023
  • Stylized image of a person
    K. P.
    Collector
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Sep 18, 2024
  • Stylized image of a person
    M. T.
    Collector
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Sep 19, 2024
  • Stylized image of a person
    M. B.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Progressive Financial Concepts known for?

Minus sign iconPlus sign iconProgressive Financial Concepts was founded in 1979 operates in the Financial Services industry. The company's main headquarters is located in 8687 East Viaduct de Ventura Suite 200 Scottsdale, Arizona United States; you can contact the main corporate office by phone at
+1-480-745-****
. Explore Progressive Financial Concepts's company overview page for more information.

What is Progressive Financial Concepts's most common email format?

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

How many employees does Progressive Financial Concepts have currently?

Minus sign iconPlus sign iconProgressive Financial Concepts has approximately 9 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Progressive Financial Concepts's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Progressive Financial Concepts's key employees include:

  • Lpl Financial Advisor: K. B.
  • Executive Associate: K. B.
  • Financial Advisor: B. W.
  • Case Design Specialist: J. L.
  • Independent Agent: L. S.

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