PROCYON PARTNERS

procyon-partners-logo

Procyon Partners they are providing services for institutions and retirement plans, as well as personal wealth management services to individuals and families.

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PROCYON PARTNERS

Social Links:

Industry:
Consulting Financial Services Risk Management Service Industry Wealth Management

Founded:
2017-01-01

Address:
Shelton, Connecticut, United States

Country:
United States

Website Url:
http://www.procyonpartners.net

Total Employee:
11+

Status:
Active

Contact:
+1-475-232-2700

Email Addresses:
[email protected]

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Current Employees Featured

harry-kirkpatrick_image

Harry Kirkpatrick
Harry Kirkpatrick Chief Revenue Officer @ Procyon Partners
Chief Revenue Officer
2024-01-01

Key Employee Changes

Date New article
2024-01-17 Procyon Partners Brings on Harry Kirkpatrick as Chief Revenue Officer

Official Site Inspections

http://www.procyonpartners.net Semrush global rank: 13.25 M Semrush visits lastest month: 104

  • Host name: 96.150.237.35.bc.googleusercontent.com
  • IP address: 35.237.150.96
  • Location: United States
  • Latitude: 38.6583
  • Longitude: -77.2481
  • Timezone: America/New_York

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More informations about "Procyon Partners"

Your strategic partner and advisor - procyonpartners.net

Partner with Procyon for a simpler path to exceptional outcomes in financial planning, investment management, employee benefits, tax & accounting, and risk management. We are a 100% โ€ฆSee details»

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Organization Not for profits. We offer 360-degree financial consulting for non-profits, including senior living organizations, government entities, and health care and educational institutions. โ€ฆSee details»

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Put your finances on course for success with Procyon. As objective fiduciaries, we manage financial complexity and put our clients first. Discover our values โ€ฆSee details»

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Contact Email [email protected] Phone Number +1-475-232-2700 Procyon Partners they are providing services for institutions and retirement โ€ฆSee details»

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Procyon is an independent financial management firm and trusted fiduciary committed to providing the best service and solutions tailored to our clientsโ€™ needs.See details»

A Fine Balance: Aligning Fiduciary Duty with Your Strategic โ€ฆ

One Corporate Drive โ€ข Suite 225 โ€ข Shelton, CT 06484 | (844) PROCYON | www.procyonpartners.net Life Cycle of a Life Plan Community Permanent financing and large โ€ฆSee details»

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Procyon Partners General Information Description. Procyon Institutional Partners is a wealth management firm based in Shelton, Connecticut. Established in 2017, it is a wealth โ€ฆSee details»

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Contributes to the success of the organization with a strong work ethic and fresh ideas. Our resource partners. We engage the services of Dynasty Financial Partners, a leading โ€ฆSee details»

Procyon Partners - 2025 Company Profile & Competitors - Tracxn

Apr 1, 2025 Procyon Partners is an unfunded company based in Shelton (United States), founded in 2017 by Lou Gloria, Jeff Farrar, Christopher Foster, Tom Gahan and Phil Fiore. It โ€ฆSee details»

Procyon Partners Information - RocketReach

Procyon Partners is an independent, employee-owned financial advisory firm with a dual focus on: โ€ข Helping institutions prudently manage the retirement plans, endowments and foundations โ€ฆSee details»

Procyon Partners | Digital Brochure

Procyon Partners is an independent, employee-owned financial advisory firm founded with a dual focus on: Assisting individuals, families and business owners to effectively fulfill their dreams โ€ฆSee details»

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Jun 2, 2021 Procyon Partners contact info: Phone number: (203) 852-6800 Website: www.procyonpartners.net What does Procyon Partners do? Procyon Partners is an โ€ฆSee details»

Disclosures - Procyon - Procyon Partners

Barronโ€™s 2017 Top 30 Institutional Consultants โ€“ The teams in the ranking were evaluated on a range of criteria, including institutional investment assets overseen by the team, the revenue โ€ฆSee details»

Our services - Procyon - Procyon Partners

Procyon serves the needs of high-net-worth, affluent and institutional clients through a full range of tailored and comprehensive solutions. About us. Firm overview; Our team; In the โ€ฆSee details»

Procyon Partners | FINANCIAL SERVICES

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At Procyon, we understand that managing wealth is about much more than just investments. Our clients come to us seeking a comprehensive approach that encompasses all aspects of their โ€ฆSee details»

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Discover the personalized financial planning services offered by Procyon's expert team. Get tailored advice and unparalleled service to meet your unique financial needs. Learn more โ€ฆSee details»

Media Articles and Press Releases - Procyon Partners

Feb 11, 2025 Procyon, which has $7.8 billion in assets, plans to expand its operations and reach. April 17, 2025, 10:00 am ESTโ€ฆSee details»

Individual investors - Procyon Partners

Financial planning Our Certified Financial Planners will lay out a plan to achieve your goals and enable you to feel more confident in your future. Cash flow analysis Efficiently allocate your โ€ฆSee details»

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Discover how Procyon Strong Foundation gives back to the community. From supporting non-profits, veterans and healthcare workers, to empowering women through financial education, โ€ฆSee details»

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